Bert’s February Dividend Income Summary

Does time fly or what?  With a blink of an eye, February  flew by.  I cannot believe that we are already two months through 2017!   With each passing month, it is time to take a look at our family’s combined dividend income total for the month of February now that we are reporting our consolidated finances.   2017 is all about progress, so let’s see the results for the shortest month of the year;  time to check out my February Dividend Income Summary!dividend income Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Watching My Portfolio Cruise Past $100k

This post has been a long time coming.  Part of the reason I have waited so long to publish the fact that my individual portfolio has crossed the $100k mark is that i wanted to make sure that I was past this mark permanently.  Well, I finally reached that point last week and wanted to share with all of you that I had finally crossed $100k and am staring comfortably at a six figure individual stock portfolio.   I wanted to share some thoughts and observations from my journey to $100k with all of you

$100k

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Recent Buy – T.Rowe Price Group (TROW)

This month, I was back at it again and had some extra capital to deploy with a free trade credit staring my account in the face.  So of course I was going to use this as an opportunity to continue building my position in T.Rowe Price Group (TROW) that I started in 2016.    What’s funny is I wrote my last T.Rowe Price purchase article on 2/28/16, so almost a year ago exactly!   One year later, I was faced with similar facts and made a similar decision.   Time to see why I added to my stake!

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Bert’s January Dividend Income Summary

It is insane that I am already writing my January dividend income summary.  Time flies by.  It seems like just yesterday I was preparing my goals for the year and trying to map out my year.  Now, we are already 1/12 of the way through executing my strategy and aiming for the fences.    With one month in the books, I figured it is appropriate to review my January dividend income figures and compare the results to last year.  So much can happen in 12 months and now, it is time to see the fruits of my labor.  Let’s dive into the the results!

dividend income

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

One Downside of a Roth IRA

I’m starting with a disclaimer here.  We could debate for hours the pros and cons of a Roth IRA; Heck, Lanny has written about both sides of the Roth vs. Traditional argument already…first about maximizing your Roth IRA contributions for 10 years and then writing about his plan to use a Traditional IRA going forward during the summer.  What am I proving here?  There is not a one size fits all approach and using a Roth or a Traditional account may (and should) change as your financial situation changes.   This last week I experienced one of the downsides of a Roth IRA and I wanted to share it with all of you.

Roth IRA

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Bert’s September Dividend Income Summary

3 quarters down….1 quarter to go.  Fresh off my recent 2016 goals review, I am inspired and looking forward to an exciting finish to 2016.   The 3rd month of the quarter always brings an exciting dividend income summary because of the mutual fund payouts.  And I can’t wait to show you the progress I have made in just 12 months.  Let’s dive in and take a look at my September dividend income summary.

dividend income Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Bert’s 3rd Quarter Goals Review

We are rounding third and heading home here.  Considering the Cleveland Indians clinched the AL Central Division title this week, I figured a baseball reference to start the article off was pretty appropriate.  Let’s see if they can capture some of the same postseason magic the Cavs had during their run in May/June.   At the end of each quarter, Lanny and I review our annual goals to monitor our progress towards hitting these marks.  If we are on pace…great.  If we are off track, well there is still time to make some adjustments despite the fact there are only three months remaining.  Time to dig and perform my third quarter goals review.

Energie-Check-up-II1

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail