Thursday, December 29, 2016

Net Worth Update - November 2016

net worth, balance sheet, equity, financial independence
November 2016 Net Worth Update
While cash flow is more important when it comes to financial independence, it's still good to look at the balance sheet too, which is why I provide these net worth updates.  Since more and more of my net worth is tied to the markets, there's a larger correlation between my net worth and the markets but in the long run as I continue to save and invest the net worth trend should be higher even though short term fluctuations can vary wildly.  As a dividend growth investor I'm not overly concerned with the short-term gyrations as long as the dividend stream remains in tact, but the markets' effect is noticeable.

In November the stock markets, via the S&P 500, were a bit hesitant to start the month but ended it with a bang after Trump's surprising victory in the election.  All told the S&P 500 climbed over 3.4% during November.  Since a large portion of my net worth is tied to the performance of the markets my net worth typically moves in line with said markets.  Of course pulling in over $250 in dividends helped out as well.  

For the month our net worth increased $4,228.08.

Tuesday, December 27, 2016

Recent Option Transactions

dividend growth investing, option strategy, call option, put option, income investing
Nike, Inc. (NKE), Lowe's Companies (LOW), Halliburton Company (HAL), Starbucks Corporation (SBUX) Option Activity
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Wednesday, December 21, 2016

Nike, Inc.: Premiums & Discounts

option strategy, put options, synthetic dividend, value investing
Nike, Inc.: Premiums and Discounts
Yesterday I took a closer look at the sports apparel giant Nike, Inc. (NYSE:NKE) through the lens of a minimum acceptable rate of return analysis. To make a long story short, Nike appears to offer investors a reasonable chance at double digit internal rates of return even if there is continued compression in the valuation that the market is willing to pay for Nike's earnings. You can read the full analysis here.
Nike is scheduled to announce 1Q FY 2017 earnings Tuesday after the close which adds a bit more excitement to the prospect of purchasing shares of Nike at the current price.
When earnings are announced, all bets are off as to how market participants will react. I've seen top and bottom line beats with raised guidance lead to declines in share prices, vise versa and everything in between. That's why investors should stick to their preferred valuation model(s).
Continue reading the article on Seeking Alpha.

option strategy, put options, synthetic dividend, value investing

Tuesday, December 20, 2016

Nike, Inc.: Just Do It!

dividend growth investing, stock analysis, minimum acceptable rate of return
Nike, Inc: Just Do It!
Nike, Inc. (NYSE:NKE) has not participated in the rally in the markets throughout 2016. The S&P 500, via the SPY ETF, has generated >10% appreciation YTD while Nike has declined nearly 19% YTD.
SPY Chart
SPY data by YCharts
That kind of underperformance might be a cause for concern for some investors. However, it requires a closer inspection of the cause to see if there's really something going on or if it's an opportunity for prudent investors. As we'll see later, the disappointing returns from Nike in 2016 is largely due to the excessive valuation towards the end of 2015 and a healthy pullback to reasonable levels.
Nike's business model is fairly straight-forward in which they design and produce athletic apparel. Their moat style is primarily their brand strength where they've ingrained with consumers the idea that their products have better performance and are higher quality. That could be up for debate; however, there's no doubt that the same item with the Nike Swoosh will command a higher price than without.
Continue reading the article on Seeking Alpha.

dividend stock analysis, DIY, value investing, long term investing

Monday, December 19, 2016

Busy As A Bee

dividend growth investing, option strategy, call option, put option, income investing
Styker Corporation (SYK), Johnson & Johnson (JNJ), Nike (NKE), Visa (V) & Lowe's Companies (LOW) Option Activity
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Saturday, December 17, 2016

Weekly Roundup - December 17, 2016

Curated list of articles on dividend growth investing, financial independence, freedom and passive income
Happy Weekend!  Check out what's been going on in my world and some of the best articles from around the blogosphere.
It's hard to believe that 2016 is just 2 weeks from being over.  How in the world is that possible?  I don't know about all of you but this year has just flown by.  Of course that tends to happen when you have a crazy life that changes almost daily.  2016 saw me get laid off in April, welcome our daughter in July and me swap to full time dad status while my wife gets back in to teaching.

