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 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

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 callContinue 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 whichContinue Reading