Wow….January just flew by. One giant blur to me. As I take some time to reflect on the month, I realize just how large of a roller coaster ride it was. Whether it was the wild swings of Mr. Market, receiving dividends, or purchasing a couple of stocks (ADM at the beginning of the month and CZNC at the end of the month), I always had something fun and exciting to look forward to. So now, just like every month, I took a step back and reviewed my monthly dividend income summary to see how my income stacked up against the same month in the previous quarter and the previous year. Let’s check it out!
Tag Archives: Mutual Funds
Bert’s December Dividend Income Summary
Happy New Year everyone! It still blows my mind that the calendar has officially turned over and it is 2016. HOLY COW! I hope you all have had the chance to set your goals so we can hit the ground running in 2016. It seems appropriate that the first article published on our website in 2016 is a review of the dividend income received during my favorite dividend month of the year…December. Let’s take a look at my December dividend income summary, my final report of 2015!
November Dividend Income From You The Bloggers
Another month is marked in the books and here we are – the November Dividend Income edition from YOU the bloggers. This has been a fun post to display how far we have come, the fruit from the labor and a way to summarize in a format to see where all of the cards are playing out. Also – a fun little jab at Bert to see if his dividend income will be greater than mine – last December was a fluke I tell ya! Without furtherado – here is the dividend income from November from YOU.
Am I too Overweight in Mutual Funds?
As investors, one of our favorite words is diversification. We are taught to diversify our portfolios to avoid exposure to any one particular investment or sector of the market and achieve balance. One of the easiest ways to achieve diversification is through purchasing mutual funds, which I did at the beginning of my investing career. However, now that I have grown as an investor and now own 30 individual stocks, I wanted to take a look back at my current mutual funds to determine if too much of my portfolio is allocated to these diversified holdings. It is time to take a look at the five mutual funds I hold and determine if ACTION needs to be taken.
Bert’s Dividend Income Summary- December
Happy New Year everyone! 2014 is officially in the books and we turn the page to a new, exciting year. 2015 will be the year of major moves, as we all continue to build on our success and grow our passive income. You know that dividend income we all received this year, we will receive more this year just from the power of DRIP and increasing dividends (See the impact of dividend growth on your portfolio). Since the year is over, I wanted to take one final look at the dividend income I received in 2014 and review my December 2014 totals. I have a surprise in store for everyone, possibly a new dividend record for me! So let’s begin.
