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...
Statistics Beginning 2016 Account Value: $158,053.76 Ending 2016 Account Value: $224,302.38 Dividend income in 2016: $4,858.55 Forward 12-month dividends: $5,442.09 Options income in 2016: $1,125.65 Total lifetime dividend income: $14,167.12 Post-tax salary: $120,977.63 Effect of dividend increases: $340.96. This is equivalent to investing just over $11,360 at a 3% yield....
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...
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...
Well, with about a week gone already of 2015, I thought it would be a great time to finally set some goals for the remainder of the year. As much as I’d love to write a short post about some recent trades I just made, I thought it best to...
To recap, here are the goals for 2014 that I set on January 4, 2014. Goals for 2014: 1) Max Roth IRA ($5,500) as soon as possible 2) Generate at least $2,400 a year in dividends 3) Contribute at least $3,000 into 2-3 small cap growth stocks. 4) Begin experimenting...
Wow! I can’t believe that 6 months have already passed. The time sure does fly. In this post I want to look back at my 2014 Goals and gauge how I’m doing so far. Goals for 2014: 1) Max Roth IRA ($5,500) as soon as possible Passed. While I didn’t...
2013 was a blockbuster year. Largely thanks to a loose Fed policy and low interest rates, stocks were again the best place to put your money. While I can’t expect such substantial gains (up over 30% in 2013), I will continue to invest 100% in stocks for the foreseeable future....
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...
