Bert’s Portfolio Review – 2019

For the first time on this website, I thought it would be a good idea to publish a review of my investment portfolio!  Lanny has been doing so each quarter and we are discussing many of these metrics on a regular basis either when together or on the phone.  So I figured it would be a good time to sip on a cup of tea (notice no coffee today) and dive into some of the numbers.

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Bert’s December Dividend Income Summary – A New Record!

Well, 2019 is off to quite the start isn’t it?  The market madness that ended the year continued into the beginning of 2019.   Looks like we should expect a fun 2019 after all!   For the last time this year, it is time to review my previous month’s dividend income and assess my performance.   This one was exciting and I had a hunch that a record was looming.  The results were tallied and my thoughts were confirmed.   Time to dive into my December dividend income summary!

dividend income

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Lanny’s Stock Purchases December 1st Through December 15th

Yes, the financial investment engine of my dividend portfolio continues to receive steady capital on a consistent basis!  The last purchase article saw me deploy $2,500, which was on the lighter side, but let’s just say that these two weeks did not disappoint   They say money never sleeps and these prior 14 days were no different.  It’s now time to find out my dividend stock purchases!

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Bert’s October Stock Purchases – Part 3 – October 19th through October 26th

Since I am have free trades for a few more months, I was able to make a series of small purchases over the last several weeks.  With Mr. Market being moody, there were plenty of positions that I wanted to add to or begin establishing.  There is one new name on this list and I was able to add this company three times during this time frame!  With the market sliding, I turned my attention to Dividend Aristocrats.  In times like these, I like to try to add to those companies that have demonstrated their ability to pay their dividend through many economic cycles.  Especially when the Aristocrats are trading at a discount. 

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Bert’s August Dividend Income Summary

Labor Day is behind us and we are closing in on the final quarter of the year!  Fall is my favorite season.  The outdoors, changing leaves, football, playoff baseball, great food, bonfires….man I’m happy this season is here.    As with each month, we take a look at how we performed compare to last year to measure our growth, progress, and pursuit of good old financial freedom!  Here is my August dividend income summary folks.

dividend income

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Lanny’s July Dividend Stock Watch List

Now that June is over, it’s time to turn the page to July.  For some reason, with each new month, I have a feeling that it brings new opportunities.  By opportunities, I mean new stocks to have on the watch list, as there usually is never two consecutive watch lists that are the same.  I would say that goes to show you how much activity can happen, in such a short period of time.  Lebron just left Cleveland, again, and turning to look at stocks helps ease the pain of seeing a fellow-Akron-born native depart.  Without further-ado, here are my dividend stocks I am watching for July

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Lanny’s June Dividend Stock Watch List

Weather is heating up and it’s time to put on the spectacles for the dividend stock watch list.  I feel like I have been on the side lines for such a long time, not having purchased a stock in weeks.  Over Memorial Day Weekend, I was able to take time aside and really focus on the quality of stocks that are out there.  As others know, I came to find out that there are many opportunities out there for us and it is such a hard decision when it comes to which one to add, to the dividend portfolio.  Bert comes out with his expected dividend increase articles, others are buying stocks on the daily, it seems, and you know what, it’s time for me to see what sights I should be set on.  Without further-ado, here are my dividend stocks I am watching for June!

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