July was a real test. My portfolio fell 4.71% — a six-figure paper loss on a portfolio I live off of. And the honest answer is: it’s never comfortable, even when you built the system specifically to handle it.
But the income didn’t stop. $13,825 in distributions came through in July right on schedule. That’s the whole design. Price is noise. Income is the scoreboard I watch.
Then August came.
Full recovery and then some. Here’s where everything landed on August 31st.