Friday, December 16, 2016

It Never Hurts To Book A Profit

dividend growth investing, option strategy, call option, put option, income investing, credit spreads
Unilever plc (UL), Nike, Inc. (NKE) & Visa, Inc. (V) Option Activity
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Wednesday, December 14, 2016

Dividend Growth Investing at Work - The Freeze Has Thawed

Concept of how dividend growth investing works, General Electric, industrial
Getting a pay raise while sitting on the couch?  Sign me up!  Thanks General Electric for the dividend increase!
Something I love about dividend growth investing is that each month I get to hear about companies I own deciding to pay me more money in dividends.  Just for owning a small portion of said companies.  Not going and doing R&D for new products or technology.  Not selling any products.  Not managing any employees or inventory.  Not making sales calls.  All I had to do was have the foresight to invest some of my savings in excellent companies.  That's dividend growth investing at work!  I mean who doesn't like getting a raise for doing nothing?  Dividend growth investing is far from a get rich quick investment strategy, rather you need to remain focused on the long term goal to be successful.

Tuesday, December 13, 2016

Closing Puts and Testing Out New Strategies

dividend growth investing, option strategy, call option, put option, income investing, credit spreads
Stryker Corporation (SYK), Becton, Dickinson & Company (BDX), Medtronic plc (MDT), Starbucks Corporation (SBUX) & Realty Income (O) Option Activity
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Monday, December 12, 2016

Dividend Growth Investing at Work - Health Care, Real Estate & Dividends

Concept of how dividend growth investing works, Ventas VTR, Healthcare, real estate
Getting a pay raise while sitting on the couch?  Sign me up!  Thanks Ventas for a solid increase!
Something I love about dividend growth investing is that each month I get to hear about companies I own deciding to pay me more money in dividends.  Just for owning a small portion of said companies.  Not going and doing R&D for new products or technology.  Not selling any products.  Not managing any employees or inventory.  Not making sales calls.  All I had to do was have the foresight to invest some of my savings in excellent companies.  That's dividend growth investing at work!  I mean who doesn't like getting a raise for doing nothing?  Dividend growth investing is far from a get rich quick investment strategy, rather you need to remain focused on the long term goal to be successful.

Wednesday, December 7, 2016

Option Activity Recap

dividend growth investing, option strategy, call option, put option, income investing
Halliburton Company (HAL), Unilever plc (UL), Nike, Inc. (NKE) Option Activity
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Monday, December 5, 2016

Dividend Update - November 2016

Dividend growth investing is a simple, straight-forward strategy for the average Joe investor.
Dividend growth investing is a simple, straight-forward strategy for the average Joe investor.
It's the end of one month and the beginning of another so it's time for my favorite update: my dividend update.  These dividend updates reflect all dividends that I receive through my investing pursuits. I hope they can help inspire you to take control of your own finances and invest to build a passive income stream. What you use that stream for is up to you, whether it's to fund early retirement, just provide some FI/FU money, or even to provide for an annual vacation; the key is that it can provide options and open up all sorts of possibilities. You can check my dividend income or progress pages to see what dedication to an investment plan can give you.


Saturday, December 3, 2016

Weekly Roundup - December 3, 2016

Curated list of articles on dividend growth investing, financial independence, freedom and passive income
Happy Weekend!  Check out what's been going on in my world and some of the best articles from around the blogosphere.
You'll have to forgive me for the missing Weekly Roundup from last week.  Thanksgiving week started off with me getting sick and it was horrible.  I essentially couldn't keep anything down, even water, so it wasn't any fun when you add that on top of having chills.  No fever really, just chills.  I pretty much slept for all but about 6 hours from noon Saturday through Monday morning.  I love sleep, but not when it's like that.  Luckily, I kicked that by Monday afternoon of Thanksgiving week.  

Thursday, December 1, 2016

Dividend Update Preview - November 2016 Infographic

Come look at how many dividends these excellent companies paid me in November just for owning a small piece of the company!  

