Two Investing Blog

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...

4

(Legally) add more than $5,500 to your Roth IRA each year

I add $6735 in cash to my Roth IRA each year. Those of you over 50 may already be “catching up” by adding $6500 a year. However, I am only 31. How am I able to add more than the IRS-mandated $5500 a year and keep it all tax free?...

10

Major portfolio spreadsheet update

I don’t usually release a new post for each revision to my portfolio template, but this one was such a major one that it warrants its own page. I was reading through some of the blogs in my blogroll and came across Ryan’s spreadsheet. It made mine look immediately outdated....

8

Added Three New Companies: BBL, CAT, NSRGY

There’s been a few companies that one of my favorite investing blog authors, Tim McAleenan Jr. of The Conservative Income Investor, recently wrote about. One of his posts was talking about how cheap the diversified materials producer, BHP Billiton, had gotten. The price has declined from the low $70s in...

4

Purchase of More BP

On November 10th I found myself with about $2000 that was burning a hole in my pocket. While I have a lot of companies that are on my watchlist and would love to own, I instead decided to purchase shares of a company that I already own. I originally bought...