Tag Archives | dividends

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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Strive To Wake Up And Do Nothing (With Your Finances)

This quote changed the way I think about my career. Soon after I read it, a coworker complained to me that his manager was dumping menial work on his underlings; to the point it appeared he was taking on very few tasks. Previously, I would have sided with my coworker thinking this manager was not […]

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Build Income Streams In Case You’re Fired!

One striking revelation from the presidential election process this year was the sharp contrast between people who think the U.S. is in pretty good shape and those who feel the country never recovered from the last recession. Politics aside, the U.S. is in its 89th straight month of economic expansion. The longest post-World-War-II economic expansion […]

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Test two

List Of Debt-Free S&P 500 Companies

  How much debt is on the balance sheet? That’s one of the first questions I answer when I’m evaluating a stock. Companies borrow money for a myriad of reasons including to launch business lines, fund acquisitions, fund operations, and sometimes to fund distributions to shareholders. Smart MBAs sit in office suites and perform elaborate spreadsheet […]

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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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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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Top 5 Dividend Aristocrats Using The Best Value Rankings (With A Special Guest)

The last article I wrote introduced the brand new Dividend Aristocrats Best Value Rankings page. It’s a quick resource for evaluating the most undervalued Aristocrats to be considered for further research. Today’s post takes a closer look at the current Top 5 Dividend Aristocrats using the tool. And I’m super excited about who’s here to help out. […]

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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

Investment Income Updates – January 2015 through December 2015

January 2015 The investment Income/Portfolio page on my blog has been updated as of January 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. January is typically […]

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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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Santa Stocks Small

Santa’s Stock Portfolio Year 2 – Elf-sized Returns

Welcome to the third annual installment of Santa’s Stock Portfolio! Each year I take a look at Santa’s stock portfolio to see how he performed against the S&P 500 index. Santa spends most of the year semi-retired with plenty of time to rethink over his investments. Come December, he’s busy making lists and rechecking them (twice) […]

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CMI MMM Pimple Eraser

Two Industrial Stocks I Recently Bought

Note: This post was meant to be published on 07/22 but was not due to the arrival of our new daughter. Some numbers are as of last week.  My taxable portfolio is always available for your viewing pleasure on the Income tab in the menu above. I’m up to 45 stocks now, which is hard […]

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