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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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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Bert’s June Dividend Income Summary

June is coming to a close and you know what that means….we are officially halfway through 2015!  That’s right, our year is nearly 50% completed.  Are you kidding me??  It seems like just yesterday that I was writing my 2015 goals article and trying to scheme about how I am going to knock these goals off.   This month is one of my favorite dividend months as most of my portfolio pays out in third month of the quarter, so this is always one of my favorite articles to write!  Let’s see how I performed in June and if I was able to knock of Lanny, who had one heck of a month as well racking up nearly $850 in dividend income!

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Bert’s September Dividend Income & Portfolio Summary

September is a great month.  Summer turns to fall, football returns, baseball teams battle for their chance to continue playing baseball in October, and most importantly, most companies pay a dividend!  Let’s review my portfolio and dividend income received during September.

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