Bert’s October Dividend Income Summary

Another month.  The leaves are changing, Halloween is behind us, and I have officially ate way too much Halloween candy!  My wife and I love the fall season and even had a chance to go apple picking before the weather was too cold and make some fantastic desserts with our haul.  But that’s not the point of this article, is it?  Each month, we like to summarize our results and check out the growth and progress we are making in terms of dividend income.  Lanny kicked off the festivities by announcing a very nice 10.96% increase compared to last year.  Let’s see how well I can perform.  Here is my October Dividend Income summary!

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Who & What is Vanguard?

What does it mean when someone says, “Oh, I Vanguard” or “I use Vanguard”.  There is even a line or two when people talk about investments in a conversation, and someone says, “I let Vanguard handle everything”.  Well, my goal is to explain and put that to rest.  This all came from an interesting conversation with one of my best friends and he felt that this information was necessary for the community to read, especially those starting out to invest and wanting to know more terminology, where it comes from, what it means and the impact to them.  Therefore, I will do my best to explain the “who” and the “what” in Vanguard.

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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 June Dividend Income Summary

Half of 2018 is officially in the books!  I am also another year older and have one year left to enjoy my 20s.  2018 has been an investing year unlike any other in the past.  There have been a ton of great buying opportunities and companies are providing shareholders with some crazy dividend increases and share buyback programs.  Lanny and I are having a blast following the twists and turns of Mr. Market.  Now that another month has come to a close, it is time to take a step back and review the dividends received during the month.   Here is my June dividend income summary!dividend income Continue reading

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Bert’s March Dividend Income Summary

Wow.  What a month it has been.  My busy season came to a roaring close, there were an insane number of March Madness upsets, and my personal favorite, baseball season is back!  One of my favorite activities each month is sitting down with a nice beverage and aggregating my final dividend results for the month.  I tally the results throughout the month, but there is something exciting about finalizing my totals and seeing the final amount of dividend income received and calculating my year over year growth rate.  Since this is March, aka the final month of the quarter, this is a very fun activity!  Let’s see how I performed this month.  Here is my March dividend income summary.

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Bert’s December Dividend Income Summary

December is THE BEST month to be a dividend growth investor.  Not only is it the third month of the quarter the most popular month to pay a dividend, but December is also the month where mutual fund companies pay their capital gains distributions!  Whoo.  Lanny and I were refreshing Vanguard’s website hourly (okay, probably less frequent than that) since we were eagerly awaiting the results.  For Lanny, the results WERE INSANE as he crossed $2,000 in dividend income for the first time ever.  Lanny congratulations my man.  Just incredible!  While my portfolio is far behind his (one day I’ll catch you Lanny!), my December’s have historically been strong.  If I ever had a chance to record a record level of dividend income and beat him this month, it would be in December.  So now, let’s dive into the details and check out my December dividend income summary!

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Bert’s September Dividend Income Summary

Is it just me or is 2017 flying by??  I cannot believe that the third quarter came to a close!  This third quarter was an exciting one for my wife and I and I think we spent nearly every free minute we had together fixing our new house, painting walls, packing (and then unpacking), and finally settling into our first home.  It was a stressful process for sure, but man I am excited that it is over.  I’ve been looking forward to reporting my dividend income for September because let’s be honest, who doesn’t like reporting their income in the final month of a quarter when their mutual funds pay dividends?   Now it is time to check out my September dividend income report. dividend income Continue reading

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