Tag Archives | dividend growth investing

Train Tracks to Retirement

How I Track Dividend Income in Excel

In the almost five years of sharing my investments on this blog, I’ve never shown exactly how I track dividend income. This article lays out the steps (with screenshots) I take each month to import dividend data into my tracking spreadsheet, estimate forward dividend income, and easily capture dividend increases. My forward 12-month investment income […]

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June 2017 Received vs Projected Monthly

8 Investments I Made In The Last 3 Months

The Portfolio page on my blog has been updated as of June 30th, 2017. 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 updates. I track my investment income (aka passive income) publicly as opposed to net worth. I still track my net worth and […]

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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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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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Daughter buy stocks 600 midq

If My 2 1/2 Year-Old Daughter Could Buy Stocks

This post is the second part of a three-part series. If My 2 1/2 Year-Old Son Could Buy Stocks was penned about 19 months ago when my boy was cracking us up every day with his love for doors, train cars, elevators, and socks. Now it’s my first daughter‘s turn. We describe her as bossy, […]

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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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THOR Airstream - Featured

Thor Industries: In It For The Long Haul

My goal as an income investor is to create a portfolio of investments that generate reliable and compounding cash flow to grow my net worth and fund my eventual retirement before I turn 56, the age my Dad retired. I’ve deployed a strategy of multiple streams of income including real estate, peer lending and dividend growth stocks to reach my goal. My […]

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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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Dover Corporation (DOV) Stock Purchase

My goal as an income investor is to create a portfolio of investments that generate reliable and compounding cash flow to grow my net worth and fund my eventual retirement before I turn 56, the age my Dad retired. I’ve deployed a strategy of multiple streams of income including real estate, peer lending and dividend growth stocks to reach my goal. My […]

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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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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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will_ferrell

Retirement Strategy Revisited

Back in September 2013 when I started this blog, I wrote a short post about retirement strategy. It was my third post, and it listed out my basic retirement strategy while serving as an outline for what I’d write about on the blog. This post is an updated version digging deeper into my strategy. A […]

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Aqua America Logo

Aqua America DRIP Investment Initiated

Update – I’m no longer investing in the Aqua America DRIP. I still own the stock, but it’s been transferred to M1 Finance.  I’m now using M1 Finance instead of opening new DRIPs. It’s a more intuitive platform for beginner to intermediate investors. Highly recommended.  On January 8th, 2014 I initiated a position in the Aqua America […]

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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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