What is the S&P 500?

How many times have you read somewhere or heard someone state the “S&P 500 is up or down X% today?”  Or have you heard someone say that they own a mutual fund or ETF mirrors the S&P 500?  Lastly, have you read one of our stock analyses where we compare a company’s price to the S&P 500 to determine if the company is undervalued?   If you are a beginning investor, when asking those or similar questions to yourself, did you even stop and wonder what exactly the S&P 500 is?

This year, we have started our financial education series where we educate investors of all experience levels about various topics.  We’ve covered topics such as Who and What Is Vanguard?, What is the Dividend Payout Ratio?, and  What is a Dividend? In this article, we will take a deeper dive into the S&P 500, explain what the stock market index is, provide a background, and review how the S&P 500 determines which stocks are included in the index.

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What are the Differences Between Mutual Funds and ETFs?

This year, we launched our financial education series.  The purpose was to educate investors on various aspects of dividend investing or just investing in general.  Some articles have been as fundamental as “What is a Dividend?”  while some articles took a deeper dive into a topic, such as “What is a REIT and How Are Dividends From a REIT Taxed?”   Today’s article will take a step out of the dividend specific topic and explain the differences between mutual funds and ETFs.  Both types of investments are important diversification options and are similar (but with some key differences).   And of course, as you would expect, there will be a dividend twist at some point in this article!  Let’s start peeling back the layers!

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Bert’s Recent Stock Purchases – Part 2 – October 9 – 12

Man oh man has October been exciting so far.   Lanny and I started off the month strong by making several rounds of investments (Lanny’s summary article can be found here and mine can be found here).  We were feeling pretty happy with our decisions.  On top of it, I created a dividend stock watch list to prepare myself for another set of purchases.  Then, well, we all know what happened.  The market had a massive two-day sell-off.   Many investors capitalized on the downturn and we have been seeing a lot of purchase articles featuring some great stocks.  This may be one of those articles, as it reflects my purchases from right before and during the October sell-off.  The splash isn’t as large as you might have thought and we are still being patient.  But I did have the chance to purchase three different stocks last week.   Here is a summary of my second round of purchases in October!

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Bert’s October Dividend Stock Watch List

The end of 2018 is rapidly approaching.  With only three months to-go, I am working hard to identify different investment opportunities.  With some extra cash, I am ready to put my capital to work and increase my dividend income as much as possible before the end of the year.  In this month’s edition of my dividend stock watch list, I identified four stocks that I will keep an eye on.  Ironically, I actually own all four stocks on this watch list.  And on top of it, each have a dividend yield greater than 3%.  So a potential purchase may add quite the punch.   With that in mind, let’s see which four companies made the cut for my October Dividend Stock Watch List!

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Bert’s September Dividend Income Summary

Fall is in the air, postseason baseball is about to start for the Indians, the Browns won their first game since 2016, dividends continue to increase by large percentages, and we have officially entered the fourth quarter.   Since it is a new month, you know what that means?  It is time to summarize my dividend income from the previous month.  Lanny kicked off the festivities by releasing his dividend income article and disclosing the fact he received over $1,700 in dividend income during the month.  Incredible Lanny,  just incredible.  Congratulations!  Now that I am nice and motivated, let’s check out the results.  Here is my September dividend income summary,

dividend income

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Expected Dividend Increases in October 2018

Wow.  It is the fourth quarter already.  It is hard to believe that the calendar is about to turn and the leaves are about to change colors.  With a new month at hand, you know that means…another installment of our expected dividend increases series.  For those of you that are new to the blog, each month we summarize a listing of companies that are expected to announce dividend increases in the coming month.  The two of us LOVE dividend increases.  So we thought we would share some of the excitement with you.  Now, here are the companies expected to announce dividend increases in October!

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Bert’s Recent Buy – Kraft Heinz Company (KHC)

After an inspirational discussion with Lanny over the weekend, I was looking to come out of the gates firing on Monday.   I was excited for the opportunity to add to my portfolio.  “firing out of the gates” may not be the best way to describe this purchase.  Overall, it wasn’t the largest.  But I was excited for the chance to add some nice income and continue to build a position in my portfolio .  Here is why I added to my position in Kraft Heinz (KHC)!

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