Author: scott

8

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,...

17

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...

6

Scott’s Goals for 2016

As I’m sitting here on a Sunday watching some playoff football, I thought it would be a great time to set investing goals for 2016. I think I did a fairly good job of meeting and beating my 2015 goals. This year will have some firsts for me from a...

8

2015 Year-End Performance

Statistics Beginning 2015 Account Value: $123,001.82 Ending 2015 Account Value: $153,615.72 Dividend income in 2015: $4,303.67 Forward 12-month dividends: $4,947.65 Options income in 2015: $855.70 Total lifetime dividend income: $9,297.86 Post-tax salary: $45,140 Pre-tax moonlighting income: $11,950 Effect of Dividend Increases Company Effect of Dividend Increase Apple $47.94 Aflac $4.93...

9

December 2015 Income

Another year is over and it sure went by quick! Total dividend income for December 2015 was $483.47. In December 2014 I received $363.79; in December 2013, I received $265.71; and in December 2012, I received $243.78. Options: No current open options. See my options page for further details. Symbol...

8

Did I Meet My 2015 Goals?

It is hard to believe that it is 2016 already! Let’s see how I did in achieving my goals for 2015: To review in more detail my goals for 2015, please visit the post here: Scott’s Goals for 2015 1) Max Roth IRA ($5,500) as soon as possible – PassThe...

11

Vanguard Dividend Appreciation ETF (VIG) vs Individual Stocks

When I started invested I stayed diversified by investing in ETFs. Since I began without much money, commission-free ETFs, like Schwab’s Dividend Equity ETF were very appealing. I’ve always liked the concept of investing in dividend growth companies and an ETF was a good exposure to that sector, allowing me...

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November 2015 Income

In total, I received $391.43 in dividends for November 2015. Last November I received $236.24, giving me an increase of 66% YOY! This includes only receiving $1.30 from CAT (versus $54 last quarter); the reason for this is that I sold CAT and then bought it back in order to...

6

Recent Purchases – End of November 2015

While I don’t talk about sales of stock that often, I recently discussed a number of sales for tax purposes. I had sold the majority of my positions in BP, CAT, and IBM at the end of October. At the end of November, I re-purchased these three companies. My hope...