Category Archives: Dividend Investment Portfolio

October 2013 Dividend Champion Watch List

After my September 2013 Dividend Champion Portfolio Update I bought: 10 shares Target at 63.18 with commissions – $639.75 This (along with every other) update takes a snapshot of certain metrics on a certain date (this one was prepared the night of October 18, 2013). My Dividend Investment Portfolio Screening Criteria The company has paidContinue Reading

Another Reminder Why I Like My Dividend Account

I don’t pay particular attention to my dividend income since it is so low, but I was inspired the other week when reviewing a client’s file.  The individual, a police officer, built a very impressive balance sheet with his wife, an administrative assistant, but I was shocked when I saw the tax return.  This coupleContinue Reading

September 2013 Divided Portfolio Watch list

After my August 2013 Dividend Portfolio watch list update I bought: 10 shares Walmart at 73.54 with commissions – $743.35 This (along with every other) update takes a snapshot of certain metrics on a certain date (this one was prepared the night of September 16, 2013). My Dividend Investment Portfolio Screening Criteria The company hasContinue Reading

August 2013 Dividend Stock Watchlist Update

I am not sure why but in the last 18 months or so of updating my watchlist for everyone to see I never shared what I bought the month after…and no one ever called me out! So out of my July dividend watch list Update (July 15, 2013) I bought: 15 Shares of Coke (KO)Continue Reading

Dividend Investment Portfolio July 2013 Watchlist Update

This (along with every other) update takes a snapshot of certain metrics. Ideally, I would revisit these metrics every single time I went to buy stocks, but my investment schedule is erratic based on unpredictable income and these updates take 90mins+ since everything is done by hand. I would love to figure out a wayContinue Reading

Updating and Tweaking the Parameters of my Dividend Watchlist June 2013

My dividend investment account has gone through one main change since starting it a few years ago.  That change was because of my move from share builder to fidelity, so I needed to buy stocks in bulk rather than put a small amount into fractional shares .  Today, I just make a minor change whichContinue Reading