March 9, 2014

Chairmen Letters to Shareholders

Its that time of year again --the close of fiscal years means an overload of annual reports including Letters to Shareholders. Two annual letters that I read each year are those from Berkshire Hathaway (Warren Buffet) and Fairfax Financial (Prem...
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February 23, 2014

Investment Performance January 2014 (-2.94%)

January 2014 Investment Report: January Highlights: January was a bad way to start out the year, but our portfolio performed slightly better thank our benchmark (-2.94% vs -3.17%). We made our regular monthly investments in our Roth IRAs, and some...
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January 10, 2014

Investment Performance December 2013 (+2.20%)

December 2013 Investment Report: December Highlights: December was another subpar for us as our portfolio performed poorly compared to our benchmark (+2.20% vs +2.58%). We made our regular monthly investments in our Roth IRAs, and some dividends & dividend reinvestments....
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December 17, 2013

Investment Performance November 2013 (+2.31%)

November 2013 Investment Report: November Highlights: November was subpar for us as our portfolio performed poorly compared to our benchmark (+2.31% vs +2.85%). We made our regular monthly investments in our Roth IRAs, and some dividends & dividend reinvestments. We...
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November 5, 2013

Investment Performance October 2013 (+5.09%)

October 2013 Investment Report: October Highlights: October was another great month of paper gains in our portfolio (+5.09%). We continued to beat our VTI benchmark slightly (+4.77%). We made our regular monthly investments in our Roth IRAs, and had some...
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October 9, 2013

Investment Performance September 2013 (+3.28%)

This is our monthly investment portfolio report. I view our ability to invest with above average rates of return as the most important factor in reaching our financial freedom goals. This investment report covers our taxable portfolio and IRA retirement...
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September 12, 2013

Investment Performance August 2013 (-3.67%)

This is our monthly investment portfolio report. I view our ability to invest with above average rates of return as the most important factor in reaching our financial freedom goals. This investment report covers our taxable portfolio and IRA retirement...
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August 10, 2013

Investment Performance July 2013 (+6.45%)

This is our monthly investment portfolio report. I view our ability to invest with above average rates of return as the most important factor in reaching our financial freedom goals. This investment report covers our taxable portfolio and IRA retirement...
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July 20, 2013

Investment Performance June 2013 (-0.97%)

This is our monthly investment portfolio report. I view our ability to invest with above average rates of return as the most important factor in reaching our financial freedom goals. This investment report covers our taxable portfolio and IRA retirement...
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March 17, 2013

Investment Performance February 2013 (+0.49%)

This is our monthly investment portfolio report. I view our ability to invest with above average rates of return as the most important factor in reaching our financial freedom goals. This investment report covers our taxable portfolio and IRA retirement...
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February 18, 2013

Investment Performance January 2013 (+6.72%)

This is our monthly investment portfolio report. At this point I view our ability to invest with above average rates of return as the most important factor in reaching our financial freedom as soon as possible. This investment report covers...
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January 20, 2013

2012 Investment Performance Review

I have found in recent years that I always think my investing prowess is improving but then discover while looking at my annual performance it is only mediocre. This year again appears to be average. On the surface we had...
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January 9, 2013

Investment Performance December 2012 (+3.09%)

This is our monthly investment portfolio report. At this point I view our ability to invest with above average rates of return as the most important factor in reaching our financial freedom as soon as possible. This investment report covers...
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December 10, 2012

Investment Performance November 2012 (-0.20%)

This is our monthly investment portfolio report. At this point I view our ability to invest with above average rates of return as the most important factor in reaching our financial freedom as soon as possible. This investment report covers...
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November 9, 2012

Investment Performance October 2012 (+0.10%)

This is my monthly investment portfolio report. At this point I view my ability to invest with above average rates of return as the most important factor in reaching our financial freedom as soon as possible. This investment report covers...
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October 8, 2012

Investment Performance September 2012 (+3.47%)

