Bert’s July Dividend Income Summary

Another month down. July is always a fun month because it is my birthday month!  This year, I finally entered my final year in my 20s and will be enjoying this victory lap before I enter my 30s.  The market was interesting this month and there were several weeks where there weren’t any investment opportunities jumping off the screen at me or Lanny.  But then the end of the month struck!   But I’ll save the details for the article…..Here is my July dividend income summary!

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5 Financial Mistakes I Made in My 20s and How They Cost Me Thousands of Dollars in Dividend Income

Mistakes.  We’ve all made them.  I’ve made my fair share of mistakes over the years, professionally and personally.  Sometimes, the best way to learn is to experience the pain yourself.  It is funny, my mom and I were talking over the weekend and she told me that my grandpa always used to tell her that “learning is expensive.”  This didn’t specifically relate to education, either.   This related to different life situations her and my dad encountered over the years.   This year, I’ll be turning 29.  My 20s will soon be in the rear-view mirror.   I’ve made plenty of financial mistakes over the years that have likely cost me a lot of dividend income.  With the benefit of hindsight, I wanted to share my top 5 financial mistakes and calculate the true impact they had on my life and my dividend income.

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Bert’s January Dividend Income Summary

The calendar has turned and we are off to the races in 2018.  It has busy month and our busy season has been intense.  But that hasn’t stopped us from closely monitoring our portfolios and the excitement that is happening in the stock market.   We all finished December strong and as a community 39 of us were able to receive of $30,000 of dividend income.  It was a record-setting month for a lot of us, including myself.  And now that 2018 has started, it is time to keep the momentum going.  With one month down, I thought it would be as good as a time as ever to publish my first dividend income summary of 2018.  Time to check out my January dividend income summary!

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Lanny’s 2017 Portfolio Review

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 years, this post will be an overall recap of my portfolio, the contributions, dividends going forward, dividends 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 the dividend engine.  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

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Bert’s Q3 2017 Goals Review

Three quarters down, one to go.  2017 is rapidly coming to a close.  October is one of my favorite months.  My wife and I love the fall weather, playoff baseball is back, and some of my favorite holidays are right around the corner.  If you recall, at the end of December I set five goals for myself.  I knew some of the were stretch goals, but it has been a blast aiming for them anyway.  Each quarter Lanny and I review our goals to check our status and see what possible changes may need to be made.   Let’s jump in an perform my Q3 goals review.

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Dividend Investment Portfolio Crosses the $300,000 Mark

Three years and three or so months ago, my portfolio crossed the first six digit mark in it’s existence.  Back in June of 2014, the dividend investment portfolio crossed $100,000 in market value.  Now I never posted about the portfolio crossing $200,000, but something about $300,000 had a nice ring to it.  It took me over 5 years to get to $100,000 and only 3.25 short years to triple that amount.  I hope we all can take a pause to think about that for a second, as my article will be focused on HOW I was able to garner a $300,000 portfolio and how YOU can too.  Check out how I was able to cross and crush through the $300,000 dividend stock portfolio mark!

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Lanny’s September Dividend Income Summary

Here we are folks.  The third quarter has come to a close, the weather has fluctuated from very cold, back to very hot in the span of a week.  Leaves have fallen off of the tree, but I still see people laying out here in Northeast Ohio.  Time is moving fast and we must keep up with adding value and productivity to our lives.  September marks a very exciting quarter end for us dividend investors and I’m excited to share the results!

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