Category Archives: Investments

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

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 andContinue 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

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 toContinue 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

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 offContinue Reading