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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Bert’s June Dividend Income Summary

Half of 2017 is in the books.  Man oh man does time fly.  I look forward to the first weekend of every month so that I can summarize my dividend income from the previous month.  Summarizing my June dividend income, aka the third month of the quarter, is always a little more exciting since I get to include the dividends received from mutual funds.  Enough talk, let’s take a look at how I performed in June compared to 2016.

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The Importance of Long-Term Low Cost Investing

This is a guest contribution by Nick McCullum of Sure Dividend. 

When investors can identify trends that either increase returns or reduce risk, it is wise to implement them into their investment strategies.

With that said, implementing positive market anomalies is usually not hard. Rather, the difficulty lies in finding them.

Two of the most straightforward improvements that investors can make to their investment strategies are:

  • minimize investment fees
  • invest for the long-term

This article will describe how each of these techniques can improve investment performance and provide actionable tips on how to implement them into your personal investment strategy.

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Bert’s Q1 2017 Goals Review

With income summaries out the door, it is time to check up on my progress towards knocking out my 2017 goals.  Each quarter, I like to review my progress to determine if I need to change any habits or re-allocate resources to another area before it is too late.  Reviewing my March dividend income figures has me very excited to perform this review and see how I am progressing along.  So let’s dive on in and perform my Q1 2017 goals review!

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Bert’s March Dividend Income Summary

The first quarter has come and gone, just like that.  It seems like yesterday we were lining up our 2017 goals articles with wide-eyed optimism about what 2017 is going to bring for each one of us.    As with the end of each month, we each take our time summarizing our dividend income income from the month to check our progress and see the fruits of our labor/hard work.  Time to check out how my results from March.  Here is my March Dividend Income summary!

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