Dividend Portfolio

Deciding What To Do With An Old 401(k)

Deciding on 401(k) Plan

Earlier this year I changed jobs after being with my prior employer for over 16 years. Beyond the adjustment of that change at a personal level, there was also a financial decision to be made–and that was what to do with the 401(k) through my prior employer. Rather than cover the various options in detail …

Deciding What To Do With An Old 401(k)Read More »

Tracking Monthly Stock Performance

Tracking Monthly Stock Performance

Is tinkering with spreadsheets considered a hobby? If it isn’t, it really should be. When I updated my dividend portfolio spreadsheet to track annual forward dividend income, I talked a little bit about my love of spreadsheets and noted that I would continue to tinker with how I was tracking different metrics. Identifying a Gap …

Tracking Monthly Stock PerformanceRead More »

Evaluating a Loser :: Franklin Resources

Burning Money - Ben Franklin

Think back to a time when you were discussing the performance of an investment with someone. Whether it was your own investment or the other person’s investment, or even a friend of a friend’s brother, it really doesn’t matter. I am willing to bet that the conversation was centered on the outstanding increase in value …

Evaluating a Loser :: Franklin ResourcesRead More »

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 …

Performance Review :: September 2018Read More »