With the combination of my brokerage and Roth IRA hitting $30,000, I decided to slightly modify my portfolio allocation from mostly ETFs to mostly stocks with a few ETFs. I sold large portions of SCHV, SCHA, SCHC, and SCHD in order to have the capital to invest directly in individual...
Apple had recently announced its 4th quarter 2012 earnings report. Despite posting a record $13.1 billion in profit, Apple’s stock has dropped significantly from its all-time high of around $700. I’m posting a few articles that puts their “disappointing” quarter into some perspective: The $13.1 billion in profit Apple posted...
For 2013, I’ve decided to document a few financial goals and, at the end of the year, I’ll come back to this and see how I’ve done. 1) Continue to invest the maximum of $5000 $5500 per fiscal year into a Roth IRA. Anything left over will be placed in...
Here’s my dividend report for calendar year 2012. This is the second annual dividend report. For a detailed breakdown of the 2011/2012 dividends, please visit: Scott’s portfolio. It has been exciting to see the growth of the dividend payments both as a result of the underlying companies increasing the payouts...
Here’s a chart from Charles Schwab’s On Investing that shows that trying to time the market doesn’t really work. Rather, it’s best to constantly invest as much as your finances and situations allow.
This will hopefully get more exciting as time goes on, but here’s my first annual dividend report for calendar year 2011. December is substantially higher because my International Small-cap equity ETF (SCHC) pays annually. Total 2011 Dividends $379.14 or $31.60/month Dividend Growth Year-Over-Year: NA
I just sold my GE stock today that I had been DRIPing directly through the company. I sold despite the fact that I feel it is a great stock, especially at its current price. (They even just recently raised the dividend to 0.17/share/quarter.) The reason why was that I do...
I’ve previously talked about the Dividend Reinvestment and Dollar-Cost Averaging spreadsheets that I made available on Google Docs. Today I made additions to them, including a Definitions sheet describing some of the more technical terminology that I’ve used. As always, remember that I’m trying to do my best to make...
The question that everyone is asking is “Does it really work?” The idea behind dollar-cost averaging makes sense: buy more shares when the price is cheap and less when the price is high with the hope of lowering your average cost per share. This is compared to the idea behind...
The DCA spreadsheet is based off the template available here: The DRiP Investing Resource Center – Tools Dividend Reinvestment and Growth Calculator This template gives you the ability to project anticipated value of a stock over a 30 year period if dividends are reinvested and allows for factoring in additional...
