Tag Archives: dividend investment portfolio

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

Updating My Dividend Watchlist

For the past few years every few months I have updated my dividend watch list (last dividend investment portfolio update April 2013). I recently decided since this account is moving up in terms of a priority (i.e. I am depositing more and more money into it) I should update the watch list every month to