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 year, this post will be a review and re-cap overall of my portfolio, the contributions, dividend going forward, dividend 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 it. 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
Bert’s December Dividend Income Summary
Happy New Year everyone! It still blows my mind that the calendar has officially turned over and it is 2016. HOLY COW! I hope you all have had the chance to set your goals so we can hit the ground running in 2016. It seems appropriate that the first article published on our website in 2016 is a review of the dividend income received during my favorite dividend month of the year…December. Let’s take a look at my December dividend income summary, my final report of 2015!
Recent Sell – Mutual Funds
Man, I just got back from an amazing concert and am full of energy. The band was great and had the formula for success (in my opinion, as Lanny is shaking his head in disagreement). There were plenty of guitar solos, drum solos, crowd surfing, a diverse music selection, great lyrics, and best of all, the lead singer of the band was from our hometown! What wasn’t there to love. Thank goodness my fiance introduced me to the band and I was able to go tonight. Anyway, what was the purpose of this article. Music…no….Oh wait, I remember. This week I sold a few positions in my portfolio. That’s right! Here is a little information about the transaction.
Lanny’s December Dividend Income
The LAST month of the year. The last month to tally up dividends for your annual/yearly total. Typically, within investing in US-based companies – December is usually a big quarter end, as well for all you Mutual Fund & ETF holders out there, in regards to dividend distributions, as well as capital gain distributions. With 11 months in the book and not one crossing the 4 digit mark yet – did the time finally come this December? I had my hopes high, so let’s see if Santa delivered over the 1K mark this Christmas!
Lanny’s 2016 Goals
I love this time of the year. Time to sit down in a quiet space with no distractions going on and reflect on the year a bit and then prepare for the successes and even failures of 2016/the next year. 2015 has been an amazing year, big ups and big downs throughout this time period – but that’s how we learn, that’s what makes us stronger and it’s on the pursuit of being happy. Cannot wait for what the upcoming year has in store and obviously will try to make due on my goals that I am establishing for the upcoming 12 months. My 2016 goals are as follows:
Bert’s December Watch List
First of all, I want to take the time to wish everyone a Merry Christmas. Today is such a great day as you get to sit down with family, share stories, exchange gifts, and spend some time catching up with each other. Hopefully everyone is having a relaxing, special, day off. I know Lanny and I are. A few days ago, I published my 2016 goals article and I have been inspired over the last few days to find some great dividend growth stocks to add to my portfolio. After all is said in done, there have been two stocks recently that I keep coming back to and wanting to add to my position/initiate a position in my portfolio. Here is my December Watch List everyone!
Bert’s 2016 Goals
I can’t write this without smiling. 2016 is going to be an amazing, life-changing year for me and I cannot wait until the ball drops on New Year’s Eve to make it official. I’ll be marrying the love of my life at the end of May, so I don’t think there is a bad thing that can happen to me. Well, now I left myself with an impossible task. How on earth to I segue from that to discussing my 2015 investing goals? Nothing I do this year will mean more to mean than that. So I guess I will technically knock out one goal at the end of May? Anyway…. now I’ll get down to business. This article will discuss my 2016 goals!