Am I too Overweight in Mutual Funds?

As investors, one of our favorite words is diversification.   We are taught to diversify our portfolios to avoid exposure to any one particular investment or sector of the market and achieve balance.  One of the easiest ways to achieve diversification is through purchasing mutual funds, which I did at the beginning of my investing career.  However, now that I have grown as an investor and now own 30 individual stocks, I wanted to take a look back at my current mutual funds to determine if too much of my portfolio is allocated to these diversified holdings.  It is time to take a look at the five mutual funds I hold and determine if ACTION needs to be taken.

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Dividend Impact of a Potential Acquisition for Norfolk Southern (NSC) Shareholders

One of the reasons why I love investing in dividend growth companies is that management has many tolls at their disposal to generate value for their shareholders.   The easiest manner is to announce a share buyback program or a dividend increase, which have minimal impact on the operations of the companies.  However, if management is looking for a larger splash, they can always spin-off a business unit, merge two companies out of no-where (See Kraft) or even sell the company to the highest bidder.   All of these scenarios have different impacts for us dividend growth investors.  Today, I wanted to take a look at one of the rumors that has been floating around for the last couple of weeks and analyze how the move would impact my forward dividend income.  Let’s dove into these Norfolk Southern (NSC) buyout rumors.

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Realty Income (O) Stock Analysis

I have a little capital to invest over the next few weeks and I am looking to make a splash with my next purchase.  It has been a few weeks since I purchased my last stock and I am starting to get the itch to invest again.  I still have just under $200 to go to achieve my goal of reaching $2,750 in projected dividend income by the end of the year, so I want my next purchase to count.   Don’t worry everyone, I’m not chasing yield, I’ve learned that lesson the hard way.   My focus is shifting to a company that I am shocked is not in my portfolio by now and I may be the only investor in the dividend growth investing community to not own this stock.   It is time to run Realty Income through the Dividend Diplomats’ Stock Screener.

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Interview with Tawcan

Last month we announced that we were going to begin an interview series and help share some of our favorite dividend bloggers with the community.   We think our first interview of one of our favorites, Dividend Hustler, went really well and hopefully many of you found out why Hustler’s kindness and humor make for one entertaining blog.  Couldn’t be happier to have gotten to know Ty.  Now, we wanted to interview another one of our favorite bloggers….Tawcan!

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October Dividend Income from YOU the Bloggers

Another month down and we are quickly approaching 2016.  HOLY FREAKING SMOKES!   Guess it is time to start brainstorming some new, fresh goals for ourselves as we prepare for the calendar.  This year has been amazing for many of us, as we have pushed ourselves to invest as much as possible and set surpassed several investing milestones along the way.  Such as investing X amount of new capital during the calendar year or blowing past an insane dividend income milestone.    Now, let’s take some time to reflect on how well us and many others in the community have grown.  This is the October edition of our dividend income summary from others in the dividend growth investing community.  REIT-Investing-Up

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Bert’s October Dividend Income Summary

Another month down.  Holy smokes, we are only two months away from 2016.  Man oh man does time fly by.  Kind of scary when you think about it.  Now that October has come to an end, it is time to put together my monthly dividend income summary and dissect one of the best feelings out there…receiving a dividend for doing absolutely nothing.  Without further ado, let’s review my October dividend income summary!

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Recent Buy (KMI) & Crossing an Investing Milestone

It turns out that Lanny was not the only one with an itch to buy.   I have been watching the market closely over the last few weeks calculating an entry point for one of the stocks on my watch list, WalMart, when another great dividend stock appeared out of nowhere.  Just like Lanny, I couldn’t resist purchasing one of the darlings of the dividend growth investing community.   This week, I also invested in Kinder Morgan (KMI).

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