Category Archives: Investments

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 paid

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 couple

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 has

Three Reasons I am not a Big Proponent of Retirement Date Funds

Retirement Date Funds are known by a couple of different names such as age based funds, life cycle Funds, etc., but they are all based on the same idea that the fund (either mutual fund or ETF) will reallocate itself based on the chosen retirement date.  They are meant to be a maintenance free and

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)

What is Rebalancing an Investment Account? Actually Rebalancing my 401(k)

It has been almost a year since I rebalanced and Reallocated my 401(k), so it is about time to take a look at the account. What is Rebalancing? According to investopedia rebalancing is, The process of realigning the weightings of one’s portfolio of assets. Rebalancing involves periodically buying or selling assets in your portfolio to