{"podcast":{"title":"Roaming Returns","slug":"roaming-returns-6576992","podcast_index_feed_id":6576992,"rss_url":"https://media.rss.com/roamingreturns/feed.xml","website_url":"https://rss.com/podcasts/roamingreturns","image_url":"https://media.rss.com/roamingreturns/podcast_cover.jpg","author":"Tim & Carmela","episode_count":156,"summary":"Most nomads just relocate their hustle—freelancing, content grinding, or trading time for money on the road. We’re Tim & Carmela, the Income Investing Nomads. On Roaming Returns, we break down how to build hybrid income streams—dividends, value investing, strategic flips, and tax-smart strategies—that decouple your time from your income. So you can fund your freedom, travel full time (even in a van), and stop deferring your life. No hype. No one-size-fits-all dogma. Just real numbers, tested strategies, and honest conversations about how to make work optional.","last_synced_at":"2026-06-09T06:27:30.137308+00:00","page_url":"https://stenobird.com/podcast/roaming-returns-6576992"},"episode":{"title":"147 - Retirement Portfolio Update (Dec–Feb): Holdings, Valuations, & Dividend Results","slug":"147-retirement-portfolio-update-dec-feb-holdings-valuations-dividend-results","published_at":"2026-03-19T19:48:33+00:00","page_url":"https://stenobird.com/podcast/roaming-returns-6576992/147-retirement-portfolio-update-dec-feb-holdings-valuations-dividend-results","show_page_url":"https://stenobird.com/podcast/roaming-returns-6576992","url":"https://rss.com/podcasts/roamingreturns/2643769","audio_url":"https://content.rss.com/episodes/371411/2643769/roamingreturns/2026_03_19_19_29_11_a4c02f86-4cd8-443f-9d3b-b2edea735759.mp3","summary":"It’s time for our quarterly Retirement Portfolio update (December, January, & February) — this is our more conservative portfolio , built to stay steady and generate reliable dividend income. In this episode, we keep it short, clear, and practical , because the portfolio didn’t need big changes (which is exactly what we want in a conservative account). We cover what we hold, what changed, what looks overvalued vs undervalued (watchlist-worthy), and where we have DRIP turned on or off . We also break down the dividend results month-by-month and compare them to last quarter so you can see exactly what shifted — including why February came in lighter and the specific tickers that drove it. In this quarterly update, we cover: What tickers are currently in the retirement portfolio What changed (and what didn’t ) since last quarter What looks overvalued vs undervalued (ideas for a watchlist) Which positions have DRIP on vs off Dividend income results for December, January, and February Quarter-over-quarter comparison + what caused the dip Our 12-month dividend run rate and what it signals for the portfolio 📌 Spreadsheets Included: Here's the ticker valuation spreadsheet for buy-up-to prices Here's the dividend totals spreadsheet so you can review the numbers after listening If you like conservative, income-focused portfolio tracking with real numbers and clear reasoning, this episode is for you. _________________________________________________________________________________ Questions? Email Tim at debrine9@gmail.com Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list. Stay connected. Follow us on social! DISCLAIMER Ticker metrics change as markets and companies change, so alw…","meta_description":"It’s time for our quarterly Retirement Portfolio update (December, January, & February) — this is our more conservative portfolio , built to stay stea…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1072,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/roaming-returns-6576992/episodes/147-retirement-portfolio-update-dec-feb-holdings-valuations-dividend-results/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/roaming-returns-6576992/147-retirement-portfolio-update-dec-feb-holdings-valuations-dividend-results.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}