Monthly Archives: January 2017

//January

Screening for Undervalued Dividend Growth Stocks January 2017

With a new year underway I decided to slightly alter the screen I use to attempt to find undervalued dividend growth stocks.  I discuss my metrics in further detail below, but the specific changes I made was to decrease the amount of years necessary for a stock to pay an increasing dividend from 20 years to 15 years and I put a moving target with regards to market cap to remove some of the smaller, thinly traded companies. Decreasing the requisite amount of years to even start the screen provided me with another 53 companies to look at (157 vs 210)!  The [...]

By |2017-01-11T16:57:25+00:00January 11th, 2017|Dividend Investment Portfolio|1 Comment

My Dividend Growth Portfolio January Update

I have been dreading writing this post since I already know I screwed up in December.  I gave myself very specific rules when it comes to selling short puts and I think my head got a little too big after a ridiculous month in November when it comes to investment income. My December 2016 Investment Activity My Undervalued Dividend Growth Stock Purchases December, like most months, I made my normal $500 purchase plus my option income for the previous month($506): On 12/6/2016 I bought 15 Shares of Aflac (AFL) at $68.75 ($1,038.32 purchase). This added to the 10 shares I already owned. [...]

By |2017-01-08T18:33:21+00:00January 9th, 2017|Dividend Investment Portfolio|0 Comments

2017 Goals and Objectives

I can't believe I have the opportunity to write another one of these posts on this blog.  I have been writing these posts and their subsequent reviews for years.  Looking back at these posts is one of my favorite things about this blog; it allows me .  It allows me to look back a year later, review what I was thinking, and actually be honest with myself whether I met those goals and objectives.  This is not a resolution post.  A resolution post usually contain an end result rather than an actionable step to get there.  I find, for me, it is better [...]

By |2017-01-05T14:48:23+00:00January 5th, 2017|Personal Situation|1 Comment

Net Worth Update January 2017

With another month underway, albeit a big month, it is time to see how my net worth has fared.  I have been publicly tracking my net worth since January 2011 when I "zeroed" out my net worth so I can share my gains or losses every month since.   It is odd to me that I am in the minority of people who actually keep track of their net worth.  At the very least it provides you with the opportunity to think about whether you have made good or poor choices with regard to your finances that month.  At the most, tracking your [...]

By |2017-01-02T21:11:18+00:00January 2nd, 2017|Personal Situation|0 Comments