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My FI Journey » Entries tagged with "Portfolio"

Portfolio Status: March 2013

Continuing with my goal of financial transparency, I’m posting my portfolio as it is at the beginning of March of 2013. Under the portfolio tab above is where I am keeping a more or less current list of my positions.  The below is where my portfolio stands as of March 1, 2013. 2013 Portfolio Value as of: January 1st: $91,567.06 February 1st: $95,514.53 March 1st: $99,743.57   I purchased one new stock this month, 28 shares of LMT.  That, combined with the recent bull market means that my portfolio has increased in value by over $4,000. In terms of dividends, I pulled in $265.11 in February of 2013. 2013 Monthly Dividends: January: $164.00 February: $265.11   One of my major goals for this year and next year is to substantially increase my emergency fund so that it can cover one full year’s worth … Read entire article »

Filed under: Investment portfolio

Portfolio Status: February 2013

Portfolio Status: February 2013

Continuing with my goal of financial transparency, I’m posting my portfolio as it is at the beginning of February of 2013. … Read entire article »

Filed under: Investment portfolio

Recent Assignment – Annaly Capital Management (NLY)

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 was assigned 100 shares of Annaly Capital Management (NLY) when my put option expired. … Read entire article »

Filed under: Investment portfolio

Recent Put Options Sale: NSC and INTC

Recent Put Options Sale:  NSC and INTC

Selling long-term cash-secured put options can be a great way to boost your yearly income.  Recently I sold two long-term cash-secured puts against NSC and INTC. … Read entire article »

Filed under: Investment portfolio

Portfolio Status – January 2013

Portfolio Status – January 2013

We all have to start somewhere.  In the interest of transparency, I’m posting my portfolio as it is at the beginning of January of 2013.  For this year, the goal is pretty simple – keep shoveling money into my brokerage account and building passive income streams. … Read entire article »

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Basic asset allocation of my dividend growth and income portfolio

Basic asset allocation of my dividend growth and income portfolio

Currently, I have a tripartite investment strategy intended to both produce income (dividends) and capital gains (price appreciation).  Below is a brief outline of what I invest in and why. … Read entire article »

Filed under: Investment portfolio