Performance Review :: September 2018

Performance Review

One of the most anticipated recurring events across the Dividend Growth Investing (DGI) community is when everyone posts their monthly dividend income report. However, I have noticed that there are rarely any updates about the overall performance of the portfolio inclusive of any unrealized capital gains or losses. This may be due, in part, to …

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Recent Buy :: EPR Properties

EPR Properties

With my pension analysis complete and the transfer to a Rollover IRA now complete, I have added a few positions to the portfolio over the last few days. The Rollover IRA will be predominantly focused on REITs and BDCs–which stands for Business Development Company–as it is more advantageous to hold these in a tax-advantaged account …

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Dividend Income Report :: August 2018

Dividend Income Report

While July was a fairly quiet month in terms of dividend payers, the DGI community has been sharing some outstanding results for the month of August–and I’m joining that party with a new record of my own. Excluding the dividends received in my 401(k) and IRA on the quarter-ending months, the mid-quarter months are my …

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The Acorn Doesn’t Fall Far From the Tree

Polar Opposites

For those that have read about me, you may recall that I have two boys–DivvySon1 and DivvySon2, hereafter referred to as DS1 and DS2–but what I haven’t discussed is how they are quite the polar opposites when it comes to finances. I am sure many are familiar with the phrase “The acorn (or nut) doesn’t …

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To DRIP or Not To DRIP


Over the last few days, I have seen a few discussion threads about whether it is better to utilize a dividend reinvestment plan (DRIP) versus receiving dividends in cash, thus allowing the investor the choice of where to invest those funds. As an investor that is currently leveraging the DRIP approach, I was a little …

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