Lanny’s January Dividend Stock Watch List

Who is ready to buy some stock this year?  Now that the tax-reform dust is settling in, the market has had two weeks to react in 2018, things are looking interesting.  The REIT and utility industries have taken a little bit of a back seat thus far, this year, and it’s time to wipe the sleep from your eyes to see if there are buying opportunities.  This month, there are three stocks on my dividend stock watch list and I hope you enjoy, gain useful information and leave feedback.  Sip on the coffee and check out the list!

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Recent Buy – Realty Income (O)

After a record December, I was looking to start 2018 off on an aggressive note.  I play to push my limits in 2018 and hopefully provide a lot of fuel to my investment portfolio.   Despite the fact that the market has also started off on a tear, a few opportunities have presented themselves.  After watching the price of REITs such as Realty Income and HCP (Lanny’s latest purchase) continue to fall, I knew that a purchase was inevitable.   Let’s see why I added to my position in Realty Income!

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Lanny’s Final 2017 Goals Update

Wow… another year, down.  I know it’s cliche and that every day is just that, a day.  Whether it’s 365 of them or 450, but at least the calendar is there to check progress towards your goals.  I set goals last year in January, to blaze trails and do more what I’m passionate about.  12 months, 365 days, 8,760 hours (and you get the drift) have passed and it is that peaceful time to check in on the full check on my 2017 goals.  Time to dive right in.

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Lanny’s 2017 Portfolio Review

I  keep a copy in PDF of my portfolio every quarter, and have a deeper dive at 12/31, but this also provides a blog’d example of where I stand, so I can always refer back on the site the historical position of my portfolio.  As we have done in the prior years, this post will be an overall recap of my portfolio, the contributions, dividends going forward, dividends received, what I can analyze from the current position, etc..  It’s always fun to see what the year compiled into one snapshot of all of the hard work that goes into the dividend engine.  I am excited to see where it stands and what can be done going into this new year!  Let’s dive on in.  Continue reading

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Bert’s Fourth Quarter Goals Review

Goals.  Man setting lofty and ambitious goals are so important to achieving success. I’m relatively new to the goal setting process and only started doing so just a couple of years ago.  At first, I only set annual goals; however,  after the third quarter, I took a new approach to setting goals.  I created a list of four life and finance goals to compliment my lofty annual goals.  The thought was I could focus on taking care of both little and big rocks during the quarter instead of focusing my attention solely on those lofty annual goals.  In this article, I plan on reviewing these four fourth quarter goals.  Let’s take a look at these goals and see how I performed.

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Bert’s December Dividend Income Summary

December is THE BEST month to be a dividend growth investor.  Not only is it the third month of the quarter the most popular month to pay a dividend, but December is also the month where mutual fund companies pay their capital gains distributions!  Whoo.  Lanny and I were refreshing Vanguard’s website hourly (okay, probably less frequent than that) since we were eagerly awaiting the results.  For Lanny, the results WERE INSANE as he crossed $2,000 in dividend income for the first time ever.  Lanny congratulations my man.  Just incredible!  While my portfolio is far behind his (one day I’ll catch you Lanny!), my December’s have historically been strong.  If I ever had a chance to record a record level of dividend income and beat him this month, it would be in December.  So now, let’s dive into the details and check out my December dividend income summary!

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Lanny’s December Dividend Income Summary

Merry Christmas and Happy New Year everyone!  Hope everyone had a blast finishing off the year and are ready to set 2018 on fire!  What better way to ensure to light this year up, than a record-setting month of Dividend Income?  That is my case and point.  I am beyond thrilled and excited to see the figures everyone is putting up, showcasing the blood, sweat & tears everyone has endured to this point.

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