Lanny’s Automatic Dividend Investment Strategy

That’s right I am back at it again folks!  Just when you thought that everything can be strategized and plotted out on a map, until you come to this site and realize – you can go deeper, simpler, easier and automatic.  I am trying to make this investing journey an automated process as much as possible, as then you can allow yourself to focus on going forward, the everyday variables, planning further with the future and enjoying more of the moment now.

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Bert’s January Dividend Stock Watch List

With the first month of 2017 coming to a close, I thought it would be a good idea to put a dividend stock watch list together to focus in on a few companies that have caught my eye recently.  What’s crazy is that each day brings an exciting new day to the market and it seems like we have snapped out of our two month streak of constant appreciation and are finally starting to see some great companies trading at a discount.  After my last purchase and Lanny’s recent portfolio review, I am as motivated as every to keep pushing capital into the marketplace and increase my passive income as much as possible.  Now lets take a look at my January Dividend Stock Watch List!

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Lanny’s 2016 Portfolio Review

I  keep a copy in PDF of my portfolio every quarter, and have a deeper dive at 12/31, but this also provides a blog’d example of where I stand, so I can always refer back on the site the historical position of my portfolio.  As we have done in the prior year, this post will be a review and re-cap overall of my portfolio, the contributions, dividend going forward, dividend received, what I can analyze from the current position, etc..  It’s always fun to see what the year compiled into one snapshot of all of the hard work that goes into it.  I am excited to see where it stands and what can be done going into this new year!  Let’s dive on in.  Continue reading

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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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Rollercoaster Post-Election

Are you holding on as tight as I am seeing the fluctuation in the stock market?  The rollercoaster has been hot and heavy since Tuesday and slightly reminds me of a few instances we had last year.  I am never one to predict where the market is going nor what I think is the best stock right now, therefore, this article will service one primary purpose.  That is – to hold on to the handle bars on the rollercoaster ride and understand why you are sitting in the seat, is what matters the most.  Continue reading

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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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Bert’s 3rd Quarter Goals Review

We are rounding third and heading home here.  Considering the Cleveland Indians clinched the AL Central Division title this week, I figured a baseball reference to start the article off was pretty appropriate.  Let’s see if they can capture some of the same postseason magic the Cavs had during their run in May/June.   At the end of each quarter, Lanny and I review our annual goals to monitor our progress towards hitting these marks.  If we are on pace…great.  If we are off track, well there is still time to make some adjustments despite the fact there are only three months remaining.  Time to dig and perform my third quarter goals review.

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