This is my monthly investment portfolio report. At this point I view my ability to invest with above average rates of return as the most important factor in reaching our financial freedom as soon as possible. This investment report covers...
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October 1, 2012

Consolidate Small Investment Holdings

A recent comment from a reader: I was struck by how many small holdings ( Its a good question and something I've looked at before. I think many folks end up like me - with small investment holdings that can...
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September 11, 2012

Investment Performance April - August 2012 (-2.28%)

I'm catching up on our monthly stock investing reports. I've been delinquent since about March when I got a new work laptop without MS Excel and wasn't able to update my existing Excel tracking spreadsheet. I tried to create a...
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June 2, 2012

Investment Performance April 2012 (-1.74%)

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...
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April 18, 2012

Investment Performance March 2012 (+2.35%)

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...
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March 21, 2012

Investment Performance February 2012 (+4.68%)

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...
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March 2, 2012

How Well Has Our Investment Portfolio Performed?

I've now been closely tracking our investment portfolio on a monthly basis for over 3 years! Its been a lot of work and valuable for me personally as I can see the bigger picture each month. One realization that has...
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February 25, 2012

2011 Warren Buffet's Annual Letter

The 2011 annual letter from Warren Buffet to Berkshire Hathaway shareholders has been posted. As usual the letter is packed full of valuable investor insights and a bit of self-deprecating humor. Here are some key takeaways for me from the...
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February 16, 2012

Investment Performance January 2012 (+4.03%)

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...
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January 11, 2012

2011 Passive Income Summary

Here is my annual look at our passive income. I've historically focused on dividends, but I bought my first fixed income asset this year so I'll include it in the review. Our dividend income improved in 2011, but it was...
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December 23, 2011

Year End Tax Harvesting

I always end up waiting until the last minute, and this year is no exception. I took a quick scan of my portfolio yesterday and decided to sell a couple holding that we had significant paper loss on to harvest...
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Investment Performance November 2011 (-0.39%)

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...
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November 21, 2011

Investment Performance October 2011 (+9.88%)

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...
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October 17, 2011

Investment Performance September 2011 (-7.05%)

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...
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September 8, 2011

Investment Performance August 2011 (-5.42%)

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...
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June 23, 2011

Investment Performance May 2011 (-1.56%)

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...
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May 13, 2011

Investment Performance April 2011 (+3.04%)

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...
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March 18, 2011

Investment Performance February 2011 (+2.57%)

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...
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February 18, 2011

2010 Investment Dividend Income Summary

Our dividend income improved in 2010 although not as much as I anticipated. Up until 2009 I had been tracking a 30-50% growth rate in dividend income, but 2009 was the first year our dividend income actually shrank despite a...
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February 16, 2011

Investment Performance January 2011 (+2.06%)

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...
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January 11, 2011

Investment Performance December 2010 (+8.01%)

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...
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December 15, 2010

Investment Performance November 2010 (-0.96%)

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...
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October 7, 2010

Vanguard Announces Lower Minimums for Admiral Shares

Yesterday Vanguard announced that it was lowering the threshold for Admiral shares on certain index funds. Admiral shares have an even lower expense ratio than the regular mutual fund shares from Vanguard. I have long held Windsor II shares, an...
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October 6, 2010

Investment Performance September 2010 (+8.48%)

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...
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September 28, 2010

Investment Performance August 2010 (-4.87%)

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...
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August 27, 2010

Investment Performance July 2010 (+6.17%)

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...
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July 23, 2010

Investment Performance June 2010 (-5.64%)

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...
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June 14, 2010

Investment Performance May 2010 (-8.13%)

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...
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May 9, 2010

Investment Performance April 2010 (+2.54%)

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...
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May 4, 2010

Vanguard Brokerage Announces a Cheaper Trade Commission Structure

Today, Vanguard announced a new trading commission structure for Vanguard brokerage accounts. Here is a quick overview of the new commision structure: Assets invested in Vanguard funds and Vanguard ETFs® Vanguard ETFs1 Stocks and non-Vanguard ETFs Less than $50,000 Free...
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April 7, 2010

