Bert’s Portfolio Review – 2019

For the first time on this website, I thought it would be a good idea to publish a review of my investment portfolio!  Lanny has been doing so each quarter and we are discussing many of these metrics on a regular basis either when together or on the phone.  So I figured it would be a good time to sip on a cup of tea (notice no coffee today) and dive into some of the numbers.

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Slowing Dividend Growth in 2019 and Why It Is Not All Doom and Gloom

Once again, as I sip on a delicious, warm cup of coffee, I have found myself shaking my head.  This time, the disappointment was at the hands of Pepsico (PEP).  Their recent 3% dividend increase left a lot to be desired.  It is significantly lower than last year and their 5-year average dividend growth rate.   But Pepsi wasn’t the only company that has made me feel this way in 2019.  We’re noticing a frustrating trend in 2019….slowing dividend growth.

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Getting Back to Basics

We all have been there.  When time goes by and sometimes you cannot grasp everything that is happening or everything that is happening is out of your control.  You begin down a spiraling path of not taking care of “the house” and end up jumping from one event/task/fire to the next, while running out of time to take care of what was needed.  The last 6 months have been amazing and Lord knows how life-filled that time period was.  However, I may not have been as diligent as I could have been and 2019 is about getting back to basics.

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

What is the S&P 500?

How many times have you read somewhere or heard someone state the “S&P 500 is up or down X% today?”  Or have you heard someone say that they own a mutual fund or ETF mirrors the S&P 500?  Lastly, have you read one of our stock analyses where we compare a company’s price to the S&P 500 to determine if the company is undervalued?   If you are a beginning investor, when asking those or similar questions to yourself, did you even stop and wonder what exactly the S&P 500 is?

This year, we have started our financial education series where we educate investors of all experience levels about various topics.  We’ve covered topics such as Who and What Is Vanguard?, What is the Dividend Payout Ratio?, and  What is a Dividend? In this article, we will take a deeper dive into the S&P 500, explain what the stock market index is, provide a background, and review how the S&P 500 determines which stocks are included in the index.

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

What are the Differences Between Mutual Funds and ETFs?

This year, we launched our financial education series.  The purpose was to educate investors on various aspects of dividend investing or just investing in general.  Some articles have been as fundamental as “What is a Dividend?”  while some articles took a deeper dive into a topic, such as “What is a REIT and How Are Dividends From a REIT Taxed?”   Today’s article will take a step out of the dividend specific topic and explain the differences between mutual funds and ETFs.  Both types of investments are important diversification options and are similar (but with some key differences).   And of course, as you would expect, there will be a dividend twist at some point in this article!  Let’s start peeling back the layers!

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

What is a REIT and How Are Dividends Received from a REIT Taxed?

This year, we started a financial education series geared towards educating beginning investors and more specifically, beginning dividend growth investors.  Our first two articles explain what a dividend is and the dividend payout ratio (and how to calculate it). In this article, we will take a deeper dive into one specific type of holding that can be found in many dividend investors’ portfolio.  This holding typically pays a higher dividend, which is why dividend investors are always on the lookout for a great one. If you’re looking into becoming a dividend growth investor, you better get used to reading these four letters…REIT. Here is a deeper dive into what a REIT is and how dividends received from a REIT is taxed.

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail