Portfolio Updates


Bar graph titled 'The Legacy Cashflow Engine™', showing a blue section representing Portfolio amounts and a small orange section indicating Dividends, with values ranging from $0 to $300,000.

Profit/Loss: +5.12%

Objective:

  1. Low senitivity to interest rate cycle
  2. Receive quarterly dividends

Line chart showing the Income Portfolio for 2026, with the blue area representing the total portfolio value and the orange line representing dividends, both reflecting a steady trend around $100,000.

Profit/Loss: -6.91%

Objective:

  1. Low price volatility
  2. Collect monthly dividends

Line graph titled 'Income & Growth Portfolio' showing the growth of a portfolio represented in blue and dividends in orange, with values ranging from $0 to $125,000.

Profit/Loss: +16.04%

Objective:

  1. Participate in market growth
  2. Collect monthly dividends

A line graph titled 'My First 100K™ Portfolio' showing a steady increase in portfolio value over time, starting from $0 and rising to nearly $50,000.

Profit/Loss: +12.16%

Objective:

  1. Build a first compounding portfolio
  2. Dollar Cost Averaging

Discover more from Kenneth Chan

Subscribe to get the latest posts sent to your email.

Kenneth Chan Avatar

Posted by

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Discover more from Kenneth Chan

Subscribe now to keep reading and get access to the full archive.

Continue reading