Dividend Harvesting Portfolio hits record highs with 7.86% yield and strategic sector rebalancing.

The Dividend Harvesting Portfolio has reached all-time highs in account value, profitability, and dividend income, now yielding 7.86% with an 11% yield on cost. The portfolio maintains a disciplined approach focused on income and risk management, with no single position exceeding 5% and no sector over 20%. Recent strategic moves include adding Blue Owl Capital Corporation at a 20% discount and a 12.81% yield, reflecting confidence despite sector concerns. The manager expects continued market gains, potential rate cuts, and ongoing dividend growth while rebalancing toward energy and underweighted sectors to optimize returns.