What a blessing the stock market has been this year. It’s earnings season and it looks like businesses are doing well.

Dividends, buybacks, and earnings are coming in strong all across the board.

But inflation is rising with more people expressing their concerns. I do believe some of this inflation is transitory, but wage inflation is sticky and will likely be realized next year. I assume more investors will scrutinize companies by how well they deal with margin pressures.

Next year will be quite interesting. My view remains the same. Low returns as we enter a period of rising interest rates.

My plan is to refrain myself from getting too greedy and understand the larger forces in play for the next few years.

I plan on leaning quality growth and not to be discouraged due to low returns.

Here is a quick update to my dividend portfolio!