Bert’s December Dividend Income Summary

I’ve been getting excite to write this post ever since I published my November 2016 dividend income summary.  Why?  Because December is the BEST DIVIDEND INCOME MONTH OF THE YEAR!  Not only do we receive dividends from the majority of companies in our portfolio, but we also receive distributions from our mutual funds.  More often than not, the capital gains distributions cause you to fall out of your seat as the number never seems to disappoint, especially when you have been contributing to your 401k throughout the year.   Now that it is officially 2017, time for me to perform my final dividend income summary of 2016!  Let’s see my December dividend income figures!

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Goal Accomplished – $3,250 in Annual Dividend Income!

I threw a teaser in my last purchase article by mentioning that there was something else that I wanted to share with the community.  Well, back when I was setting my goals for 2016, I pushed myself to achieve at least $3,250 in annual dividend income.  You guessed it….my last purchase of Realty income pushed me over this mark and my forward dividend income total now sits at $3,265.  Now, I’ll summarize how I was able to knock this goal out with just under two months to spare in 2016.

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Bert’s October Stock Watch List

My last two articles have been reviewing my past performance, checking in on my goals through the end of September and reviewing my September dividend income.  Both of the articles were showing that my portfolio and dividend income are trending in the right direction.  With three months to spare, I’m looking to keep that momentum going.   So I took some time tonight to prepare my October stock watch list and see if I can pinpoint a few stocks to keep a close eye on over the next several weeks.

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Lanny’s January Dividend Income

YES!  January of 2016 is already in the books.  Can you believe it?  Already one month down and here we are, getting started with the first monthly dividend income post for the new year.  I am pumped.  Why?  Because this is the first month to see what rewards were benefited from the 2015 work, and is also the first month to start tracking the yearly progress.  January was a crazy month in the stock market, but we like crazy, right?  You betcha.  Without further a-do, let’s check out the January Dividend Income Total!

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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!

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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.

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Dividend Impact of a Potential Acquisition for Norfolk Southern (NSC) Shareholders

One of the reasons why I love investing in dividend growth companies is that management has many tolls at their disposal to generate value for their shareholders.   The easiest manner is to announce a share buyback program or a dividend increase, which have minimal impact on the operations of the companies.  However, if management is looking for a larger splash, they can always spin-off a business unit, merge two companies out of no-where (See Kraft) or even sell the company to the highest bidder.   All of these scenarios have different impacts for us dividend growth investors.  Today, I wanted to take a look at one of the rumors that has been floating around for the last couple of weeks and analyze how the move would impact my forward dividend income.  Let’s dove into these Norfolk Southern (NSC) buyout rumors.

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