Category Archives: Investments

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… 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 way… Continue Reading

First Thing You Need to Understand When You Want to Open ANY Business…

I was talking to a colleague the other day who happened to open up a restaurant when he reminded me of the most important thing to understand and know before you start ANY business.  It wasn’t the point of the conversation, but it came out pretty quickly.  I know it will sound trivial and rudimentary,… Continue 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 which… Continue Reading