Similar to as Bert has performed on his review and assessment, I wanted to piggy back on that idea, and to have a snapshot of what my portfolio holds at December 31, 2014, but also introduce 5 life lessons I have taken from 2014. I typically do keep a copy in PDF of my portfolio every quarter, 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. To echo what Bert had stated – this has been a wild year for us dividend investors on our pursuit to financial freedom, and I’m excited to dive into what had happened! Continue reading
Category Archives: Monthly Summary
Bert’s Dividend Income Summary- December
Happy New Year everyone! 2014 is officially in the books and we turn the page to a new, exciting year. 2015 will be the year of major moves, as we all continue to build on our success and grow our passive income. You know that dividend income we all received this year, we will receive more this year just from the power of DRIP and increasing dividends (See the impact of dividend growth on your portfolio). Since the year is over, I wanted to take one final look at the dividend income I received in 2014 and review my December 2014 totals. I have a surprise in store for everyone, possibly a new dividend record for me! So let’s begin.
Bert’s Portfolio Review and Assessment
2014 has been a CRAZY year for my portfolio, Lanny’s portfolio, and many other participants in this great community. For many of us, we have pushed ourselves to the limit and infused as much capital as possible into our portfolios to get the dividend growth snowball running. After all, as dividend growth investors, we know the power of dividend reinvesting and all the benefits, so stretching ourselves to invest as much as possible early just makes sense. Before we begin 2015, I wanted to take some time to perform a portfolio review to assess the current state of my portfolio and perform some quick tests to see what tweaks my portfolio may need in 2015 or what areas I should be focusing on with my next round of capital deployment. With that being said, let’s peel back the layers my portfolio and dive in!
Lanny’s Dividend Income Summary – December
Hello everyone! It’s the final month of 2014 and it was a great one at that! I have finally received my last dividend payment and am able to conclude on the amount of income my portfolio was able to bring for the month. The journey is a long one and being able to reflect on the capstone 12th month of the year and to see what leaps/bounds one was able to make is a humbling experience. I know we all love to read these posts from the writers in the community, so let’s get to the December Dividend Income Summary!
Dividend Diplomats December Watch List
Another month is entering the mid-point, which means another Watch List for the Dividend Diplomats! The market has shown us signs of great opportunities with the Oil discussions, amongst other things. This has put pressure downward on stock prices, which as dividend investors, we love. The watch list may have old names, but also some new names to the listing. We may be looking at re-upping our positions or embracing new family members to the dividend portfolio. Enough of the chit chatter, let’s get into the December watch list below!
Bert’s Savings Rate Summary: November
My third month of taking the Dividend Diplomats 60% Savings Challenge is officially over. I am coming off quite the high note in October as I was able to successfully save 63% of my income! Could I keep the momentum going and achieve the coveted 60% savings ratio once again this month?
Lanny’s November Income & Expense Summary
Another month has passed, another month where I ask myself… Did I hit the 60% savings goal with my income and expense tracker? Did I hit the big mark that I set for myself back in August when I was discussing why I am aiming to save 60% of my income? I know Bert did extremely well again I am betting – I hope he cruised past 60%! Let’s dive into the income and expense analysis. Continue reading