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. 16, 2010
pcp, progress
Pocket Change Portfolio – December 2009
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…
Sat. Dec. 12, 2009
progress
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.
More on this topic
(What's this?)
Ten Dividend Kings raising dividends for over 50 years
(Dividend Growth Investor, 2/17/10)
Twelve Dividend Stocks Increasing Dividends
(Dividend Growth Investor, 2/1/10)
Choosing Dividend Stocks: Six Steps For Finding These Safe, High-Yield Investments
(Investment U, 1/22/10)
Sat. Nov. 14, 2009
pcp, progress
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.
Read more…
Sat. Nov. 7, 2009
progress
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.
More on this topic
(What's this?)
Five Dividend Stocks for long-term dividend growth
(Dividend Growth Investor, 10/27/09)
Ten Dividend Kings raising dividends for over 50 years
(Dividend Growth Investor, 2/17/10)
Choosing Dividend Stocks: Six Steps For Finding These Safe, High-Yield Investments
(Investment U, 1/22/10)
Tue. Jul. 21, 2009
classics, commentary
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.
More on this topic
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Jeremy Siegel: 2010 Good For Stocks, Bad For Bonds
(market folly, 2/1/10)
TIM BOND: EQUITY INVESTORS ARE DANCING ON THE EDGE OF THE VOLCANO
(THE PRAGMATIC CAPITALIST, 2/10/10)
The Impact Of Rising Interest Rates On Stocks And Bonds
(Disciplined Approach to Investing, 2/26/10)
Tue. Jul. 7, 2009
classics, commentary
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.
More on this topic
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Learn the Simple Secret of All Great Investors: Asset Allocation
(Contrarian Profits, 6/1/09)
Mid-Week Readings
(Scott's Investments, 3/10/10)
Asset Allocation and Diversification
(Dividend Tree, 4/26/09)
Wed. Jun. 24, 2009
classics, commentary
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.
More on this topic
(What's this?)
The Math of Retirement; Not Good
(Random Roger's Big Picture, 2/18/10)
Decades of Social Crisis?
(naked capitalism, 6/24/09)
The Gone Fishin’ Portfolio: Your Retirement’s Financial “Declaration of Independence”
(Investment U, 5/12/09)
38 Dividend Securities For A Well-Rounded Asset Allocation
Read more…