Portfolio Update – Introducing Our Family Portfolio

For the last few years, I have reported religiously the happenings of my portfolio and every cent in dividend income I have received.  Looking back, it is insane to see how fast my portfolio has grown in such a short period time and I love seeing similar growth rates in so many other people in the dividend investing community.  Man is it a lot of fun!  But there has been one key piece of the equation I have kept under wraps from all of you…the happening of my wife’s portfolio and the impact it is having on our “Family Dividend Income” and not just mine.  So for the first time on this blog, I would like to discuss my wife’s investment portfolio and briefly discuss how I will begin reporting things differently here on our blog!

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Defining a Goal and Understanding It’s Purpose

Ah.. the candles are burning, the coffee is brewing and the mind is turning.  This is typically the time of year when we start thinking, writing down and developing the upcoming year goals and what is needed to be done in order to reach those goals.  As we start to write them down, one can literally write anything as their goal, such as, jump three inches higher, have the greenest grass, make the best bologna sandwich, write an article about the best bacon; you get the drift.  This article is really to hone in on not just establishing goals and the stones to walk on to get there, but the “why” to your goal, the “purpose” to what you are setting out to accomplish.  This is very important and a great time to take time to search for that purpose for what you are setting out to do.

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My Plan to Pay Off Our Student Loans

Student Loans….a topic that almost everyone can relate to and almost every person in the personal finance community curse.  We’ve all read the reports and the numbers are staggering:  total student loans are over $1 trillion dollars here in the US and the average graduate is leaving school with an average of $37,712 (Source: Student Loan Hero).  My goal today is to discuss my family’s student loan situation, some of the tough discussions we had before incurring the student loans, and then to cap it off, my plan to pay off our debt as early as possible.

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Goal Accomplished – $3,250 in Annual Dividend Income!

I threw a teaser in my last purchase article by mentioning that there was something else that I wanted to share with the community.  Well, back when I was setting my goals for 2016, I pushed myself to achieve at least $3,250 in annual dividend income.  You guessed it….my last purchase of Realty income pushed me over this mark and my forward dividend income total now sits at $3,265.  Now, I’ll summarize how I was able to knock this goal out with just under two months to spare in 2016.

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Bert’s October Dividend Income Summary

Happy Halloween everyone!  The fourth quarter started out with a bang and we are closing in on the new year quickly.  I still cannot believe we are closing in on 2017; hopefully it will be as exciting for all of us as it is setting up to be for Lanny.   The end of the month is always the best because it allows us to reflect on the growth we experienced  over the last 30 or so days.  I love seeing what the two of us and the dividend investing community were able to earn without lifting a finger.  Now, it is time to take a look at my October Dividend Income summary!

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Seeking YOUR Advice About Buying a House

Last weekend, my wife and I met with a real estate agent to initiate the first step of buying our first house!   In the past, I have written about how we are in no hurry to purchase a house, take on a mortgage, and begin incurring all the extra expenses that we hear about from friends and family.  But, we anticipate the home buying process to be a lengthy process for us as we carefully vet our options to find that perfect house.   This article will be a different style and format that I have had in the past, because I would love to leave it open-ended for a discussion and hear from as many people as possible about this topic.   So please, at the end, share your experience/story!

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September Dividend Income from YOU the Bloggers!

September dividend income summaries out the door? Check.  Quarterly goals articles completed? Check.  Well, you know what this means…time for our favorite series where we aggregate do our best to summarize as many dividend income summary articles from around the dividend growth investor community.  Due to time, we unfortunately cannot include every article that has been written to date.  We wish we could, trust us.  So please, please don’t take it personally if  were not included in this article.  Now, let’s get to the good stuff.  Time to dive in and check out some impressive September dividend income figures from YOU the bloggers!

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