Bert’s Quarterly Goals Review – Q3 2015

 

Even after writing my September Dividend Income Summary, I still can’t believe that the third quarter of 2015 has come to a close.  Holy cow, where has all of the time gone?   Just like Lanny, I perform a quarterly goal review to track my progress so I can make any necessary adjustments before it is too late.   Let’s take a look at my progress through the first nine months of 2015!

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Lanny’s 3rd Quarter Goals Check Up

Now that 3 full quarter’s are in the book, it’s a great time to see where I stand in comparison to Q2, but also to the 2015 goals I set for myself towards the end of last year.  It has been such a unique year thus far, and 9 months have come and gone.  Question I have to find out now is – am I hitting my goals?  Am I on pace to somehow reach those items I set?  After all of the traveling, weddings, investing and life experiences – am I on track?  Let’s find out! Continue reading

Goal Accomplished: Investing $15,000 in “New” Capital

I’m excited!  I haven’t written one of these articles in a long time and it feels great to be back in the game.  My last purchase of Emerson Electric was significant for a few reasons.  There is the obvious significance that I now have a cost basis over $3,000 for an individual stock for the first time.   It is a powerhouse position in my portfolio and will be a great foundation stock in my portfolio for many years to come.  But more importantly, this last purchase helped me accomplish/defeat on of my 2015 investing goals!   Let’s see which goal I conquered and how I was able to do so in the first nine months of the year.goals Continue reading

Lanny’s August Dividend Income

August is already in the midst of wrapping up and I have tallied my dividend income total for the month.  Again, not a typically high month for me as a dividend income investor, but everything has been truly phenomenal and I am grateful for any dollar that I receive for efforts that I had placed in the past.  That’s what the journey is about, to start seeing the fruit from the seeds being planted, weeks, months and years ago.  August, thank you – let’s see what you brought in from the patch.

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Crushing $6,000 in Projected Dividend Income

I am very glad I have set a realistic, attainable goal this year and am churning my way to it.  I remember last year, I was sprinting past my 2014 goals early and often, but this year definitely is different.  This year is harder, this year is more strategic, this year takes much more effort than usual.  My goal by the end of the year is to have a projected $6,750 in forward-looking dividend income, and well – this month has allowed me to reach closer to the goal, but to also cross a milestone along the path.  This month events and activities have allowed me to Crush through $6,000 in projected dividend income!crushing it
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Lanny’s Recent Purchase – DOW

The market hit a nice turn again for the worse, after a earnings have started to be released for companies.  I saw the red, the deep red and I had to put in a nice little limit order on a stock, where it was already down over 6% from a price I recently looked at it… I didn’t really thing it would get lower… lower it did.  Now let’s take a look at the purchase.

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Lanny’s 2nd Quarter Goals Check Up

Now that 2 full quarter’s are in the book, it’s a great time to see where I stand in comparison to Q1, but also to the 2015 goals I set for myself towards the end of last year.  It has been such a unique year thus far, and 6 months have come and gone.  Question I have to find out now is – am I hitting my goals?  Am I on pace to somehow reach those items I set?  After all of the traveling, weddings, bachelor parties and making fun of Bert, am I on track?  Let’s find out! Continue reading