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2million's Personal Finance Blog
My Journey To Financial Freedom |
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...
Continue reading "Chairmen Letters to Shareholders" »
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...
Continue reading "Investment Performance January 2014 (-2.94%)" »
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....
Continue reading "Investment Performance December 2013 (+2.20%)" »
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...
Continue reading "Investment Performance November 2013 (+2.31%)" »
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...
Continue reading "Investment Performance October 2013 (+5.09%)" »
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...
Continue reading "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...
Continue reading "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...
Continue reading "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...
Continue reading "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...
Continue reading "Investment Performance February 2013 (+0.49%)" »
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...
Continue reading "Investment Performance January 2013 (+6.72%)" »
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...
Continue reading "2012 Investment Performance Review" »
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...
Continue reading "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...
Continue reading "Investment Performance November 2012 (-0.20%)" »
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...
Continue reading "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...
Continue reading "Investment Performance September 2012 (+3.47%)" »
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...
Continue reading "Consolidate Small Investment Holdings" »
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...
Continue reading "Investment Performance April - August 2012 (-2.28%)" »
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 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...
Continue reading "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...
Continue reading "Investment Performance February 2012 (+4.68%)" »
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...
Continue reading "How Well Has Our Investment Portfolio Performed?" »
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...
Continue reading "2011 Warren Buffet's Annual Letter" »
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 January 2012 (+4.03%)" »
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...
Continue reading "2011 Passive Income Summary" »
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...
Continue reading "Year End Tax Harvesting" »
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 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...
Continue reading "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...
Continue reading "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...
Continue reading "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...
Continue reading "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...
Continue reading "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...
Continue reading "Investment Performance February 2011 (+2.57%)" »
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...
Continue reading "2010 Investment Dividend Income Summary" »
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 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...
Continue reading "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...
Continue reading "Investment Performance November 2010 (-0.96%)" »
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...
Continue reading "Vanguard Announces Lower Minimums for Admiral Shares" »
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 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...
Continue reading "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...
Continue reading "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...
Continue reading "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...
Continue reading "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...
Continue reading "Investment Performance April 2010 (+2.54%)" »
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...
Continue reading "Vanguard Brokerage Announces a Cheaper Trade Commission Structure" »
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 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...
Continue reading "Investment Performance February 2010 (+2.25%)" »
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...
Continue reading "Example of An Investment at Fire Sale Price" »
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 January 2010 (-2.34%)" »
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...
Continue reading "2009 Investment Performance Review (+34.31%)" »
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 December 2009 (+1.95%)" »
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...
Continue reading "2009 Dividend Income Summary" »
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 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...
Continue reading "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...
Continue reading "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...
Continue reading "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...
Continue reading "Investment Performance July 2009 (+9.34%)" »
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...
Continue reading "Download Stock Quotes Into MS Excel" »
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 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...
Continue reading "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...
Continue reading "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...
Continue reading "Investment Performance March 2009 (+8.45%)" »
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...
Continue reading "One of The Dumbest Moves I Ever Made?" »
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...
Continue reading "A Year of Portfolio Benchmarking" »
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 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...
Continue reading "Investment Performance January 2009(-4.98%)" »
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...
Continue reading "Rohm & Haas Arbitrage Opportunity" »
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 December 2008(+1.76%)" »
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...
Continue reading "Tax Harvesting Before Year End" »
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 November 2008(-6.89%)" »
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...
Continue reading "BUD Arbitrage Turns Out To Be Very Profitable" »
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 October 2008(-13.46%)" »
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...
Continue reading "16% Return in about 6-8 months?" »
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 September 2008(-10.93%)" »
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...
Continue reading "Citi Buys Wachovia Bank, I Made a Bad Invesment Decision" »
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 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...
Continue reading "Investment Performance July 2008 (+3.60%)" »
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 June 2008 (-8.55%)" »
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?" »
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" »
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%)" »
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%)" »
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" »
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?" »
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" »
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" »
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" »
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?" »
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" »
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" »
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" »
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" »
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" »
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" »
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" »
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...
Continue reading "Why Do I Own No Bonds In My Portfolio?" »
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 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" »
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" »
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" »
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" »
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 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%...
Continue reading "Redeemed Savings Bonds" »
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" »
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?" »
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" »
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...
Continue reading "Cashing in Some Old Savings Bonds" »
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" »
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 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" »
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)" »
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" »
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" »
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...." »
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" »
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