Two Investing Blog

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Taxable and Tax-Free Portfolio Allocation

A reader of this blog by the name of Jeff recently wrote a great comment that I felt warranted its own post. Here’s his comment: Hi Scott, Great site !I stumbled across your blog in pursuit of dividend growth investing. Even though this post is from 2014, i’m still hoping...

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Roth IRA Conversions & Purchase of BAC

I usually try to max out my Roth IRA as early as possible each year in order to maximize the effects of compounding. Due to the high cost of living in Chicago this year, I was unable to contribute $5,500 until recently. However, rather than contribute directly into a Roth,...

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Leaving Chicago for a New Job

Chicago has been a great city to live in the past 7 months. Though I’ve always considered myself more of a small town person, it has been really fun living the urban lifestyle. (I grew up in a city of around 6000 with the closest largest “big” city having around...

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February 2016 Income

In total, I received $319.36 in dividends for February 2016. Last February I received $279.47, giving me an increase of 14% YOY. I’ve received $463.64 so far in 2015. Options: I currently have a put open on BA expiring January 2017. Lending Club: $18.16 in interest Symbol Dividend Amount AAPL...

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Early March 2016 Purchases

With the stock sales and the dividend cuts from KMI and BBL, my forward annual dividends had significantly decreased by the end of February. In somewhat better news, the sales also left me with some free cash. Of that cash, roughly $3600 needs to be held in the account for...

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February 2016 Sales and Buys

Since I haven’t add much time to give updates as they happen, I’m going to include February’s transactions here. Despite not looking like it, I was actually quite busy this last month. As a reference, my dividend income at the start of the month was $5313. In my Roth IRA,...

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Automated Dividend Calendar

I just released the latest update (version 3.5) to my Dividend Stock Portfolio Tracker with Transactions Sheet. The latest version automates the Dividend Calendar, which a few people have been asking for. The Dividend Calendar is just a table showing you at a glance when all your dividend paying stocks...

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January 2016 Income

2016 was a rough start for stocks! Seems like nearly all of my stocks are lower. For dividend investors, though, the situation is not too bad. Lower stock prices just means that we can buy more shares and that our dividend reinvestments have more oomph. This January I received $144.28,...

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Put option trade on Boeing

This morning I opened an option trade on Boeing (BA). I sold-to-open a put with a strike price of 115 and an expiration date of January 20, 2017. What this means is that should BA be at or below 115 between now and January 20, 2017, I may be assigned...

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Investing for Total Returns

I came across an interesting forum post on bogleheads.org. (For those of you unfamiliar with the name, John Bogle is the founder of The Vanguard Group. He advocates investing in cheap index funds.) I was trying to get to Dividend Mantra’s site to see if any changes have been made...