Watching My Portfolio Cruise Past $100k

This post has been a long time coming.  Part of the reason I have waited so long to publish the fact that my individual portfolio has crossed the $100k mark is that i wanted to make sure that I was past this mark permanently.  Well, I finally reached that point last week and wanted to share with all of you that I had finally crossed $100k and am staring comfortably at a six figure individual stock portfolio.   I wanted to share some thoughts and observations from my journey to $100k with all of you

$100k

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Bert’s Recent Buy – Procter & Gamble (PG)

It didn’t take too much arm twisting by Lanny to convince me to add to my stake in Procter & Gamble (PG) this week, especially after he took the first step, backed up his talk, and purchased 10.1 additional shares of the company earlier in the month.  I have no shame in admitting that I followed his lead and purchased shares in the company because let’s be honest, it is a great company!  Time to summarize my purchase of PG this week.

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Bert’s Final 2016 Goals Review

Final dividend income totals have been tallied.  Final purchases were made (or not made).  Now that the ball dropped and the calendar turned, the book on 2016 is finally closed.  A few weeks ago, I published my 2017 investing and life goals so I can hit the ground running in 2017.  However, I can’t ignore the fact that I had 2016 goals to complete.  I performed quarterly updates to monitor my progress; so for one final time, I will publish my 2016 goals review.  Let’s see if I was able to meet my goals in 2016!

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Bert’s December Dividend Income Summary

I’ve been getting excite to write this post ever since I published my November 2016 dividend income summary.  Why?  Because December is the BEST DIVIDEND INCOME MONTH OF THE YEAR!  Not only do we receive dividends from the majority of companies in our portfolio, but we also receive distributions from our mutual funds.  More often than not, the capital gains distributions cause you to fall out of your seat as the number never seems to disappoint, especially when you have been contributing to your 401k throughout the year.   Now that it is officially 2017, time for me to perform my final dividend income summary of 2016!  Let’s see my December dividend income figures!

dividend income

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Stocks to Look Forward to in 2017

Now that 2016 is coming to an end, I am very excited to ring in the New Year, that’s for sure.  Putting back up the Christmas Tree, cleaning out any items that are needing to be thrown away and creating more simpleness in my house had me thinking about the big stocks I’m looking forward to in 2017.  There are many reasons why I am trying to look at things more from a “bigger picture” and refining/tightening/sharpening a focused strategy in 2017, as it relates to investing.  The S&P 500 is up over 10% through Christmas and due diligence is going to be that much more “fun”.

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Bert’s 2017 Goals

With 2016 coming to a close and New Years rapidly approaching, we are running out of time to publish our 2017 goals so that we can hit the ground running on January 1st and sprint towards the finish line.  If you haven’t noticed, the two of us have spent a lot of time thinking about taking the right approach to the goal setting process.  We are not aiming to cross a low bar here on this website.  Instead, we have taken months to find purpose driven goals that are challenging and are going to push us.  Will it be comfortable achieving all of these goals…no!  But is that really the point of the goal setting process?  We want to sweat, we want to force ourselves to scrape every dollar together….we want to feel the burn.  Man, I’m starting to sound like Lanny here.  After a month of brainstorming, number crunching, and debates, here they are, my five 2017 goals!

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Portfolio Update – Introducing Our Family Portfolio

For the last few years, I have reported religiously the happenings of my portfolio and every cent in dividend income I have received.  Looking back, it is insane to see how fast my portfolio has grown in such a short period time and I love seeing similar growth rates in so many other people in the dividend investing community.  Man is it a lot of fun!  But there has been one key piece of the equation I have kept under wraps from all of you…the happening of my wife’s portfolio and the impact it is having on our “Family Dividend Income” and not just mine.  So for the first time on this blog, I would like to discuss my wife’s investment portfolio and briefly discuss how I will begin reporting things differently here on our blog!

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