Lanny’s Final 2016 Goals Update

BOOM!  2016 is officially closed, the I’s have been dotted and the T’s are now crossed.  There has been a lot of progress, set backs and steps taken forward in order to achieve goals, have a balanced life and new experiences.  I set lofty goals back in December of 2015 for my 2016 year and with the year turning a page to 2017, this means it is now time to reflect on achieving or not hitting the goals established for the year.  Let’s see how I was able to perform.

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Bert’s Final 2016 Goals Review

Final dividend income totals have been tallied.  Final purchases were made (or not made).  Now that the ball dropped and the calendar turned, the book on 2016 is finally closed.  A few weeks ago, I published my 2017 investing and life goals so I can hit the ground running in 2017.  However, I can’t ignore the fact that I had 2016 goals to complete.  I performed quarterly updates to monitor my progress; so for one final time, I will publish my 2016 goals review.  Let’s see if I was able to meet my goals in 2016!

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Bert’s December Dividend Income Summary

I’ve been getting excite to write this post ever since I published my November 2016 dividend income summary.  Why?  Because December is the BEST DIVIDEND INCOME MONTH OF THE YEAR!  Not only do we receive dividends from the majority of companies in our portfolio, but we also receive distributions from our mutual funds.  More often than not, the capital gains distributions cause you to fall out of your seat as the number never seems to disappoint, especially when you have been contributing to your 401k throughout the year.   Now that it is officially 2017, time for me to perform my final dividend income summary of 2016!  Let’s see my December dividend income figures!

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Lanny’s December Dividend Income Summary

Happy New Year everyone!  I hope everyone was able to ring in the turn of the calendar with their loved ones and are having a healthy & happy new years thus far.  This was the time period when everyone made their final pushes to achieve their goals for the year and ultimately & hopefully have ended up in a better position than they were a year ago.  This is also one of my favorite month’s worth of dividend income, due to it being a quarter-end and the last month of the year.  With the weather being sunny and melting the snow into the new year, let’s see if my portfolio was able to heat up and produce heft dividends for December!

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Lanny’s Recent Stock Purchase – Procter & Gamble (PG)

Kicking off the year with a dividend aristocrat stock purchase!  What better name to buy than to have a stock purchase towards the brand that is in your cousins cupboard or bathroom, that is on your neighbor’s shelf or heck, a brand that you just brushed your teeth with using Crest!  I am talking about Procter & Gamble, based in Cincinnati, Ohio!  This isn’t the first time I have purchased them, but I am very excited that I was able to add this bolster-branded company to my dividend producing portfolio!  Check out the details below!

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Lanny’s 2017 Goals

Here we go again!  Another rendition of establishing my goals for the upcoming year.  As we remember, I cannot wait for the upcoming year of 2017.  This has been a whirlwind of 365 days and very happy to close the books on the year.  I am ready, today, now, this moment to take more control and to leap forward into the challenges that await, as well as the growth that I know these next 365 days will contain.  goals Continue reading

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Stocks to Look Forward to in 2017

Now that 2016 is coming to an end, I am very excited to ring in the New Year, that’s for sure.  Putting back up the Christmas Tree, cleaning out any items that are needing to be thrown away and creating more simpleness in my house had me thinking about the big stocks I’m looking forward to in 2017.  There are many reasons why I am trying to look at things more from a “bigger picture” and refining/tightening/sharpening a focused strategy in 2017, as it relates to investing.  The S&P 500 is up over 10% through Christmas and due diligence is going to be that much more “fun”.

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