Category: Investing

12

Opening an Educational 529 Plan

529 plans were created in 1996 and are named after section 529 of the Internal Revenue code. They are operated by state or educational institutions and provide tax advantages when the funds are used to pay for college or other post-secondary training. Earnings are not subject to federal or state...

14

Latest Buy — Target

On 4/6/2017, I purchased an additional 75 shares of TGT in my standard brokerage account. I own about 75 shares in my Roth IRA so this was a new purchase in my taxable account. I eventually hope to get this amount to over 100 shares so I can sell call...

35

March 2017 Income

I set a new monthly record this month! My first greater than $1000 dividend month. $1042.60! I didn’t think I was going to do it. Turns out that I did not see that BBL had significantly increased its dividend (from 0.28 to 0.8 per half-year). I wonder if this is...

4

Purchase of more GE and GILD Options

While I have not been posting as regularly as I would like, I still have been staying active with buying stocks and selling options. Here’s the latest: I get paid at the end of each month so tend to do most of my stock buying early in the month. The...

8

February 2017 Income

Better late than never! I’ve been super busy with work, traveling to a prostate cancer conference in San Francisco, and traveling with my girlfriend. While the blogging has slowed a bit, I’ve still been actively trading options and buying stocks. My portfolio has also continued to generate some awesome passive...

10

Assigned AAPL Call, Purchase of JNJ and HXL

On 1/25/2017 I sold a call on AAPL with a strike of 125 when the stock was trading at 121.95. The expiration date was 2/24/2017. For selling this I received $105.99 after commission. I’m using the past tense above because I had an investing first for me. On the evening...

13

Banner image update

While I like the functionality of my blog theme (Hueman), the text that I was using for the last couple years in the banner was getting a little stale. So I asked my brother to come up with a new banner design. While there were many good ones, the banner...

9

Latest purchases: BMY, CY, DEO, GILD, KKR, VTR

I love the posts where I discuss new purchases because it is so fun to see the annual dividend keep going higher. The latest purchases include a few new stocks and some old players. All pay dividends, though not all have the dividend growth history of a Johnson & Johnson...

14

January 2017 Income

Wow! January 2017 is done already. Time is just flying! This January I received $156.89, compared with $144.28 in January 2016. This is an increase of only 8.7%. It doesn’t seem like much but it is still much faster than inflation. January has typically been my lowest paying month, and...

9

2017 Goals

Now that the recap of my 2016 goals is complete, I can get around to discussing goals for 2017. Goals for 2017: 1) Retirement Accounts. As always it is best to invest fully and as early as possible into tax advantaged accounts. This goal is to max out my Roth...