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 August Dividend Stock Watch List

It has been a few months since I have purchased my last stock and man oh man am I starting to get an itch.   Times have been interesting for me recently. I am arms deep in working through project after project in our new house and have been hoarding my cash lately in the event we stumble on an unexpected “surprise.”  But I am extremely motivated to purchase some stock after seeing my cash balance increase, Lanny make some moves by purchasing Cisco, and reading through so many great dividend income summaries in our monthly dividend income summary from the blogging community.  It is getting harder and harder to resist.  So now, I thought I would put together a watch list to prepare for when the right moment strikes.


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Lanny’s Recent Stock Purchase – CVS Health Corp. (CVS)

Wow, wow.  So it’s been over two months and I have definitely found a stock that fit the metrics of an undervalued dividend stock investment.  It took some thorough research and thinking about the companies that many people take part in every single day or have made them a part of their lives.  With healthcare and prescriptions, this led me to this stock and this company shows high signs of undervaluation.  Come check out what company I purchased stock into and why!

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Recent Buy – Realty Income (O)

I figured you all would see this coming considering one of my last posts and involved performing a dividend stock analysis over one of the most population REITs in the dividend investing community and I recently featured the company on my last watch list.   But this week, I took some capital off the sidelines and put it back into the market as stock prices continue to tumble.  Time to share with you the newest addition to my portfolio, Realty Income (O)!

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Recent Buy – Cardinal Health, Inc. (CAH)

This week, I officially jumped back into the marketplace.  It feels like it has been a while and finding great stocks at a value has been difficult (which is part of the reason why Lanny’s portfolio has sky-rocketed over the last few months).   If you have been following the blog over the last few weeks or if you read the title to the article before clicking, the stock I purchased this week shouldn’t be a surprise.   Time to see where I allocated my capital this week.

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Dividend Stock Analysis – Cardinal Health, Inc. (CAH)

A few weeks ago, I ran a stock screener and published my August dividend stock watch list.  That screener had a new entrant that seemed to check most of our boxes for investing, Cardinal Health (CAH).  Headquartered in the buckeye state, I instantly had flashbacks to college recruiting events since they sponsored A LOT of events at college.   The stock price continues to fall, so I wanted to perform a detailed analysis on Cardinal Health before committing to buy this healthcare company.  Here it is, my dividend stock analysis over Cardinal Health!


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Bert’s August Dividend Income Summary

We’ve closed the chapter on yet another month of 2016.  Time moves so fast…it is unreal.   It seems like just yesterday I was typing up my July dividend income summary and feeling excited for what was in store for me in August (probably because we went on our honeymoon!).   I received my last dividend of the month a few days ago, so it is finally time to once again share my results and track my progress as I race towards completing my 2016 goals.  With that being said, here it is, my August Dividend Income Summary!

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