|
|
Here is a quick list of DRIPs I currently participate in:DRIPEst. Value% Bellsouth$38006.73%CMS Energy$9001.59%ChevronTexaco$7001.24%Duke Energy$21003.72%Edison International$5000.88%ExxonMobil$28004.96%General Electric$28004.96%IBM$2570045.49%Lowes$9001.59%Medco$1000.17%Merck$37006.55%Medtronic$36006.37%Pepco Energy$4000.71%Pfizer$1080019.12%Proctor & Gamble$16002.83%Total$56500I will slowly add posts to give some rational for each of these investments. All of them reinvest their dividends except...
Continue reading "List of DRIPs I participate in" »
Pfizer (PFE) released earnings this morning and it is getting pounded today in market trading. As I write this the last trade price at Yahoo!Finance I saw for Pfizer (PFE) was $22.11. I this Pfizer is a great company, I...
Continue reading "Bummed about my Pfizer investment...." »
A short time ago, GE announced they were selling part of their insurance business, raising their dividend, and increasing their stock buyback. This was great news for the company and the stock price closed 2.4% higher after the news.What was...
Continue reading "General Electric Dividend Performance" »
Not too long ago I was really bummed with my Pfizer investment. I have been steady investing in Pfizer stock since 2001 all the while the share price pretty consistently losing value.I thought Pfizer was a great company and a...
Continue reading "Patience Paying off, Pfizer May Have Turned the Corner" »
If you are a regular reader you know I have been a fan of pharmaceuticals for awhile. I have been steadily adding to my holdings of Pfizer and Merck for the last several years. However I am also a fan...
Continue reading "Adding a New Stock To My Portfolio (JNJ)" »
I opened an Etrade brokerage account back in 1996 and loved the lower commissions and easy access to trading. Now adays Etrade seems to have higher commissions than their competitors and I think the customer service is horrible. With my...
Continue reading "I used to Love Etrade, Now I am Ready to Toss Them" »
As part of my action plan to improve my returns, I decided to sell my holdings in Bellsouth. With the recent stock price movement from the planned merger with AT&T, I thought it was a good opportunity to move my...
Continue reading "Sold My Bellsouth Holdings" »
I just completed a couple investment purchases. Some stocks are looking very attractive to me and I wish I had additional cash on hand ready to make purchases. Here is what I have recently added to my portfolio: Company Ticker...
Continue reading "Latest Investments in My Portfolio" »
In the beginning of the year, I reviewed my 2005 passive income, mainly from dividend paying stocks I own.Here is the same list of companies (I still own stock in each) with any quarterly dividend hikes seen in 2006: ...
Continue reading "Company Dividend Hikes" »
Interesting. This guy claims there is a 79% negative correlation between housing stocks and the relative performance of pharmaceutical companies. If this holds, could mean good things for pharmaceuticals during the next couple of years. I have made large investments...
Continue reading "What do Pharmaceuticals and Housing Starts have in Common?" »
At the beginning of this week Zecco announced they would offer limited free trading accounts on their web site (40trades/mo, min $2500). There has been alot press and interest in it, but I have been skeptical - after all, when...
Continue reading "Free Stock Trading Taking Off" »
I have received many comments over the past year about the large amount of company stock I am holding in my ESPP (employee stock purchase plan). Commentors espoused the virtues of diversification and mentioned the risk of double damage between...
Continue reading "Sold 200 shares in my IBM ESPP" »
I haven't summarized my entire stock portfolio recently, but every transaction is usually at least listed in my monthly net worth reports. I figure since the end of the year is approaching fast, this is as good a time as...
Continue reading "My Current Taxable Stock Holdings" »
Yesterday, I shared my current taxable stock investment holdings. Now I will share my holding in my retirement accounts (Roth IRA, 401k). I probably ought to put these holdings together (retirement/taxable) to show what percentage of overall investments each stock/fund/ETF...
Continue reading "My Current Retirement Investment Holdings" »
Last week I shared my taxable stock investments and my retirement investments. I haven't paid much attention to them this year except recognizing after a dismal performance last year that I needed to increase my exposure to small-cap and international...
Continue reading "Thoughts on Future Stock Investments" »
I have noticed some recent interest in GE's future dividend rate. After all, GE announced its last dividend increase on 11/18/2005 and has been increasing its dividend annually for over 30yrs. I expect nothing different this year. Looking at the...
Continue reading "GE 2007 Dividend Increase" »
I had a grandiose idea that I was going to do a more thorough analysis starting with my next new stock investment, but that didn't work out at as planned. Several weeks ago I began to closely follow USG when...
Continue reading "Investing in USG" »
I am still trying to finish up my reading of The Intelligent Investor. Benjamin Graham's book is a hard read. I often find I can only read a page or two in a sitting and need days to reflect on...
