Hey everyone! This week has been another wild week in the market. Some stocks were hitting ultimately highs again and some were hitting lows. Whichever the direction Mr. Market takes, I wanted to take time to write a post about the crossing of a major plateau if you will – the $100,000 portfolio value mark. This journey has been bittersweet as I take time to reflect that number and will share with you my thoughts… Continue reading
Latest Stock Purchase 6/16/14
The decision was made on an opportunity that I felt was staring blank, right into the eye. The opportunity I felt in my gut, came from an analysis I did on a stock over this past weekend. I simply used our dividend screening tool to assess the situation and thought – this fits in and based on past history and valuations currently, I had to pull the trigger.
FirstEnergy (FE), AEP (AEP), and Dominion (D) Stock Analysis
I am getting ready to move into a new apartment on July 1st. It is going to start the beginning of an amazing new chapter in my life. I cannot wait. One of the pre-move chores is to set up your new place’s utilities. I shopped the price around to eventually settled on the lowest cost provide. This got me thinking, why not spend some time and run each of the companies I shopped around through the Dividend Diplomats Stock Screener? Continue reading to see how FirstEnergy (Ticker: FE), AEP (Ticker: AEP) and Dominion Resources (Ticker: D) measure up against each other.
Maximizing your Roth for 10 Years… Then Set It & Forget It!
Now I know I am one to fully dive into research, use calculators and figure out the, hopefully, most efficient and effective way to get to a goal. Today I want to show you that if you maximize your Roth IRA contributions, currently at $5,500 per year, you can do so for 10 years and then all of a sudden you can STOP contributing… Yes – STOP placing more funds into your personal Roth IRA. This is the “set it and forget it” model and I will show that through dividend reinvestment and a conservative market return allows you to no longer need to really contribute after 10 years, as you’ll have quite a “hefty” nest egg and will be able to use the $5,500+ on other investments – like your individual-taxed stock portfolio. Read more to discover the benefit of maximizing your Roth IRA. Continue reading
Target Stock Analysis
Target has obviously been a part of some very intense headlines this year – Data breach on credit cards, as well as CEO stepping down from the company. I have actually had this analysis in draft form and then last Tuesday – provided even more great news for me to hold off on publishing the article. Here is my Target (TGT) stock analysis and my decision to purchase or not to purchase:
A Best Buy Tale: Lessons Learned from My Largest Loss
“Failure is simply the opportunity to begin again, this time more intelligently.” – Henry Ford
“Failure is a part of success.” – Hank Aaron
A little over a year ago I sold my stake in my biggest nightmare investment and realized my largest loss to date, Best Buy (Ticker: BBY). No one ever likes to receive less cash than they invested. But you know what, it happens. What’s important are the lessons you learn from the experience and how you can prevent the situation going forward. This article will share my BBY tale and the lessons I learned from this losing experience.
7 Easy Ways to Save $773,000
As investor and other like-minded individuals, we find it is not so much how much money you make, but how much money you save that will further assist in your investing and financial freedom goals. Today we share 7 of our favorite ways to save, to which we will break each one down. We will find how much you can save on a monthly/annual basis, as well as how much those extra funds can be worth further down the road. Life is great when you can dissect your expenditures and figure out new ways to save and open up more cash to invest!
