Tag Archives | TD Ameritrade

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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SubClub feature

6 Powerful (And Low-Risk) Financial Maneuvers That Put Extreme Frugality To Shame

I thought I was a frugal mastermind in college. The Subway restaurant near me had a different sandwich special every month. The owner picked one sandwich and sold it at a discounted price. The two cheapest Subway sandwiches have always been the Cold Cut Combo and the Meatball Marinara. Those were my go-to choices for […]

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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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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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Drawers 500

Hold Your Drawers And Buy Stocks

When I was 10 years old, I spent New Year’s Eve at my Aunt and Uncle’s house. It was frigid outside, but my Uncle was determined to set off some firecrackers he acquired through a coworker. He said they were unpredictable and cheap Chinese firecrackers. All fireworks were illegal in our township. Since it was […]

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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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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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800px-CSX_Transportation_system_map.svg

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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