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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Sold: American Reality 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 Reality 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 […]

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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 […]

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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 […]

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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 […]

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A Penny Smart, A Pound Foolish

Years ago I went to Ireland with a friend. We rented a car and drove from Galway to Kilkenny via the southwest peninsular route. Ireland is awash with beautiful landscapes and scenic drives lined with intricately built stone walls. The roads, however, can be narrow and tricky to navigate at times. One morning in a […]

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If My 2 1/2 Year-Old Son Could Buy Stocks

Raising two kids is the most fun I’ve ever had. I’m only 2 1/2 years into the adventure, but the experience of having kids far surpasses the fun I had in my youth and during the time I spent traveling the world. Watching our kids learn, grow, and develop their personalities is more entertaining than I ever imagined. […]

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Basic Technical Analysis – Bollinger Bands

It’s time for another installment of the series, Basic Technical Analysis for Dividend Investors. Last time, I introduced the subject of technical analysis and suggested that it should only be used as a secondary and supplemental tool after exhaustive fundamental analysis. Technical analysis is particularly useful for dividend investors when the decision to buy a […]

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Investment Income Update – Sept 15th 2014

The Investment Income/Portfolio page on my blog has been updated as of September 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 […]

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Recent Stock Purchase: Parker Hannifin (PH)

An updated version of this article was published on Seeking Alpha. 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, prior to age 59 1/2. I’ve deployed a strategy of creating multiple streams of income including real […]

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Quarterly Lending Club Review – Sept 2014

It’s been about three months since my last Lending Club Review so it’s time to take another look at my portfolio. Since May of 2013, peer-to-peer (P2P) lending has been a source of income that I’m developing to help build net worth and ultimately fund my living expenses once I am done working a full-time job. I’ve […]

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Liebster Award And More About This Blog

This weekend I was nominated for a Liebster Award. It’s not really an award, more of a way to get to know some newer blogs better. For a decent explanation about the origin of the award, check out this link. Liebster means “dearest” in German. Many thanks to a blog called Two Strange Cookies for the nomination! Jake […]

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