The Dividend Harvesting Portfolio remains resilient, generating $2,869.33 in forward annualized income and a 33.10% return on invested capital despite a challenging market. Recent market declines, driven by inflation, energy shocks, and Fed hawkishness, have created attractive long-term buying opportunities, especially in rate-sensitive and energy sectors. I added to Starwood Property Trust, capitalizing on its >11% yield and depressed price, and plan to continue allocating capital to high-quality REITs.
