Lessons Learned About Setting Goals

It is that time of the year.  To me, December means finishing out the year strong, racing towards the finish line, and setting the table for a successful year going forward.  For the last few weeks, I have been thinking long and hard about my life, investing, and our blog goals.  What should I focus on?  Where should I be at this point next year?  Questions like these have racing through my mind and I am trying to process and make sense of them all.  I’ve been thinking a lot about the goals I have set from the prior year and trying to leverage them as much as possible, including both the successes and the shortcomings.  I thought it would be helpful for me, and hopefully some of you, to write down my thoughts and lessons learned over the last few years about setting goals.   Time to dive in.

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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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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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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

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