I started the first week of 2020 by buying more Netflix and Akamai. I want to increase tech/growth exposure in my portfolio going forward. What have I sold? I sold all of my Kroger in my IRA for around 17-18% profit, I sold all of my shares of 3M for about a 5% gain, Verizon …
First and foremost, I want to say that 2019 was a great year in investing for me. It marked my first year of really being an active investor. Previously, most of my investing choices were index funds. POSITIVES?-Increased my Cash Flow/Dividends tremendously -ROTH IRA which was three index funds was up 30%, Traditional IRA was …
It is that time again, time for another DIVIDEND STOCK REPORT. Putnam $7.36 General Mills $10.29 Darden Restaurants $7.04 Ennis $28.13 Kaiser Aluminum $3.00 Eaton Vance $18.75 Cash Interest $0.75 TOTAL $75.32 Now, let’s compare where this particular quarter’s income was previously. Three quarters ago, I was sitting at a total DIVIDEND INCOME of $56.06 …
This week I finally got the opportunity to sell some of my Fidelity Health Care Services Mutual Fund for a profit. I’ve been holding this for over a year and it’s been a poor performer until recently. What were the mistakes I made with this stock? 1)Inside my IRA, I bought too much of it …
Correcting Beginner Investing Mistakes, Dividend Stocks & Netflix Read More »
Top 3 Stock Research Websites Here are some of my favorite stock research websites I visit to see what the big guys are buying and selling: MARKETBEAT First and Foremost there is Marketbeat.com. This website has a lot of stuff but I look for the institutional buying section and see if there have been inflows …
Dividend increases coming from multiple companies I own. Here are just a few of them: Eaton Vance gave me a very nice pay raise of 8.57%. The annual dividend per share went from 1.4 to 1.52. Westrock- 1.82 to 1.86 for an increase of 2.2% Six Flags-3.28 to 3.32 annual per share owned. This is …
Six Flags I began purchasing Six Flags on October 24th. I purchased three times and now I am up a total of 3.10%. Volumes have been increasing but there have also been some VERY obvious manipulation attempts to the stock. So, we will see what the larger institutions do with this one. It is still …
Dividend Report for September So, September represented a smaller portion of my dividend income for the year. I simply don’t have as many stocks that report in September, not yet anyways! I also sold off a good portion of TLT so those distributions are no longer there either. Here is my monthly dividend returns for …
I will start by saying this is one of the best books I’ve ever read on investing. It’s written by Bruce Miller, who is a Certified Financial Planner. Unlike many investment books, he never gets wordy or uses overly technical jargon. His manner of writing is extremely clear and the order of the layout is …
Investment Book Review-Retirement Investing for Income only! Read More »
In the video below, I go through how to use Fidelity’s Stock Screener. I make extensive use of the resources on Fidelity’s website. The stock screener at Fidelity greatly helps me reduce the amount of stocks to research-it allows me to zero in on particular strategies. Those strategies might include dividends, growth, or even stocks …
I bought TLT multiple times throughout May and and starting selling in July. This was a swing trade I made. I missed the very top; however, I am happy with my trades. I try not to get greedy and simply desire to make over a 6% profit on these types of shorter-term trades. I am …
Here are my Dividends for September. You will notice a decrease in this months dividends compared to August and July. I own fewer companies that report in September. I did recently open up a position in Cummins to increase my September Dividends. Brokerage account Putnam Municipal Closed End Fund-$7.36 Cummins-$3.93 Current Total is $11.29 I …
When you get into DIVIDEND INVESTING, you’ll run across a term called PAYOUT RATIO. To properly evaluate a companies ability to continue paying its dividend, you must learn what this means. Essentially, payout ratio tells you how much of a companies earnings are paid out to its shareholders. Visualize a pie. If the company gives …
Index Funds vs. Dividend Stocks The old question of whether one should invest in an index funds or try their luck at dividend investing. Online I see many people advocating for one over the other. However, I personally don’t have this mindset. I see no reason a person can’t do BOTH. That’s what I do …