Investment Performance March 2010 (+5.88%)

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...
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March 22, 2010

Investment Performance February 2010 (+2.25%)

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...
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March 8, 2010

Example of An Investment at Fire Sale Price

If only we could find investments these days like this one Warren Buffet found with NAFI back in 1951. With so much financial information at everyone's fingertips today I think it makes opportunities like this a thing of the past...
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February 15, 2010

Investment Performance January 2010 (-2.34%)

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...
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February 3, 2010

2009 Investment Performance Review (+34.31%)

Since we have been paying close attention to our investments via monthly reports on this blog, its pretty easy to do a quick analysis of our annual performance. These year end results are awesome - wish I could see this...
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January 31, 2010

Investment Performance December 2009 (+1.95%)

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...
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January 27, 2010

2009 Dividend Income Summary

2009 was a rough year for dividend income. For the past couple years I have been tracking a 30-50% growth rate in dividend income, but 2009 was the first year our dividend income actually shrank despite a net increase in...
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December 14, 2009

Investment Performance November 2009 (+5.83%)

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...
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November 16, 2009

Investment Performance October 2009 (-2.34%)

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...
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October 20, 2009

Investment Performance September 2009 (+3.15%)

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...
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September 21, 2009

Investment Performance August 2009 (+4.36%)

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...
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August 18, 2009

Investment Performance July 2009 (+9.34%)

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...
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August 15, 2009

Download Stock Quotes Into MS Excel

I recently ran into a problem downloading stock quotes into my investments spreadsheet. I used this technique to pull stock quotes from Yahoo!Finance directly into my investment tracker. There are alternatives, but this was the cleanest way I found to...
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July 7, 2009

Investment Performance June 2009 (+0.89%)

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...
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June 1, 2009

Investment Performance May 2009 (+4.65%)

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...
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May 30, 2009

Investment Performance April 2009 (+10.88%)

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...
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April 1, 2009

Investment Performance March 2009 (+8.45%)

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...
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March 20, 2009

One of The Dumbest Moves I Ever Made?

Last week I for some reason I decide it was a good time to do a little more tax harvesting. My financial holdings in Wachovia/Wells Fargo had lost significant value and I was beginning to think that the decline had...
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March 13, 2009

A Year of Portfolio Benchmarking

Its been 1 year since I started to track my stock investments on a monthly basis and compare them to a simple benchmark, the Vanguard Total Stock Market Index ETF (VTI). Here a couple charts I put together to see...
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March 4, 2009

Investment Performance February 2009 (-9.94%)

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...
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February 4, 2009

Investment Performance January 2009(-4.98%)

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...
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January 9, 2009

Rohm & Haas Arbitrage Opportunity

Another arbitrage opporunity similar to the Anheuser Busch deal is worth noting. Last year Dow Chemical announced that it had agreed to purchase Rohm & Haas in an all cash deal at $78/share. Dow had already secured short term financing...
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January 7, 2009

Investment Performance December 2008(+1.76%)

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...
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December 31, 2008

Tax Harvesting Before Year End

Well I waited until the 2nd to last day of the year to do it, but I finally sold some stocks (PFE, WB) in my taxable portfolio that held substansial losses for me. My plan was to harvest the tax...
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December 12, 2008

Investment Performance November 2008(-6.89%)

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...
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November 18, 2008

BUD Arbitrage Turns Out To Be Very Profitable

Well InBev announced today it has completed its takeover of Anheuser Busch and BUD stock stopped trading on the NYSE this morning. Last month I suggested that there could be a good arbitrage opportunity by purchasing BUD stock with the...
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November 5, 2008

Investment Performance October 2008(-13.46%)

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...
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October 24, 2008

16% Return in about 6-8 months?