The full breakdown will hopefully come tomorrow, but you can get the advanced look here!

dividend growth investing, dividends, stocks, investing, financial independence
My real-life portfolio monthly dividend update for November 2016

How were your dividends in November?  With 1 month left in the year how do you stand on your goals?

Let me know in the comments below.

Wednesday, November 30, 2016

Lowe's Companies - Low Enough?

dividend stock analysis, DIY, home improvement, Lowe's
Lowe's Companies - Low Enough?

Lowe's Companies, Inc. (NYSE:LOW) is the second largest home improvement retailer in the United States operating over 1,850 stores across all 50 states, Canada and Mexico. While much of traditional retail is suffering due to continued growth of online retail, Lowe's is largely insulated from that since they operate in the hardware/home improvement space.
In July Lowe's share price traded above $83 which was too rich of a valuation. However, since then the share price has declined around 15% to just under $71 per share. That kind of decline got my attention and made me want to analyze Lowe's Companies to determine whether Lowe's makes an attractive investment at this time.
Dividend History
A dividend growth investment must do two things: pay AND grow the dividend payment and one of my favorite quick screens to identify high quality companies is their dividend history. Companies don't find themselves in a decades long streak of growing dividends by accident. Rather it takes a strong company with a solid business model and a willing management. That doesn't mean the future will be as bright; however, sticking with companies that have lengthy dividend growth streaks will lead you towards quality companies.
Continue reading the article on Seeking Alpha.

dividend stock analysis, DIY, value investing, long term investing

Tuesday, November 29, 2016

Recent Option Transactions

dividend growth investing, option strategy, put option, income investing
V.F. Corporation (VFC) & AT&T, Inc. (T) Put Options
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Monday, November 28, 2016

Five Successful Binary Options Strategies That Actually Work

Binary options are very popular among novice investors because of the easier accessibility through online trading platforms and better returns which can be as high as 80%. As a binary options trader, you should follow certain effective trading strategies in order to remain a successful investor.  
There are different kinds of trading strategies which can be followed based on your market expertise and experience level. You should choose the strategy based on your trading style and what works out really well for you. Choosing the right underlying asset is also very important when trading with binary options. Though you have lot of assets to choose from, such as stocks, commodities, Forex currencies and market Indices etc., you should only choose the asset you are most familiar with so that you will be able to predict its future price movement more accurately. Apart from adopting various trading strategies, it is also important to devise an effective trading plan that you should follow strictly.
Let's discuss various strategies in detail:

Wednesday, November 23, 2016

A Flurry of Options Activity

dividend growth investing, option strategy, put option, income investing
Altria (MO), Lowe's Companies (LOW), Visa (V) & Medtronic (MDT) Put Options Activity
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Tuesday, November 22, 2016

Dividend Growth Investing at Work - Healthy Raises from the Healthcare Sector

Concept of how dividend growth investing works, Becton Dickinson & Company, BDX, Health Care
Getting a pay raise while sitting on the couch?  Sign me up!  Thanks Becton, Dickinson & Company for another raise!
Something I love about dividend growth investing is that each month I get to hear about companies I own deciding to pay me more money in dividends.  Just for owning a small portion of said companies.  Not going and doing R&D for new products or technology.  Not selling any products.  Not managing any employees or inventory.  Not making sales calls.  All I had to do was have the foresight to invest some of my savings in excellent companies.  That's dividend growth investing at work!  I mean who doesn't like getting a raise for doing nothing?  Dividend growth investing is far from a get rich quick investment strategy, rather you need to remain focused on the long term goal to be successful.

Saturday, November 19, 2016

Weekly Roundup - November 19, 2016

Curated list of articles on dividend growth investing, financial independence, freedom and passive income
Happy Weekend!  Check out what's been going on in my world and some of the best articles from around the blogosphere.
Well, this week brought little news to report regarding purchases for my portfolio.  However, that doesn't mean I was just sitting idly by.  I was quite busy in the options market although there was one move that went against me due to an unexpected 8% pop in the share price just a week from expiration.  Since it was a covered call and I wasn't really ready to give up the shares that meant it was time to do some position maintenance.  It wasn't the prettiest of moves, but I did get to move my effective sale price up over 5% and most importantly bought myself time to try and manage my way through it.