Should you invest in Index Funds or Dividend Stocks? Read More »
My August payout brought me one new dividend income stock. That stock is the DIVIDEND ARISTOCRAT, Eaton Vance. I currently have fewer stocks paying in August month than July so a slight decrease this month compared to last month. Dividend Breakdown Putnam Municipal Closed End Fund- $4.80 I purchased more PMM this month so this …
What does Eaton Vance do? Eaton Vance is an investment management company dating back to 1924. They serve high net worth individuals as well as institutions. Their products include Closed-End Funds, Equities Funds, and Fixed Income devices. Their offices are located in Boston, Atlanta, London, Singapore, Sydney, and more. Eaton Vance is made up of …
What does Ryman Hospitality do? They own four upscale resorts, entertainment venues such as the Grand Ole Opry, as well as media like AM 650 based out of Nashville The Hospitality sector includes the Gaylord Opryland Resort & Convention Center in Nashville, Tn; Gaylord Palms Resort in Florida, the Gaylord Texan Resort and Gaylord Rockies …
Looking for companies that have a track record of growing their dividend? Here you go! In this blog, I’m looking at Dividend Growers. These are companies who may not provide the absolute highest yield; however, they increase their dividends on a regular basis and reward shareholders. I chose a custom set of parameters to find …
Why I’m investing in LEG? Here are some reasons: What does LEG Do? Leggett & Platt is the company that literally invented the bed spring in 1883. They make springs for beds, its “innersprings system is the most used sleep system in the United States. They even have coils and springs that are easily rolled …
1)Dividend Announcement date: This is the date when the company declares how much dividend it’s going to pay, the record date and when the dividend gets deposited into your account (Pay date). 2)Ex-Dividend date: This is the most important date to understand. If you buy a stock on the ex-dividend date, it’s too late to …
Why would someone choose to use Dividend Investing? 1)More Predictable and Stable The market goes up and down; we have no way of knowing where it’ll be in the future. However, if you own shares in a company that has an annual dividend, then you can know what to expect with a good degree of …
Yes, it’s been awhile since I started a position in a new company. Today I put some money into Kaiser Aluminum, ticker symbol KALU which I’m excited about watching. Why am I investing in KALU? Here are some reasons: KALU Dividend: Yield = 2.53% 1 year dividend growth = 9.09% 5 year dividend growth = …
June’s Dividend Income For the month of June, I chose not to buy any new stocks. It wasn’t for the lack of trying, I simply couldn’t find any new companies I thought were properly valued. Instead, I added to the positions I already had. I added to: Eastman Chemicals Kroger Medical Properties Trust Ennis TLT …
Month of May Stock and Dividend Report In the month of May, I started adding more Bonds to my portfolio. You can’t see this here, but both of my retirement accounts already held a good bit of bond funds that are doing incredible; beating the market in some cases. The Putnam Managed Fund is a …
Dividend Report for Quarter Two At this point, I’m receiving dividends from Macy’s ($7.17), Schneider Trucking, American Eagle Outfitters ($16.23), General Mills ($10.29) and Ennis ($4.05). While this doesn’t seem like a whole lot, I have only been doing investing and dividend investing for five months. Recently I opened new stock positions in Quest Diagnostics …
My second stock purchase After General Mills, I purchased my second individual stock on Dec 11th, 2008. This time I chose AEO, aka American Eagle Outfitters. To this day, it remains one of my favorite stocks, even though I’m currently down. I’ve made six separate purchases of AEO in the last seven months. I realize …
General Mills was my first stock! On November 27th, 2018 I made my first step into buying individual stocks. Yes, the consumer staple stock General Mills was my opener. As of today, I’m up 33% in that stock; let’s call it beginner’s luck. At the time, I knew very little about how to value stocks. …