Portfolio Update – Introducing Our Family Portfolio

For the last few years, I have reported religiously the happenings of my portfolio and every cent in dividend income I have received.  Looking back, it is insane to see how fast my portfolio has grown in such a short period time and I love seeing similar growth rates in so many other people in the dividend investing community.  Man is it a lot of fun!  But there has been one key piece of the equation I have kept under wraps from all of you…the happening of my wife’s portfolio and the impact it is having on our “Family Dividend Income” and not just mine.  So for the first time on this blog, I would like to discuss my wife’s investment portfolio and briefly discuss how I will begin reporting things differently here on our blog!

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Bert’s November Dividend Stock Watch List

Lanny said it best, the post election stock market has been crazy.  A lot of industries that have been trading at a discount, financials and REITs for example, have soared while other stocks that have traded at highs over the years are approaching buy-able levels again.    Recently, I was able to knock out one of my 2016 investing goals by crossing $3,250 in projected dividend income; now, I have another goal in sight….investing at least $20,000 in “New Capital” into the market.   I’m ready to keep the pedal to the metal and take advantage of some more opportunities that Mr. Market has presented us.  Time to check out my November Dividend Stock Watch List!

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One Downside of a Roth IRA

I’m starting with a disclaimer here.  We could debate for hours the pros and cons of a Roth IRA; Heck, Lanny has written about both sides of the Roth vs. Traditional argument already…first about maximizing your Roth IRA contributions for 10 years and then writing about his plan to use a Traditional IRA going forward during the summer.  What am I proving here?  There is not a one size fits all approach and using a Roth or a Traditional account may (and should) change as your financial situation changes.   This last week I experienced one of the downsides of a Roth IRA and I wanted to share it with all of you.

Roth IRA

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Strategy Adjustment – Taxes… (Series, Part 1)

Very strange article title, isn’t it?  To begin, I love dividend stocks to invest in.  I love the pursuit to financial freedom and to be completely independent in the decision of what to do with my time.  As with that time – happiness is what truly matters, and making a difference in others lives.  I want to do that, NOW, Tomorrow, the next day and so on.  I want to be able to spend as much time with friends and family as I see fit in my life and to help others that are in need.  In doing some “deep-thinking” on how to further expedite this, maximize my money, which buys time, I have changed a strategy of mine.  The target?  Taxes.

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Bert’s Quarterly Goals Review – Q3 2015

 

Even after writing my September Dividend Income Summary, I still can’t believe that the third quarter of 2015 has come to a close.  Holy cow, where has all of the time gone?   Just like Lanny, I perform a quarterly goal review to track my progress so I can make any necessary adjustments before it is too late.   Let’s take a look at my progress through the first nine months of 2015!

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Recent Buy – Emerson Electric (EMR)

I have been compiling some cash recently and had enough to establish a great entry-level position in a company.  Over the last few months,  there have been many events impacting the market and pushing the price of some great companies lower and lower.   So I wanted to make this purchase count and pick up a rock-solid dividend paying stock, one that I now think should be included on Lanny’s infamous foundation stock listing.   Unfortunately, the title gave it away.  See why I decided to invest in Emerson Electric this week.

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