Category Archives: Investments

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

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 way

Actual Results of my First Time Betting Against a Company

Back in January I discussed that I was jumping in with the bears on a particular stock and actually betting that a company would be worth less than what it was at a future date.  In that post I discuss the difference between the two main options I knew about when trying to profit off

Waving the White Flag on Actively Trading my Traditional IRA

About a year ago I decided to put some money towards an investment idea I had been thinking about for years.  I was going to buy stocks for the sole purpose of selling covered calls on them.  My thought process was simple enough: Buy equities that were near option call levels Sell a covered call