Bert’s February Watch List

I’m getting an itch to invest.  Even after purchasing Pfizer a few weeks ago I still have some capital that I am trying to deploy.  This is eerily starting to remind me of when Lanny ran into the same problem (at the same time as a matter of fact!) of having capital to deploy but  no where to put it.    Despite the fact that the market wasn’t cooperating this week, I have my eyes on a few stocks that are getting very close to my “buy” zone.   If the prices fall next week, I may not be able to resist buying.  Time to check out my February Watch List!

Watch List

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Recent Buy – Pfizer (PFE)

I couldn’t sit on the sidelines too long.  After a strong month of purchased in January, which saw me add to my current stakes in  ADM and CZNC,  I wanted to keep the momentum rolling.  At the end of my January dividend income article, I mentioned that I purchased a stock but haven’t disclosed the purchase yet to the community.  Well, that is about to change.  Last week I unloaded some capital and purchased a stake in Pfizer (PFE).  Let’s see why!

pfizer

 

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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.

mutual funds

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Lanny’s March and April Dividend Investing Activity

Ha – eat that Bert, I’m going to give our readers two months worth of dividend investing activity.  Therefore, step your dividend game up.  All kidding aside, these will be the fun posts to put out there for the readers and it helps keep us all on track, think of different investments and share a bond. Continue reading