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 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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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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College costs skyrocket

The Best 529 Plan For My Daughter Is Not As Perfect As She Is

I recently opened a new 529 account for my daughter’s college savings.  After a lot of thought, and without much fanfare, I have decided to use the Virginia 529 inVest Plan, the same plan I use for my son. From my research, it’s the best 529 plan available for our family. I have written an […]

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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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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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Yangshuo

Why I Don’t Read Travel Blogs

While this blog is relatively new, my goal to retire a year before my Dad retired is not. The goal has been around since October 2002, shortly after he stopped working. Back then at age 27, I had a lot of time to start getting serious about saving for retirement. But I was not serious […]

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A Brief History of My Debt

As a general rule, I am against using debt to buy things. Long ago my Dad explained that it is best to pay off credit cards every month. He told me this before I even understood what carrying a balance meant.  The one exception I hold for debt usage in personal finance is real estate. […]

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