Bert’s December Dividend Stock Watch List

The holiday spirit is in the air and we are closing in on the end of 2018.  With Lanny serving a healthy dose of inspiration by sharing with all of us that he crushed a major dividend investing milestone ($12,000 in annual dividend income, aka $1,000/month), I’m as motivated as ever to continue investing as much capital as possible into income producing assets.  So today, I sat down and put together my initial December dividend stock watch list.  There are a handful of companies on this listing, so lets dive right in!

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Bert’s Recent Stock Purchase – United Parcel Services (UPS)

The start to December has provided some rocky moments in the market, to say the least.   There was a new stock that popped up on my screener (which will also be on my watch list going forward at these levels).  It is the holiday season and I’m sure you have seen their delivery trucks buzzing around the neighborhood.  Here is why I have initiated a position in United Parcel Services (UPS).

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Bert’s November Dividend Income Summary

It’s the most wonderful time of the year!  The winter is upon us and the holiday season is right around the corner.  It is time to bust out the Christmas Trees, decorations, menorahs, and whatever else you and your families use to celebrate the holidays.   I know our house is ready to go!  On top of it, it is officially the most exciting dividend month of the year…December!  But before I jump ahead, now that it is a new month, it is time to summarize the results from the previous month.  Here is my November Dividend Income summary!

dividend income

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Bert’s November Stock Purchases

Like Lanny, as he noted in his November purchase article, this has been a relatively quiet month from a purchasing perspective.  After a crazy October that saw wild swings in the market and a lot of small purchases, November was calmer as many companies rebounded from that rough October.  Of course though, there were some opportunities that presented themselves.  I had to dip my toe in the market a little bit, right??  Here is a summary of my November stock purchases!

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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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