Each month I update the Pocket Change Portfolio (PCP). The table below reconciles the PCP from beginning of period to end of period for February 2010, Year-To-Date (2010) and Life-To-Date. The Portfolio Returns line provides the calculated return for the three displayed periods.
Read more…
Sat. Mar. 13, 2010
pcp, progress
Pocket Change Portfolio – February 2010
Sat. Mar. 6, 2010
progress
Progress Update – February 2010
Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income rose in February, extending the streak to 12 months after February 2009’s decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 26 of the last 27 months.
More on this topic
(What's this?)
Twelve Dividend Stocks Increasing Dividends
(Dividend Growth Investor, 2/1/10)
Four Prominent Dividend Growth Stocks with rising yields on cost
(Dividend Growth Investor, 2/15/10)
Anticipating Dividend Increases
(Buying Value, 3/7/10)
Sat. Feb. 13, 2010
pcp, progress
Pocket Change Portfolio – January 2010
Each month I update the Pocket Change Portfolio (PCP). The table below reconciles the PCP from beginning of period to end of period for January 2010, Year-To-Date (2010) and Life-To-Date. The Portfolio Returns line provides the calculated return for the three displayed periods.
Read more…
Sat. Feb. 6, 2010
progress
Progress Update – January 2010
Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income rose in January, extending the streak to 11 months after February 2009’s decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 25 of the last 26 months.
More on this topic
(What's this?)
Interesting Dividend and Investing Sites to Consider
(Dividend Growth Investor, 1/16/10)
The right time to buy dividend stocks
(Dividend Growth Investor, 3/17/10)
Choosing Dividend Stocks: Six Steps For Finding These Safe, High-Yield Investments
(Investment U, 1/22/10)
Sat. Jan. 23, 2010
progress
2009-Q4 Progress Review
After each quarter-end I review my asset allocation and year-to-date total returns by category. The attached PDF contains my actual asset allocation as of 2009-Q4. Below is a high-level summary of the information contained in the PDF:
Read more…
More on this topic
(What's this?)
Sentiment, Earnings and Asset Allocation: Making Sense Of The Data
(Disciplined Approach to Investing, 1/18/10)
What’s your after-tax asset allocation?
(Canadian Business Blog, 1/21/10)
Comprehensive Review Of The Dividend Aristocrats
(Disciplined Approach to Investing, 1/22/10)
Sat. Jan. 16, 2010
pcp, progress
Pocket Change Portfolio – December 2009
Each month I update the Pocket Change Portfolio (PCP). The table below reconciles the PCP from beginning of period to end of period for December 2009, Year-To-Date (2009) and Life-To-Date. The Portfolio Returns line provides the calculated return for the three displayed periods.
Read more…
Sat. Jan. 9, 2010
progress
Progress Update – December 2009
Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income rose in December, extending the streak to 10 months after February 2009’s decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 24 of the last 25 months.
More on this topic
(What's this?)
Interesting Dividend and Investing Sites to Consider
(Dividend Growth Investor, 1/16/10)
Choosing Dividend Stocks: Six Steps For Finding These Safe, High-Yield Investments
(Investment U, 1/22/10)
A CLOSER LOOK AT MAGIC FORMULA INVESTING
(THE PRAGMATIC CAPITALIST, 3/13/10)
Sat. Dec. 26, 2009
progress
2010 Investing Goals
My goals were originally defined in this December 1, 2007 Investing Goals post and last updated in my 2009 Investing Goals. As noted all year, I will fall short of my 2009 goal of $8,000 in annualized income. Looking at my long-rang goals, I am still on track to reach my 2017 goal of $30,000. The 2027 goal of $110,000 is not as clear. Given the increased prices and lower yields of new investments, my model is currently indicating this could be difficult to make. However, I will leave both 2017 and 2027 unchanged. Now, what to do with my 2010 goal?
More on this topic
(What's this?)
Interesting Dividend and Investing Sites to Consider
(Dividend Growth Investor, 1/16/10)
Choosing Dividend Stocks: Six Steps For Finding These Safe, High-Yield Investments
(Investment U, 1/22/10)
A CLOSER LOOK AT MAGIC FORMULA INVESTING
(THE PRAGMATIC CAPITALIST, 3/13/10)
Sat. Dec. 19, 2009
pcp, progress
Pocket Change Portfolio – November 2009
Each month I update the Pocket Change Portfolio (PCP). The table below reconciles the PCP from beginning of period to end of period for November 2009, Year-To-Date (2009) and Life-To-Date. The Portfolio Returns line provides the calculated return for the three displayed periods.
Read more…
