Interesting perspective on rebalancing and the idea to rebalance with new infusions of cash and not by selling winners just because you are overweight or not balanced. I like it
http://theconservativeincomeinvestor.com/2014/12/29/want-to-rebalance-a-portfolio-use-cash-cash-cash/
Computer guy trying to hack his own finances and documenting the journey. Thoughts on trading, investing, dividends/passive income, budgeting, and life hacking.
Saturday, January 3, 2015
Friday, January 2, 2015
DRIP Purchase (IDV)
Will try to update DRIP purchases on this blog
12/30/2014 Bought 0.672 IDV @ 34.0445 via DRIP
12/30/2014 Bought 0.672 IDV @ 34.0445 via DRIP
This took annual dividend on this stock holding from $88.37 (2014 values) to $98.21 (2015 $/per share). (Dividend increase for 2015)
portfolio spreadsheet was updated to reflect the new amount of shares owned.
portfolio spreadsheet was updated to reflect the new amount of shares owned.
IRA Purchases GE, WEYS, PID
Some alerts went off today on GE and WEYS. I don't have a full position on GE and I wanted to add WEYS.
Bought 25 GE @24.94, lowering my overall price on the position to $25.59. I'll most likely consider adding another 25 below $24
Chart for GE 1/2/15
Why WEYS?
partly here: http://www.dividendgrowthinvestor.com/2014/12/best-dividend-stocks-for-2015.html
Bought 20 WEYS @28.55 I would consider adding more below $26 and have alerts set if it reaches that point.
Chart for WEYS 1/2/15
PID
Bought 25 @17.3999
why foreign dividend exposure via ETF
Chart for PID 1/2/15
This increases projected dividend income for the year to: $1,197.03
Bought 25 GE @24.94, lowering my overall price on the position to $25.59. I'll most likely consider adding another 25 below $24
Chart for GE 1/2/15
Why WEYS?
partly here: http://www.dividendgrowthinvestor.com/2014/12/best-dividend-stocks-for-2015.html
Bought 20 WEYS @28.55 I would consider adding more below $26 and have alerts set if it reaches that point.
Chart for WEYS 1/2/15
PID
Bought 25 @17.3999
why foreign dividend exposure via ETF
Chart for PID 1/2/15
This increases projected dividend income for the year to: $1,197.03
Tuesday, December 30, 2014
DRIP Purchase (VYM)
Will try to update DRIP purchases on this blog
12/26/2014 Bought 0.081 VYM @ 69.9863 via DRIP
12/26/2014 Bought 0.081 VYM @ 69.9863 via DRIP
this took annual dividend on this stock holding from 18.93 to 19.09. (Hold onto your socks!)
portfolio spreadsheet was updated to reflect the new amount of shares owned.
portfolio spreadsheet was updated to reflect the new amount of shares owned.
Saturday, December 27, 2014
[Shared] Dividend Stocks To Buy If You Are Just Starting Out
Great post from Dividend Growth Investor on what stocks they'd invest in if they were just starting out in dividend stocks.
http://www.dividendgrowthinvestor.com/2014/12/what-dividend-stocks-would-i-buy-if-i.html
http://www.dividendgrowthinvestor.com/2014/12/what-dividend-stocks-would-i-buy-if-i.html
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