Dividend Investment Portfolio Crosses the $300,000 Mark

Three years and three or so months ago, my portfolio crossed the first six digit mark in it’s existence.  Back in June of 2014, the dividend investment portfolio crossed $100,000 in market value.  Now I never posted about the portfolio crossing $200,000, but something about $300,000 had a nice ring to it.  It took me over 5 years to get to $100,000 and only 3.25 short years to triple that amount.  I hope we all can take a pause to think about that for a second, as my article will be focused on HOW I was able to garner a $300,000 portfolio and how YOU can too.  Check out how I was able to cross and crush through the $300,000 dividend stock portfolio mark!

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Bert’s Q1 2017 Goals Review

With income summaries out the door, it is time to check up on my progress towards knocking out my 2017 goals.  Each quarter, I like to review my progress to determine if I need to change any habits or re-allocate resources to another area before it is too late.  Reviewing my March dividend income figures has me very excited to perform this review and see how I am progressing along.  So let’s dive on in and perform my Q1 2017 goals review!

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Take Risks – Nothing About Your Finances is Permanent

“Nothing is permanent about our behavior patterns except our belief that they are so” – Moshe Feldenkrais

I was a little shocked, but I was able to find a quote that aligns perfectly with the message of this article.  This morning, I felt motivated to write this article because it finally hit me.  If you are unhappy with the status quo of your financial situation or are on the fence about trying a new personal finance strategy, why not take risks and go for gold?

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Lanny’s 2016 Portfolio Review

I  keep a copy in PDF of my portfolio every quarter, and have a deeper dive at 12/31, but this also provides a blog’d example of where I stand, so I can always refer back on the site the historical position of my portfolio.  As we have done in the prior year, this post will be a review and re-cap overall of my portfolio, the contributions, dividend going forward, dividend received, what I can analyze from the current position, etc..  It’s always fun to see what the year compiled into one snapshot of all of the hard work that goes into it.  I am excited to see where it stands and what can be done going into this new year!  Let’s dive on in.  Continue reading

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Lanny’s Final 2016 Goals Update

BOOM!  2016 is officially closed, the I’s have been dotted and the T’s are now crossed.  There has been a lot of progress, set backs and steps taken forward in order to achieve goals, have a balanced life and new experiences.  I set lofty goals back in December of 2015 for my 2016 year and with the year turning a page to 2017, this means it is now time to reflect on achieving or not hitting the goals established for the year.  Let’s see how I was able to perform.

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