Tag Archives | drips


Revolt Against Fees!

Last week I received bad news about a dividend reinvestment plan (DRIP) that I’ve invested in for the past two-plus years. Procter & Gamble (PG), the consumer products giant and popular Dividend Aristocrat, switched its stock transfer agent and raised fees. DRIP fees are the enemy of dividend growth investors. Those of us that track […]

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December 2015 Received vs Projected Monthly

State Of The Portfolio – December 2015

The investment income page on my blog has been updated as of December 31st. This page outlines my portfolio of taxable investments and the income they generate on a yearly and average monthly basis. Click here to access all previous monthly income updates. If you’re a first-time visitor, I track my investment income (aka passive income) publicly as opposed […]

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Chevron Drip logo

20 Years In The Chevron DRIP

For my birthday in 1995, my uncle gifted me one share of Chevron (CVX) stock out of his dividend reinvestment plan (DRIP). He was an employee at the time. He instructed me to regularly invest small amounts of money into the program and automatically reinvest the dividends I received. Eventually, he said, the quarterly dividend would […]

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2015 GOALS Med

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 […]

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5 New Logos

5 New Dividend Stocks In My No-Fee Portfolio

Note: As of May 22nd, 2017, Loyal3 is no longer in business having sold its customer list to FolioFirst. I now highly recommend the online broker M1 Finance to build a new portfolio. The first $1,000 is invested free of charge. Read more about the Death of Loyal3 here.  Over the past few months, I’ve been slowly […]

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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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Transferring stock from Computershare to TD Ameritrade

Transferring Stock From Computershare to TD Ameritrade

Note: This same process holds true among other brokerages including TradeKing and Fidelity. Also for transferring shares out of Wells Fargo Shareowner Services.  Updated 08/26/2016 to include notes about verifying cost basis reporting. Recently, I made a simple move that increased my forward 12-month investment income (F12MII) by $12 per year. This move has other positive effects […]

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P & G Logo

Procter & Gamble DRIP Investment Initiated

Looking for an automated way to track your investments and calculate your net worth? Forget spreadsheets. Check out Personal Capital. This tool has COMPLETELY CHANGED the way I handle my finances.    Update 06/16/2016: Received an email today indicating PG has left Computershare for Wells Fargo Shareowner Services and is raising fees. I find this […]

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Bank of America Poised for Strong Dividend Growth

Last week, Bank of America (BAC) announced that it plans to increase its dividend from a quarterly payment of $0.01 to $0.05 starting in the second quarter of this year. This is its first increase since 2007. I wrote an exclusive article on the topic for Seeking Alpha which was published on Monday morning. Click here to […]

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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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Aqua America Logo

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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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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Patience Pays – 16 Years of Buying and Holding Coca-Cola

Thanks to all who read and shared my recent post CVX and How I Got Started Dividend Investing. The response and feedback was tremendous. Because of the response, I have decided to write about another successful investment, buying and holding Coca-Cola (KO). Anyone reading this blog has probably read quite a few articles already about […]

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CSX DRIP Investment Initiated

Update 11/16/2015: I recently transferred my shares out of the CSX DRIP and into TD Ameritrade. I found the Broadridge CSX DRIP to be a complication on my finances, and they charged fees. Now I’m tracking my investments through TD Ameritrade, Loyal3, and Personal Capital (a free and powerful investment tracker). For a guide on […]

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