Author: scott

4

Purchases of More BP and CVX

I first purchased CVX back in April 2013. In fact, CVX was one of the original stocks I bought when I switched my portfolio from ETFs to individual stocks. My entire portfolio had a value of around $30,000 at that time. It really wasn’t that long ago, but it is...

4

Scott’s Goals for 2015

Well, with about a week gone already of 2015, I thought it would be a great time to finally set some goals for the remainder of the year. As much as I’d love to write a short post about some recent trades I just made, I thought it best to...

9

Did I reach my 2014 goals?

To recap, here are the goals for 2014 that I set on January 4, 2014. Goals for 2014: 1) Max Roth IRA ($5,500) as soon as possible 2) Generate at least $2,400 a year in dividends 3) Contribute at least $3,000 into 2-3 small cap growth stocks. 4) Begin experimenting...

0

2014 Year-End Performance

2014 was another great year for stocks. Yes, oil-related stocks did drop a bit but overall the market continues to be strong. I look to add more oil companies on weakness if I have the cash available. Some statistics: Beginning 2014 account value: $68,907 Ending 2014 account value: $123,001.82 Net...

5

Calculating Your Annualized Return – XIRR Function

As the end of the year approaches, many of us will be writing blog posts about our portfolio and its performance over the past year. While it is easy to look at the starting and ending values and determine the percent change, this formula isn’t really what we should be...

43

Robinhood or Loyal3: Commission-Free Investing. Invites Available!

I’d like to quickly touch base on two of the most popular commission-free trading platforms. First Loyal3. Loyal3 has become popular among the dividend investing crowd. While it doesn’t offer the largest selection of stocks (currently 64), there are plenty of high quality options on it. It also offers some...

4

New Purchase: More BHP Billiton

I last purchased BBL at 52.30/share back in November. I thought that price was a good entry point. After I recently got paid, I knew it was going to something that had dropped recently so that I could lower my cost basis. It was a slightly difficult choice between a...

1

Transactions Sheet in Dividend Portfolio Tracker

The major December 2014 update to my Dividend Portfolio tracker added the ability to track stocks and dividends via individual entries on a transactions sheet. Some commenters were asking about how to add new trades on my old version and, I agree, it was not intuitive. In fact, it was...

29

Investing Formulas for Google Spreadsheets

The page describing my portfolio spreadsheets was getting a little confusing with all the formulas. To simplify things I’ve decided to pull all the importxml and importhtml formulas that I’ve used over the years to retrieve such data as dividend yield, latest stock price, 5-year dividend CAGR, etc into this...

6

November 2014 Income

While I only have three stocks that pay their dividends in November, all three pay well and make up a large portion of my portfolio. Last November I made $82.90. This November I received a total of $236.24, a increase of 185%. This amount brings the year total up to...