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Wed. Feb. 17, 2010

38 Dividend Securities For A Well-Rounded Asset Allocation

I am a firm believer that asset allocation plays a significant part in a portfolio’s long-term results. Recently, I received a question asking if you could have a diversified portfolio of dividend stocks. It is an interesting question that deserves further examination.


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More on this topic (What's this?) Read more on Asset Allocation at Wikinvest
Sat. Feb. 13, 2010

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.

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Sat. Feb. 6, 2010

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.


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Sat. Jan. 16, 2010

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.

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Sat. Jan. 9, 2010

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.


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Sat. Dec. 19, 2009

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.

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Sat. Dec. 12, 2009

Progress Update – November 2009

Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income rose in November, extending the streak to 9 months after February 2009’s decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 23 of the last 24 months.


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Sat. Nov. 7, 2009

Progress Update – October 2009

Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income rose in October, extending the streak to 8 months after February 2009’s decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 22 of the last 23 months.


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Tue. Jul. 21, 2009

Bonds: The Next Bubble to Burst?

One of the key tenets of investing with an asset allocation model is that bonds and stocks working together will help reduce the volatility of your portfolio.  Recent history has shown that while stocks crashed, bonds soared and those fortunate enough to hold them generally did better than those invested entirely in equities.


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More on this topic (What's this?)
The Impact Of Rising Interest Rates On Stocks And Bonds
Rethinking Bonds: Beyond The Aggregate
Read more on Bond Investing at Wikinvest