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...
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...
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...
For a long time I’ve been a advocate of the excellent options trading knowledge from the people at tastytrade. tastytrade has live shows throughout the trading day and archives of everything to help you learn. If you don’t know, tastytrade was created by the people that ultimately ended up selling...
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...
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...
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...
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...
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...
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...
