My Financial Independence Journey » Investment portfolio
Portfolio Status: October 2013
Continuing with my goal of financial transparency, I’m posting my portfolio as it is at the beginning of October of 2013. … Read entire article »
Filed under: Investment portfolio
Recent Transactions – Options and Baxter (BAX)
As part of my commitment to keep my readers up to date on my portfolio and my options, I write up short posts describing my transactions. In this update, I’ll focus on some of my options activity and on my recent purchase of Baxter International (BAX), a health care supplies and devices company. … Read entire article »
Filed under: Investment portfolio
Tracking Forward Dividend Payments
In the past I have written about how I am tracking the growth of my investment portfolio as a whole over time. Total returns are great, however as a dividend investor there is another metric that I need to be concerned about – namely dividends. As I’ve mentioned before, it is my desire to build a large enough dividend stream that can cover all of my basic expenses. Once that happens, I’ve achieved financial independence. … Read entire article »
Filed under: Investment portfolio
Portfolio Status: September 2013
Continuing with my goal of financial transparency, I’m posting my portfolio as it is at the beginning of September of 2013. … Read entire article »
Filed under: Investment portfolio
Recent Buy – Omega Healthcare Investors (OHI)
As part of my commitment to keep my readers up to date on my portfolio, I write up short posts describing my transactions. Recently, I purchased 26 shares of Omega Healthcare Investors (OHI). … Read entire article »
Filed under: Investment portfolio
Portfolio Status: August 2013
Continuing with my goal of financial transparency, I’m posting my portfolio as it is at the beginning of August of 2013. … Read entire article »
Filed under: Investment portfolio
Revisiting Tracking Portfolio Returns
Up to this point, I’ve written two articles detailing systems for tracking my portfolio’s returns and comparing them to the S&P500. Both of these systems had strengths and flaws. Some great feedback from commenters on the previous articles prompted me to go back, combine the best features of both systems and create what is probably the best and most accurate way to track investment returns and gauge my performance against an index. … Read entire article »
Filed under: Investment portfolio
Recent Buy – ONEOK Inc (OKE)
As part of my commitment to keep my readers up to date on my portfolio, I write up short posts describing my transactions. Recently, I purchased 26 shares of ONEOK Inc (OKE). … Read entire article »
Filed under: Investment portfolio
Recent Buy – Caterpillar (CAT)
As part of my commitment to keep my readers up to date on my portfolio, I write up short posts describing my transactions. Recently, I purchased 23 shares of Caterpillar (CAT). … Read entire article »
Filed under: Investment portfolio
Calculating total annual returns
As an investor, it’s critical that I have a good idea of how well my investments are doing. This is relatively easy if you make one investment, sit on it, then just check the price at some later point in time. But what if you have multiple investments all made at different points in time, like every few weeks when a new paycheck hits your account. Or multiple different strategies like dividend investing, capital growth … Read entire article »
Filed under: Investing, Investment portfolio
