It’s time for our quarterly van life portfolio update (December, January, & February) — and this is the portfolio we’re using to support our lifestyle experiment: live off portfolio income while our long-term holdings compound in the background.

We run this strategy in two pieces:

1. Main Portfolio: long-term, reliable dividend/stability holdings designed to compound
2. Income Portfolio: higher-risk, high-yield positions intended to generate bigger payouts and stretch our runway (even if NAV declines)

This quarter is a unique comparison because condo proceeds were invested throughout the quarter, so it’s not a clean apples-to-apples versus last quarter — but it is a powerful snapshot of what happens whe ...