3.01.2026

Finally some free lunches

The last month of Q1 really delivers when it comes to extra dividends. I am grateful that the companies below are providing us with these extra payouts, especially as we have repositioned the portfolio — moving from purely dividend stocks to also including growth names such as Amazon.com, Inc. (AMZN).

Capital Southwest Corporation Common Stock (CSWC), ¢6 with pay date March 31, 2026
Fidus Investment Corporation Common Stock (FDUS), ¢9 with pay day March 20, 2026
Main Street Capital Corporation Common Stock (MAIN), ¢30 with pay day March 27, 2026
Sixth Street Specialty Lending, Inc. Common Stock (TSLX), ¢1 with pay day March 20, 2026

AI generated image with Grok

Trump: The Real-Life Kinder Egg – Volatility on the Outside, Patience Surprise Inside

President Trump clearly uses different tactics depending on the target—and I've felt it firsthand.

His tariff rollercoaster has driven me nuts. As a Swedish investor in the US market, every wild swing hits my portfolio hard, and when the dollar tanks, my USD gains turn into pocket change in SEK. Americans get to keep the full upside without that extra currency gut-punch—I get both market chaos AND a Krona shock. Thanks, Donald, for turning my retirement savings into a tragic comedy. Lots of people just shrug and call it “total lack of patience.”

I’ve tried to zoom out and assume there’s more beneath the surface.

Tariffs are a cheap, fast weapon: slap them on via executive order, get MAGA cheers, then walk them back or negotiate. Classic Art of the Deal move.

But yesterday (Feb 28), he suddenly showed massive patience with Operation Epic Fury: months of planning, huge regional buildup, intel work, and tight coordination with Israel (and probably Saudi Arabia). Surgical strikes that took out Khamenei + up to 40 top leaders, missile factories, nuclear sites, and IRGC bases—without kicking off a full ground war right away.

So anyone who still calls him a “real-estate playboy with the attention span of a gnat”… maybe time to rethink that one.
AI generated image with Grok

Finally some free lunches

The last month of Q1 really delivers when it comes to extra dividends. I am grateful that the companies below are providing us with these ex...