Archive | Stocks

Coca Cola DRIP

How My 20-Year Investment In Coca-Cola Has Fared

20 years ago, I was a college junior enrolled in investing and corporate finance courses. Being freshly educated about the time value of money, I knew my youth was my most powerful investing advantage. But I didn’t have much money. A few years earlier, my Uncle gifted me one share of Chevron stock through the […]

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CliffO

“As Long As The Stock Market Doesn’t Crash”

I ran into my former coworker, Bob, in the office lobby the other day. We started talking about retirement. He’s planning to fully retire later this year. He’ll be 62-years-old. The last time we spoke about retirement, his target age was 67. I congratulated him for being five years ahead of schedule. He’s one of […]

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Drip lessons learned

Lessons Learned From 20 Years of DRIP Investing

As my investing strategy has evolved over the years, I’ve started to move away from DRIP (dividend reinvestment plan) investing. In part, because of the extra 1099-DIV tax form and costs basis data. But also because I’m now pooling dividends and reinvesting them into more undervalued stocks. The varying fees are annoying too. I still […]

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Retire Before Dad Story Camel

The Retire Before Dad Story

At age 27, I was broke, unemployed, and living at home with my parents. Not surprisingly, I was single too. Sounds depressing, right? Not so. I had recently returned from an epic 14-month backpacking trip to Asia and Latin America, spending just $10,000 on the entire journey, then completed a three-month, 8,000-mile road trip throughout the U.S and […]

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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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BB Featured

Bollinger Bands – Basic Technical Analysis For Dividend Investors

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. This post will discuss one of my favorite technical indicators, Bollinger Bands. Technical analysis […]

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FeaturedTechAnalysis

Basic Technical Analysis for Dividend Investors

Does technical stock analysis deserve a place in a dividend investor’s tool belt? Yes, I think it does for adding insight to short-to-mid-term trends and pricing. But technical analysis should only play a secondary and supplemental role after exhaustive fundamental and qualitative analysis. Some dividend investors may steer clear of technical analysis entirely because it […]

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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. For transferring shares to M1 Finance, the no-fee online broker for long-term investors, contact the transfer department in the FAQs for concierge service. M1 Finance is now 100% free.  Read my M1 Finance Review here.  I recently made a simple move that increased my passive […]

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P & G Logo

Procter & Gamble DRIP – Still a Smart Investment?

Update: I received an email indicating PG has left Computershare for Wells Fargo Shareowner Services and is raising fees. I find this disappointing as we’ll need new accounts at WF. Because of the fees I no longer recommend the Procter & Gamble DRIP. Revolt Against Fees! For information on how to transfer shares out of a DRIP, […]

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For Against Keys

Proxy Voting and the Worst Job I Ever Had

Prior to a company’s annual meeting, shareholders receive a package in the mail or via email. It contains an invitation and some documents known as proxy voting materials. The proxy voting package outlines upcoming proceedings that will take place at the annual meeting. Usually this includes voting on the Board of Directors, confirmation of the […]

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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. It’s 100% free to use. 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 of the […]

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VerizonLogo

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 prefer a more flexible platform called M1 Finance. M1 Finance gives you all the benefits of dollar cost averaging and fractional shares but at a lower […]

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

As of late 2017, I still hold all of my Coca-Cola shares in the Coca-Cola DRIP. However, I’m no longer reinvesting the dividends. In addition, I do not start any new DRIPs these days. I prefer a more modern online broker called M1 Finance that gives you the power of dollar cost averaging and fractional […]

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Chevron Drip logo

Chevron and How to Get Started Dividend Investing

Please read my latest update, 20 Years In The Chevron DRIP. I have been dividend investing as a core investment strategy since May of 1995. That year on my birthday, my uncle gifted me one single share of Chevron stock, symbol CHV at the time, now CVX. He was an employee for the company and he […]

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