This monthly update from Insight Folios discusses changes in the portfolio for the month of May. Kyle Morgan brings in Charlie Bowers and Paul Durso to explain the decision-making process behind these changes. Paul mentions that they consider two main factors: the company’s performance and its dividend actions. They evaluate stocks based on market capitalization, price-to-earnings ratio, and dividend history. They always perform a “sanity check” after their analysis to ensure their decisions make sense. Sometimes they choose to hold a stock despite initial concerns. Emotional decisions can impact investor performance, so they emphasize a thoughtful approach. Please feel free to reach out about any questions with your investments and any portfolio changes.