Category: Investing


Do I Need to Market Time?

Maybe you just got your tax refund, reimbursed for a large work expense, or finally built up a good amount of cash that you wish to invest. With the Dow Jones at near record highs (16,294) at the time of this post, is now the right time? Should you wait...


November 2013 Dividends

November 2013 Dividends Received Apple Inc (AAPL) – $27.81 Kinder Morgan Inc (KMI) – $55.09 Total dividends received during the month of November: $82.90 In 2012 I received $0 in the month of November, while in 2011 I received $42.90 from BMY. Full Disclosure: Long AAPL and KMI


Recent Dividend Increases Q4 2013

Here’s a list of some recent dividend increases: Aflac (AFL) raised annual dividend per share from $1.40 to $1.48, increasing annual dividend from $82.19 to $86.89. Dividend CAGR: 5.71% BP raised annual dividend per share from $2.16 to $2.28, increasing annual dividend from $108 to $114. Dividend CAGR: 5.56% Kinder-Morgan...


Comments on The Wise Investor Podcast

During drives in the car I usually listen to either talk radio, investing podcasts, or music. Lately it has been mostly talk radio during the morning commute and investing podcasts at other times. When I recently drove to Chicago and Pittsburgh for fellowship interviews I was able to listen to...


Recent Purchase of IBM

On November 8th, 2013 I purchased 12 shares of IBM. I believe it is fairly valued at the moment with a PE 12.49. While it only pays a dividend of 2.11%, IBM has been raising their dividends quite a lot over the last few years. In fact, the 1-year, 3-year,...


What If I Invested $1000 20-Years Ago?

On this post I’ll pretend that exactly 20 years ago I invested $1000 into each of 17 stocks that are currently in my portfolio. I did not sell and reinvested all the dividends. Data will be calculated from’s Dividend Reinvestment Calculator. The start date is October 25, 1993 and...


My Favorite Investing Websites

Update: Please also visit our Blogroll for even more investing sites. I love the research tools within Schwab and use those frequently, but the ones below are also excellent and free for anyone to use. – focused on dividend paying stocks. Free dividend analysis and detailed dividend history for...


Recent Purchase of BMS and TGT

Today I sold shares of SCHA (Schwab’s Small Cap ETF). It was one of the first ones that I started buying since getting a paying job. And, it has performed incredibly. I sold my remaining 79.3063 shares for a capital gain of $1,192 on a cost basis of $2773. (I...


Recent Purchase of BAX and BP

It’s been hard to find good value in stocks with markets near all time highs. While valuation does matter, I feel it is more a matter of the quality of a company than its current price. I’m not buying these companies for their performance over the next year or two,...


Sale of Realty Income

I initially bought Realty Income back in July 2013 for $45 per share. I ended up selling all my shares today, taking a moderate capital loss. I will definitely be buying Realty Income again, hopefully, at similar depressed prices. Future purchases will end up in my Roth IRA account because...