Continue reading "Chief Investment Losses" »
I stumbled across this link to free Value Line Research reports for the Dow stocks. Its a handy link for me - I have several investments in the list: IBM, PG, PFE, MRK, JNJ, XOM, GE, and MSFT. It was...
Continue reading "Free Value Line Stock Investment Reports" »
Last year after reviewing my 2005 net worth performance I realized that international and small/mid cap investments were well underrepresented in my portfolio. My goal for 2006 was to make further progress in achieving better diversification in these areas. I...
Continue reading "Another Step to Diversification" »
You can take a peek at Warren Buffett's stock holdings via the SEC filings for Berkshire Hathaway. Sites like GuruFocus provide easy access to this information. I thought I would take a look at what invesments in his portfolio I...
Continue reading "Comparing Portfolio to Warren Buffetts" »
Checked my MS Money data last night and I was down about $9,000 in paper losses on my stock investments. Its bittersweet, hard to dislike regular stocks gains, but secretly wanting stocks to fall signficantly to create better investment oppurtunities....
Continue reading "Lost $9,000 in the Market Yesterday" »
Seriously. People should pay me to sell a stock because that basically guarentees that the stock price will shoot up. I decided to sell some of my additional IBM ESPP shares since its been about a year since I sold...
Continue reading "I Have the Worst Luck When I Sell Stocks" »
What a pleasant suprise -- I logged into my Vanguard account the other day and noticed I was now upgraded to a Vanguard Flagship client. Vanguard Flagship service is for Vanguard clients with over $1 million in Vanguard accounts. I...
Continue reading "I am Now A Vanguard Flagship Client" »
I was just pondering how to invest some of my cash and a couple mutual funds popped into my head. It dawned on me that I can't think of any reason that someone would invest in a mutual fund unless...
Continue reading "Why Invest in Mutual Funds at all?" »
Stock markets got you down? I often struggle with feelings of failure when the markets head down significantly. I feel like I should have moved more money to cash before the markets started selling off or I should have held...
Continue reading "Market Turmoil Creates Opportunity for Wealth" »
Its been over a year since I last published a full list of retirement and taxable investments. Since then I got married and am merging finances with my wife, our net worth has increased significantly, and more and more of...
Continue reading "Current Stock Investments" »
I recently opened a joint Vanguard Brokerage account. Since I am a Vanguard Flagship client, I decided to open an account with my wife with a long term goal of making it our primary money management account. The Vanguard Brokerage...
Continue reading "Vanguard Brokerage Account Review" »
By chance I noticed that my last dividend reinvestment for my Wachovia investment in my Vanguard Brokerage account didn't seem right. The dividend reinvestment was made at $29.69 per share, way above the trading range ($24.00-$26.40) reported by Yahoo!Finance for...
Continue reading "Hidden Vanguard Dividend Reinvestment Fee?" »
Ok I have finally put together what I think is a pretty decent snapshot of our investments. Still some work to be done, but it’s a vast improvement in transparency over anything I have published before. I have been tracking...
Continue reading "Tracking Tool For Our Investment Performance" »
This is the first of hopefully an ongoing monthly update on how my equity investments are performing. Please see this background on the investment tool I developed and how I am using it to track my performance against a benchmark...
Continue reading "March Investment Performance (-1.85%)" »
This is an ongoing monthly update on how our equity investments are performing. Please see this background on the investment tool I developed and how I am using it to track our performance against a benchmark to measure our progress...
Continue reading "Investment Performance May 2008 (+1.39%)" »
Well long after I talked about it, I finally canceled my enrollment in IBM's Employee Stock Purchase Plan. The plan which was significantly altered in 2005 was weakened, now offering only a 5% discount to the market price versus a...
Continue reading "Cancelled Enrollment in Company's ESPP" »
I caught wind of a rumor that Warren Buffet is making an investment in Wachovia. It brings a mixed reaction - I started investing when Wachovia fell to $40/share - its now less then $17/share and WB may have started...
Continue reading "Warren Buffet Investing in Wachovia?" »
This is an ongoing monthly update on how our equity investments are performing. Please see this background on the investment tool I developed and how I am using it to track our performance against a benchmark to measure our progress...
Continue reading "Investment Performance June 2008 (-8.55%)" »
A family member recently started a new job and told me about a benefit the company offers to buy company stock that I hadn't heard of before. He is allowed to take out a company loan (min $10,000 in $2,500...
Continue reading "Borrowing from Employer to Buy Company Stock" »
This is an ongoing monthly update on how our equity investments are performing. Please see this background on the investment tool I developed and how I am using it to track our performance against a benchmark to measure our progress...
Continue reading "Investment Performance July 2008 (+3.60%)" »
|
|
Tags:
