Bert’s Portfolio Review – 2019

For the first time on this website, I thought it would be a good idea to publish a review of my investment portfolio!  Lanny has been doing so each quarter and we are discussing many of these metrics on a regular basis either when together or on the phone.  So I figured it would be a good time to sip on a cup of tea (notice no coffee today) and dive into some of the numbers.

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Bert’s Portfolio Review and Assessment

2014 has been a CRAZY year for my portfolio, Lanny’s portfolio, and many other participants in this great community.  For many of us, we have pushed ourselves to the limit and infused as much capital as possible into our portfolios to get the dividend growth snowball running.  After all, as dividend growth investors, we know the power of dividend reinvesting and all the benefits, so stretching ourselves to invest as much as possible early just makes sense.  Before we begin 2015, I wanted to take some time to perform a portfolio review to assess the current state of my portfolio and perform some quick tests to see what tweaks my portfolio may need in 2015 or what areas I should be focusing on with my next round of capital deployment.   With that being said, let’s peel back the layers my portfolio and dive in!

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