Remember when we had those posts regarding income and expense summaries? Well.. I’ll be damned if I didn’t realize I haven’t posted about this since the summary for April 2015. Aka – more than 3 months have passed that I haven’t showed any results from the income and expense summary side of my life. I haven’t shown how I am able to fund my investment purchases, how I’ve been able to balance both living and ht epursuit of financial freedom, as well as – achieving the 60% savings challenge. I’m Back and ready to bring it! This is the summary for 3 months that were missed – May, June and July. 
Tag Archives: Life
Lanny’s Recent Purchase – DOW
The market hit a nice turn again for the worse, after a earnings have started to be released for companies. I saw the red, the deep red and I had to put in a nice little limit order on a stock, where it was already down over 6% from a price I recently looked at it… I didn’t really thing it would get lower… lower it did. Now let’s take a look at the purchase.
Lanny’s 2nd Quarter Goals Check Up
Now that 2 full quarter’s are in the book, it’s a great time to see where I stand in comparison to Q1, but also to the 2015 goals I set for myself towards the end of last year. It has been such a unique year thus far, and 6 months have come and gone. Question I have to find out now is – am I hitting my goals? Am I on pace to somehow reach those items I set? After all of the traveling, weddings, bachelor parties and making fun of Bert, am I on track? Let’s find out! Continue reading
Bert’s Quarterly Goals Review – Q2 2015
My goodness, we are halfway through 2015 and man has it been a fun ride. The second quarter was a lot of fun and I felt like the market presented some great opportunities for dividend investors to take advantage of, whether the market had a general pullback from fundamentals or due to the most-recent saga in the everlasting Greek saga. With all the purchases we had, I moved that much closer to accomplishing my goals in 2015 and I closed the gap on some of my largest, most difficult goals. Now that the quarter is over, I wanted to take some time to review my progress and see where I stand and if any adjustments need to be made before it is too late.
Crossing $55,000 in Market Value & $2,000 in Dividend Income
As we mentioned in our blog’s one year anniversary post a few days ago, my portfolio has crossed a couple of major milestones recently and I am very excited to finally share them with the community. Over the couple of months, I have crossed both $55,000 in Market Value and $2,000 in Projected Dividend Income. I still can’t believe it, as it seems like just yesterday I was crossed $40,000 in market value (last June) and $1,750 in projected dividend income (last August). Two round, iconic numbers in my eyes. It has been a fun journey between milestones, so lets take a look at how I got there.
Continue reading
Our One Year Bloggiversary!
One year ago, today, on May 15, 2014 – the Dividend Diplomats were created. Two young guys in public accounting, after constant discussions of investing, financial freedom, dividend stocks and life without the chains – they came to a meeting of the minds. 365 days have past and WOW what a ride it has truly been. (Lanny) has been reading the dividend investing community blog-o-sphere for more than 5 years and (Bert) has done this now for going on 2 years. Two guys that grew up in two different areas on Northeast Ohio – Lanny from Akron and Bert from Cleveland, one being Catholic and the other, er, uhm, Jewish, one being 6’3 and the other being 5’8, they still shared many things in common, one of those being – deep hearted passion about dividend income investing and to have this income to push them toward crossing the line of financial freedom. Time to take a look back at 365 days…
Lanny’s Debt Update
Debt. What is debt? Is this America’s Horror Story? Is it chains strapped to your hands and ankles? Well, by definition, Debt is “An amount of money borrowed by one party from another. Many corporations/individuals use debt as a method for making large purchases that they could not afford under normal circumstances. A debt arrangement gives the borrowing party permission to borrow money under the condition that it is to be paid back at a later date, usually with interest.” Thanks Investopedia for that. Debt can be used in two ways – to pay for something that we use day in/day out as a liability that does not generate cash for us OR debt can be used to leverage buying an asset that produces a greater return than the cost of the debt itself. I have debt and I wanted to share an update where I stand based on today, Mid-April.