I noticed that Anheuser Busch stock closed at $58.50 on Thursday. That represents over a 16% discount offer the offer price($70/share) as part of the InBev merger announced earlier this year. It got me thinking this is a very reasonable...
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October 6, 2008

Investment Performance September 2008(-10.93%)

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...
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September 30, 2008

Citi Buys Wachovia Bank, I Made a Bad Invesment Decision

As regular readers know, I started investing in Wachovia after its stock price started falling significantly back in Demember. I continued investing more money into the company as the stock price continued to decline because I still felt the company...
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September 16, 2008

Investment Performance August 2008(-1.01%)

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...
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August 18, 2008

Investment Performance July 2008 (+3.60%)

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...
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July 31, 2008

Borrowing from Employer to Buy Company Stock

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...
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July 2, 2008

Investment Performance June 2008 (-8.55%)

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...
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June 19, 2008

Warren Buffet Investing in Wachovia?

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...
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June 18, 2008

Cancelled Enrollment in Company's ESPP

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...
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June 4, 2008

Investment Performance May 2008 (+1.39%)

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...
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April 18, 2008

March Investment Performance (-1.85%)

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...
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April 17, 2008

Tracking Tool For Our Investment Performance

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...
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April 14, 2008

Hidden Vanguard Dividend Reinvestment Fee?

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...
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March 19, 2008

Vanguard Brokerage Account Review

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...
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February 11, 2008

Current Stock Investments

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...
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January 24, 2008

Market Turmoil Creates Opportunity for Wealth

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...
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September 17, 2007

Why Invest in Mutual Funds at all?

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...
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August 6, 2007

I am Now A Vanguard Flagship Client

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...
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July 20, 2007

I Have the Worst Luck When I Sell Stocks

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...
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February 28, 2007

Lost $9,000 in the Market Yesterday

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....
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January 18, 2007

Comparing Portfolio to Warren Buffetts

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...
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January 9, 2007

Another Step to Diversification

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...
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December 15, 2006

Free Value Line Stock Investment Reports

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...
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December 5, 2006

Chief Investment Losses

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...
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December 1, 2006

Why Do I Own No Bonds In My Portfolio?

Someone recently asked me why I don't own any bonds in my portfolio. It’s a great question, here is my current justification: I am not convinced bond funds are a great investment. After all, the reason to invest in bonds...
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November 28, 2006

Investing in USG

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...
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November 24, 2006

GE 2007 Dividend Increase

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...
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November 13, 2006

Thoughts on Future Stock Investments

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...
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November 10, 2006

My Current Retirement Investment 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...
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November 9, 2006

My Current Taxable Stock Holdings

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...
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October 23, 2006

Sold 200 shares in my IBM ESPP

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...
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October 20, 2006

Redeemed Savings Bonds

I finally got around to going to my local bank and cashing in some savings bonds. I ended up redeeming the following: Denom. Issue Date Maturity Interest Rate Current Value $100 Oct-83 Oct-13 3.47% $ 182.56 $100 Apr-83 Apr-13 3.54%...
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October 11, 2006

Free Stock Trading Taking Off

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...
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September 21, 2006

What do Pharmaceuticals and Housing Starts have in Common?

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...
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August 22, 2006

Company Dividend Hikes

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:  ...
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August 21, 2006

Cashing in Some Old Savings Bonds

Since I recently hit 30 and I have had this nagging thought in my head that I should dig into my files to find my small collection of U.S. Savings Bonds. I mainly accumulated these bonds from gifts over the...
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July 19, 2006

Latest Investments in My Portfolio

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...
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April 28, 2006

Sold My Bellsouth Holdings

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...
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April 7, 2006

I used to Love Etrade, Now I am Ready to Toss Them

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...
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February 14, 2006

Adding a New Stock To My Portfolio (JNJ)

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...
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December 19, 2005

Patience Paying off, Pfizer May Have Turned the Corner

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...
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November 29, 2005

General Electric Dividend Performance

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...
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October 20, 2005

Bummed about my Pfizer investment....

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...
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September 7, 2005

List of DRIPs I participate in

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...
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A personal finance weblog of my journey to reach my goal of $2 million + the value of my primary residence.
Current Net Worth: $1,252,129

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