Here’s the latest update on my Daedalus portfolio for December 2024. If work doesn’t get too hectic, I’ll aim to share updates whenever I can. For those of you interested in how I put this portfolio together, check out my post, “Deconstructing Daedalus Income Portfolio.” Without reading that, what follows might not make much sense.
I’m keeping all my personal planning notes—covering everything from income and insurance planning to investment strategies and portfolio construction—in the personal notes section of my blog. Past updates are archived there as well, so take a look if you’re curious.
### Portfolio Change Since Last Update
By the end of November, the portfolio was valued at $1.536 million. Fast forward to the end of December, and it has decreased to $1.481 million. This amounts to a change of -$55,000 for December 2024. As of January 2, 2025, the portfolio has rebounded slightly to $1.494 million.
Here’s a breakdown of the primary security holding returns for both the month-to-date and year-to-date…
