Tag Archives | Loyal3

December 2016 Received vs Projected Monthly

5 Stocks I Bought And Sold Last Quarter

The Portfolio page on my blog has been updated as of December 31st, 2016. This page outlines my portfolio of taxable investments and the income generated on a yearly and average monthly basis. Click here to access all previous portfolio updates. I track my stock purchases and investment income (aka passive income) publicly as opposed to net worth. I still track my net […]

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Source: Wikipedia Commons

What Are The Most Undervalued Dividend Aristocrats?

Today’s post introduces a new resource that I put together for dividend investors called the Dividend Aristocrats Best Value Rankings. It’s a quick and easy starting point to begin your dividend growth investing research. The rankings are free to use, so click on over and let me know what you think. Curious what company tops the list […]

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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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Goals and Resolutions (Inspired By My Kids)

Happy New Year everyone! Did you accomplish your financial goals last year? Any resolutions for 2016? The goals I set last year were mostly a success. Setting firm and measurable financial goals kept me motivated throughout the year. I’ve made some exciting progress. My 2016 goals are similar but need to account for potential uncertainty during […]

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Taxloss Feature

Tax Loss Harvesting A Loser – CMI

I spent a lot of money on CDs in the 1990’s. Had I invested every dollar instead, I’d be much closer to reaching my long-term goal. Collecting material objects is rarely a good retirement strategy. The two giant plastic bins of nearly worthless 1980’s era baseball cards in my basement strengthen that statement. But alas, […]

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November 2015 Received vs Projected Monthly

Investment Income Update – November 2015

The investment income page on my blog has been updated as of the 30th of November 2015. 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 […]

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October 2015 Received vs Projected Monthly

Investment Income Update – October 2015

The investment income page on my blog has been updated as of October 31st, 2015. 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. For the newbies here, I track my investment income (aka passive […]

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September 2015 Received vs Projected Monthly

Investment Income Update – September 2015

The income and portfolio page on my blog has been updated as of September 30th, 2015. 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. Click here to access all previous monthly income […]

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August 2015 Received vs Projected Monthly

Investment Income Update – August 2015

The income and portfolio page on my blog has been updated as of August 31st, 2015. 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. Click here to access all previous monthly income […]

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July 2015 Received vs Avg Monthly

Investment Income Update – July 2015

The income and portfolio page on my blog has been updated as of July 31st, 2015. 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. Click here to access all my previous […]

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June 15 Feature

Investment Income Update – June 2015

The income and portfolio page on my blog has been updated as of the June 30th, 2015. 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. Click here to access all […]

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May 15 Feature

Investment Income Update – May 2015

The investment Income and Portfolio page on my blog has been updated as of the May 31st, 2015. 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. Click here to access all […]

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Mar 15 start of blog

Investment Income Update – March 2015

The investment Income Portfolio page on my blog has been updated as of March 31st, 2015. 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. One of the big attractions […]

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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’ve transferred all of my shares to TD Ameritrade. Read more about the Death of Loyal3 here.  Over the past few months, I’ve been slowly growing the number of dividend stocks in my Loyal3 account. In […]

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December 2014 Inv Income Chart

Investment Income Update – Dec 2014

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

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MoneyHead

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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