Biggest Dividend Payday to Date!

Man! I love investing!!!! Biggest single dividend paycheck!!! $6.11 paid in one day on a $6100 portfolio. That’s a 0.10% yield! Show me a bank that will pay 0.10% in one days interest!

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U-Haul Investors Club – An Alternative Investment Vehicle

I’ve found an easy way to invest and wanted to share it with you. U-Haul Investors Club® offers its members the opportunity to invest in actual U-Haul assets and earn rates as high as 8%. I’m enjoying my membership and think you will too.

Joining U-Haul Investors Club® is easy and free! To get started follow this link:

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3/29/19: Weekly, Monthly, and Quarterly Performance Results

Below is a recap of my weekly, monthly, and quarterly portfolio performance. I will try and update my dividend performance at a next week. I am out on the road til Monday, and I forgot my WiFi hotspot when I left. My spreadsheet hasn’t been updated in quite awhile.

Weekly Ending 3/29/19

My IRA: 1.63%

My Taxable: 2.25%

Wife IRA: 0.94%

Wife Taxable: 1.21%

Month Ending 3/29/19

My IRA: 1.24-%

My Taxable: 2.23%

Wife IRA: 2.00%

Wife Taxable: 1.93%

Quarter Ending 3/29/19

My IRA: 11.89%

My Taxable: 4.79%

Wife IRA: 2.98%

Wife Taxable: 1.26%

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Weekly Portfolio Performance for 3/15/19

My Taxable: +3.08%

Wife Taxable: +2.94%

My IRA: +1.64%

Wife IRA: +2.57%

Posted in 2019, Finance, Investing, M1 Finance, portfolio, results, Stocks | Tagged , , , , , , | Leave a comment

Jan & Feb Dividend Report

Sorry I haven’t made a post recently. I was caught up in work and getting what I wanted my portfolios to

Look like and what not all.

Jan 2019: $4.93 (Up 61.87% from Jan 2018)

Feb 2019: $9.02 (Up 85.25% from Feb 2018)

I am starting to learn where to put my money and to leave it alone. No more chasing dividends!

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October 2018 Results!

money pink coins pig

Photo by Skitterphoto on

October is OVER!!! HooRay! We have finished revamping and settling down. Hopefully I have settled on some winners (and a couple wild bets). I have pared my small and humble portfolios down to 39 unique positions (a few are held in more than one portfolio). I am comfortable with my selections, even my wild bets, which I believe will come back in the long run.

So, what do we have as of the close of October? My positions are held in 4 different accounts, Retirement Accounts for my wife and I are with Stash (a mobile app), My large (relatively speaking) long term taxable account is with M1 Finance. And I also have an account with Robinhood which I started almost a year ago, and tried day trading and swing trading (it didn’t work out so well). All 4 of these portfolios are now being geared towards what I hope is a DGI approach. I am reading and learning constantly, but it is now a definite buy and hold mentality with no more short term trading.

I have set a minimum weekly deposit into each of these accounts, which I plan to increase as I finish paying off my revolving debts. My goal is to have the two IRA accounts maxed out within 24 months, and then even start a SEP-IRA, as I am self employed. Eventually, I plan to move the Robinhood over to M1 Finance and combine it with that taxable account, I just need to be able to “justify” the $75 transfer fee, or decide to cash it out and just move the money. I would prefer to transfer the holdings, to minimize the tax issues of selling and the risk of rebuying at a higher price.

Oct 2018

I hope you, my readers, can read the data above, I know it is a bit blurry, but I don’t know of a better way to capture the spreadsheet summary, other than a screenshot. Ideas on getting a cleaner pic will be most appreciated.

September and October were spent fine-tuning and really getting down to basics with my stock selections.  I narrowed down my holdings, tweaked my portfolio’s, bought several books on investing, and started reading. I have “fixed” all of my earned and paid dividend income for the year, as I was dabbling with it in previously with Robinhood. Therefore previous months may not agree with other numbers I presented. This is about as close to accurate as I think I will get. It may still be off a tiny bit.

What I am excited for is that November is forecasted to break $10 in dividend income across all four accounts!!! That will be nice.  I am also excited to say that my annual dividend income should easily break $250 for 2019, based on my current positions and weekly contribution amounts!!!

As always, my portfolio holdings are available from the link above somewhere. Thoughts, ideas, suggestions, and comments are always appreciated.

So, onward with November and the start of a strong finish to 2018!

Posted in 2018, Dividends, Finance, Investing, M1 Finance, portfolio, results, Robinhood, Stash, Stocks | 3 Comments

A Serious Lack of Updates

I apologize to my 2 or 3 followers (someday maybe there will be more), but I have been busy fixing my portfolio’s and spreadsheets into something more manageable than the 50+ stocks that I owned a factional share of each.

A few more days (or maybe weeks) of tweaking my spreadsheet and I will try (no promises) to update and post on a somewhat regular basis. My day job must take priority.

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