Recent Stock Purchase – Dover Corporation (DOV)

My goal as an income investor is to create a portfolio of investments that generate reliable and compounding cash flow to grow my net worth and fund my eventual retirement before I turn 56, the age my Dad retired. I’ve deployed a strategy of multiple streams of income including real estate, peer lending and dividend growth stocks to reach my goal. My […]

Continue Reading 11

Financial Goals For 2015

In the past few weeks, I’ve reviewed my 2014 financial goals and calculated my forward investment income for the year’s end. Now it’s time to set some new financial goals for 2015. This year I’m lowering the number of goals (four compared to seven) I set while making the new ones more challenging, measurable, and targeted. I recently […]

Continue Reading 12

5 New Dividend Stocks In My No-Fee Portfolio

Over the past few months, I’ve been slowly growing the number of dividend stocks in my Loyal3 account. In the first post about my no-fee portfolio, I laid out my conviction for buying Berkshire Hathaway (BRK-B), Disney (DIS), and Hasbro (HAS). I buy at least $50 worth of each stock every month, and plan to continue […]

Continue Reading 7

Investment Income Update – Dec 2014

The Investment Income/Portfolio page on my blog has been updated as of December 31st, 2014. This page outlines my portfolio of taxable investments and the income they generate on a yearly and average monthly basis. Also included is a chart with a historical look at my investment income since October 2003. It’s been a month and […]

Continue Reading 16

2014 Financial Goals Review

Happy New Year! It’s time to look at this past year’s goals to see how I performed. I set these financial goals in the post Retire Before Dad 2014 Financial Goals on 12/31/2013. I also did a mid-year review titled Whooah, We’re Halfway There featuring some vintage Bon Jovi pics with scantily clad women. Someone over at […]

Continue Reading 16

IPO Review: Lending Club (LC)

Last week, the leading peer to peer lending company, Lending Club (LC), started trading on the New York Stock Exchange (NYSE) after a widely inclusive and smoothly executed initial public offering (IPO). Early equity investors and peer lenders who were able to participate profited handsomely. As a Lending Club loan investor since May of 2013, I […]

Continue Reading 4

Santa’s Dividend Stock Portfolio Revisited

Last year, I published a post called Santa’s Dividend Stock Portfolio. You can read the article by clicking this link. The jolly old man is semi-retired for 11 months of the year and has plenty of time to tend to his dividend stock portfolio. Despite being a very public and influential figure, he is not required to […]

Continue Reading 10

What Strategy Works For You?

Ever wonder why so many young people are afraid to start investing? If you read the financial sites online, or watch the financial news networks, the answer becomes clear. There’s lots of so-called experts telling us what to do with our money. Some advice is over simplified and inadequate. Other advice is unnecessarily complex. For someone just […]

Continue Reading 12

Investment Income Update – Nov 15th 2014

The Investment Income/Portfolio page on my blog has been updated as of November 15th, 2014. This page outlines my portfolio of taxable investments and the income they generate on a yearly and average monthly basis. Also included is a chart with a historical look at my investment income since October 15th, 2003. I track my […]

Continue Reading 12

Debt Is The Least Of Your Financial Problems

The internet is full of debt pay-down stories and “How To” guides on getting out of debt. Debt is often characterized as the enemy or a ball and chain, but it’s not so bad compared to some broader and more significant financial variables. When looking at the big picture of a personal financial situation, issues larger than […]

Continue Reading 7

Sold: American Realty Capital (ARCP)

On October 29th, the day the company announced non-reliance on previously issued financial statements and changes in accounting personnel, I sold all of my shares of American Capital Realty Properties (ARCP). This was my second stock sale of the year, the first being Dave & Buster’s (PLAY). For me, selling ARCP was not a matter of being […]

Continue Reading 15

Falling Knife, Iron Glove

August is always a slow month for the stock market while investors are on vacation. September arrives and volume picks up as we pass through the Labor Day holiday and into the fall season. Then we enter the month of October which usually comes with increased volume and volatility, before slowing down again into the holiday […]

Continue Reading 11

Investment Income Update – Oct 15th 2014

The Investment Income/Portfolio page on my blog has been updated as of October 15th, 2014. This page outlines my portfolio of taxable investments and the income they generate on a yearly and average monthly basis. Also included is a chart with a historical look at my investment income since October 15th, 2003. I track my investment income […]

Continue Reading 19

Loyal3 IPO Review: Dave & Buster’s (PLAY)

I never thought I’d have the opportunity to by into an IPO before it goes public. Why? IPO’s were always reserved for the Wall Street firms’ best (i.e. wealthiest) customers. Not for individual investors like me. Right? Well, times have changed somewhat, and now certain IPOs are available to individual investors like you and me at Loyal3, at […]

Continue Reading 23

Powered by WordPress. Designed by Woo Themes