Tag Archives: Goals

Bert’s Quarterly Goals Review – Q2 2015

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My goodness, we are halfway through 2015 and man has it been a fun ride.  The second quarter was a lot of fun and I felt like the market presented some great opportunities for dividend investors to take advantage of, whether the market had a general pullback from fundamentals or due to the most-recent saga in the everlasting Greek saga.   With all the purchases we had, I moved that much closer to accomplishing my goals in 2015 and I closed the gap on some of my largest, most difficult goals.   Now that the quarter is over, I wanted to take some time to review my progress and see where I stand and if any adjustments need to be made before it is too late.

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Crossing $55,000 in Market Value & $2,000 in Dividend Income

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As we mentioned in our blog’s one year anniversary post a few days ago, my portfolio has crossed a couple of major milestones recently and I am very excited to finally share them with the community.  Over the couple of months, I have crossed both $55,000 in Market Value and $2,000 in Projected Dividend Income.  I still can’t believe it, as it seems like just yesterday I was crossed $40,000 in market value (last June) and $1,750 in projected dividend income (last August).   Two round, iconic numbers in my eyes. It has been a fun journey between milestones, so lets take a look at how I got there.
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Bert’s Quarterly Goal Review

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We are done with one-quarter in 2015 folks.  As Lanny mentioned, time flies by!  These last three months have been a whirlwind for me, personally, professionally, and investing wise.   Between helping plan a wedding, working a busy season, making some stock purchases and other big decisions (you guys will know soon enough!), the first three months were a giant blur.   But these are all great events and I have set myself up to have a very memorable 9 months of 2015!  This year I told myself that I was going to pay closer attention to my goals to make sure that I am on target to meet the goals and that way, if I need to, I can make any necessary adjustments.  Well, here we go, let’s dive into my quarterly goal review!

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Lanny’s Quarterly Goals Check Up

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Three months are in the book baby!  Given that 90 days have past, it’s time to look back at the goals I previously set back in November of 2014 and to see what lane I am in on this track to accomplishing them.  I went into the 2015 year with full of positivity and motivation to line them up and knock them out of the park.  How big has the bat been this winter?  Time for the quarterly update. Continue reading →

Crushing $5,000 in Projected Dividend Income

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What a year it has truly been.  A few late dividend announcements has allowed me to conclude that my forward looking dividend income stream has hit a new milestone that going into 2014 – I had no idea existed.  Heck, my initial 2014 dividend projected goal was $3,350 which kept being subsequently moved up as the year progressed.  You can judge my post by the title, but let’s see what projected dividend income milestone I have reached.crushing it Continue reading →

Diplomats Weekly Purchase Summary

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What another crazy week in the stock market.  The price of crude oil continues to slide, causing the price of many great dividend growth stocks to continue to slide.  Both Diplomats had extra capital to spend (one much more than the other) to take advantage of the discounts the market has provided us. Which stocks did we buy this week?  A few markets, outside of the market as a whole, took a little more of a “goodfellas” beating than others – Canadian Banks, Oil, Mineral/Resource realm.

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My 2015 Goals

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With 2015 approaching,  I wanted to formally put together my goals for the next year.  Ever since Lanny wrote about his goals last month, I have been hard at work thinking about my goals.  What I like/respected the most from Lanny’s set of goals were that they were very challenging and well-rounded, containing both investing and life goals.   It reminds me that while I should be focused on growing my portfolio and sprinting towards financial freedom, you still can’t forget about your life and building those memories that you will tell your kids and grandkids about.  I should achieve this balance in 2015, so lets take a look at my goals for the year!

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