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Position Review: Year 5 of Owning Emerson Electric

As part of my retirement strategy, I maintain a dividend growth stock portfolio containing companies that boast a history of paying and increasing dividends. Companies that do this tend to have excellent management, wide economic moats, strong balance sheets and consistent earnings growth over time. The purpose of this portfolio is to provide reliable and […]

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Approaching $4000

Investment Income Update – Feb 15th 2014

The Investment Income page on my blog has been updated as of February 15th 2014.  This page outlines my portfolio of 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. My day job is busy from December […]

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Senator William V. Roth, Jr.

Utilize the Roth IRA for Early Retirement

Are you interested in learning about using the Roth IRA for early retirement? Scroll down for more on opening a Roth IRA and to learn about the best IRA and net worth tracking too, Personal Capital (it’s 100% free!). Anyone seeking financial independence must understand how to utilize the Roth IRA for early retirement in the context […]

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Photo by RBD

The Elephant In My Portfolio

I once saw an elephant show in northern Thailand.  The animals paraded out from a holding area with their trainers, decorated and eager to entertain. They performed dog-like tricks, sitting, lying down and even fetching. The highlight for me was a pickup game of soccer where the elephants kicked the soccer balls into an over-sized […]

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Rental Plans

The Details of My Rental Property

Every month I update the Investment Income page to show how my passive income streams are fairing. Included is the amount of money I make on my rental property. In this post I’m going to give you some background and crunch the numbers to show you exactly how I calculate my cash flow. The property […]

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Aqua America DRIP Investment Initiated

Update – Still buying $100 per month in the Aqua America DRIP. Check out my most recent Investment Income Update for the latest buys. Or click here to see my entire investment portfolio.  I’m now using Motif Investing instead of opening new DRIPs. Motif offers low fees for buying individual stocks. And you can create your […]

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Investment Income Update – Jan 15th 2014

The Investment Income page on my blog has been updated as of January 15th 2014.  This page outlines my portfolio of 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. It has been a busy month for […]

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Tax Time

The Tax Season Cometh

This is part one of a two part series on filing your 2013 US Federal tax return. Today’s post focuses on the complexity of the tax code and why you should e-file instead of paper file.  Part two will offer some tips for filing your taxes this year. The IRS  will start accepting tax returns […]

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RBD Sector Weight Chart 01.05.14

Sector Weighting – Developing a Game Plan

Update: I’m now using Personal Capital for complete asset allocation analysis, net worth calculation, sector weighting and retirement fee analysis. Personal Capital is a 100% free tool. Highly recommended. I have recently done some sector weighting analysis on my portfolio.  By evaluating my portfolio, I can see where I am overweight and underweight large sectors […]

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10 Years In The Verizon DRIP

Update: I’ve since transferred my Verizon DRIP shares out of Computershare and into TD Ameritrade. Click here to read about the transfer process. Instead of opening new DRIPs, I now use Motif Investing to invest and pay as little as $4.95 per traded. Highly recommended. January 5th, 2014 will mark the 10 year anniversary of buying […]

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Investment Income Update – Dec 15th 2013

The Investment Income tab on my blog has been updated here as of December 15th 2013.  This page outlines my portfolio of 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 update the spreadsheets for my […]

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Santa Stocks Small

Santa’s Dividend Stock Portfolio

Santa has a busy day coming up. But during the rest of the year, he is semi-retired other than the time he spends keeping up his list of naughty and nice children.  I hear that’s a much easier task now with his new iPad app. Like all great managers, he has hired a team of […]

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A Lending Club Filter

I’m now using LendingRobot for automated purchases instead of this Lending Club Filter. Follow this link for all the latest on my Lending Club investing performance. Click here to learn more about opening an account. For tracking Lending Club and other investments, check out Personal Capital to calculate your net worth in real time.  On […]

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Investment Income Update – Nov 15th 2013

The Investment Income tab on my blog has been updated here as of November 15th.  This page outlines my portfolio of 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. Unlike a lot of […]

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