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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Pocket Change Portfolio – December 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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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.
Pocket Change Portfolio – October 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 October 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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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.
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.
Optimizing Your Asset Allocation
When to buy a stock and at what price are very important decisions. However, serious investors will tell you the most important decision is how you allocate your assets. I have recently stepped back and took another look at my asset allocation with an eye toward how it will change as I approach retirement.
3 Simple Steps For A Successful Retirement
Have you ever read something then paused and said well that’s stating the obvious? Then upon further reflection realize what is obvious to you may not be obvious to others. This happened to me recently as I was scanning some retirement headlines.









38 Dividend Securities For A Well-Rounded Asset Allocation
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