by Jacob Millican | Aug 13, 2026 | Performance
July provided a good example of why I think about portfolio income separately from what is happening in the stock market. Equity markets sent very different signals during the month. Smaller companies and value-oriented stocks generally held up better, while...
by Jacob Millican | Jul 9, 2026 | Performance
June marked a mixed month for equity markets. While the S&P 500 and NASDQ 100 were down in June, the DOW was up over 2.5%. While the equity markets were trying to figure out where to go, the portfolio remained focused on something different: building diversified...
by Jacob Millican | May 7, 2026 | Performance
Each month, I break down how the Income Bucket is positioned, what’s driving results, and how each part of the portfolio works together to support long-term planning. Markets remained volatile in April, with continued uncertainty around interest rates, inflation, and...
by Jacob Millican | Apr 9, 2026 | Performance
This monthly update focuses on one of the most important parts of every financial plan: steady, repeatable income. Each month, I break down how the Income Bucket is positioned, what’s driving results, and how each part of the portfolio works together to support...
by Jacob Millican | Mar 7, 2026 | Performance
February continued the strong start to the year for the Income Bucket strategy. After January returned to a more normalized income profile following year-end timing effects, February’s results reflected both the steady income generation of the core holdings and...