Friday, November 18, 2016

Channelling Ludacris

dividend growth investing, option strategy, put option, income investing, covered call
Target Corporation (TGT), Halliburton Company (HAL) & Visa, Inc. (V) Options Activity
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Thursday, November 17, 2016

Recent Option Transaction

dividend growth investing, option strategy, put option, income investing
Lowe's Companies, Inc. (LOW) December 30, 2016 $65 Strike Put Option
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Wednesday, November 16, 2016

How I Plan To Invest The Assets From My 401k Rollover

dividend growth investing, option strategy, put options, long term, 401k, Rollover IRA
Investing a lump sum from a 401k Rollover

I think we've all had the dream of getting a phone call or a letter in the mail informing us that we had some long lost rich uncle that just left us a huge sum of money after he passed away.  Who wouldn't want to be in that situation?  One day you're grinding away at work and the next you immediately jump up a few notches on the wealth scale.

Of course I think we should all take our financial future into our own hands by living below our means and investing the difference.  That route has a much higher likelihood of success than hoping you have some long lost rich uncle out there.  But one can dream, right?

Tuesday, November 15, 2016

Recent Options Transactions

dividend growth investing, option strategy, put option, income investing
Visa, Inc. (V) Put Options Transactions
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Saturday, November 12, 2016

Weekly Roundup - November 12, 2016

Curated list of articles on dividend growth investing, financial independence, freedom and passive income
Happy Weekend!  Check out what's been going on in my world and some of the best articles from around the blogosphere.
Unexpected.  That's about all I can say for how this week has gone.  By now everyone has heard of Donald Trump's surprising victory in the Presidential election on Tuesday.  

Just as surprising was seeing the massive reversal in the stock markets.  Due to what I presume was the unexpected Trump lead in the election, and eventual win, futures on the DJIA were signaling as much as an 800+ point decline for the index.  Well, by the time I got up Wednesday morning that had move to just a 250 point decline and in late afternoon trading the DJIA was actually UP 300 points on the day.  That's an 1,110 pt swing from the low point the futures were forecasting to the high of the day.  Absolutely amazing.

Friday, November 11, 2016

Recent Options Transactions: Part Deux

dividend growth investing, option strategy, put option, income investing
Stryker Corporation (SYK) and Becton, Dickinson & Company (BDX) Put Options Transactions
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Thursday, November 10, 2016

Recent Option Transactions

dividend growth investing, option strategy, put option, call option, income investing
Cardinal Health (CAH) and Realty Income (O) Options Transactions
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Tuesday, November 8, 2016

Considering Realty Income? Consider Your Options

option strategy, put options, synthetic dividend, value investing
Considering Realty Income? Consider Your Options
Realty Income (NYSE:O) remains one of the favorite companies within my portfolio for a variety of factors. As a dividend growth investor, the monthly dividend and consistent raises are always great to see. A quick glance at Realty Income's investor relations page shows the pride that management takes in paying AND growing the dividend payment.
Realty Income (<a href=
*Data source: Realty Income investor relations. Image source: Author.
**A larger interactive version of this chart can be found here.
Realty Income's dividend history is truly impressive. For starters, the dividend has been paid and grown every year since 1994 giving them the title of Dividend Contender with a 23-year streak of rising growing dividends. Over that time, there's been 88 different dividend increases with 76 consecutive quarters of higher dividends.
In my eyes though, no company is an always buy. It always boils down to the valuation.
Since its share price peaked in early August at just over $72, it's been nothing but downhill since. The current share price, as of Friday's close, sits at $57.38 which is around 20% lower than its high from just 3 months ago.
Continue reading the article on Seeking Alpha.

option strategy, put options, synthetic dividend, value investing

Monday, November 7, 2016

Revisiting My Bet On Volatility

option strategy, call options, volatility
VIX $14 Strike Long Call Option
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Saturday, November 5, 2016

Weekly Roundup - November 5, 2016

Curated list of articles on dividend growth investing, financial independence, freedom and passive income
Happy Weekend!  Check out what's been going on in my world and some of the best articles from around the blogosphere.
There isn't much to report about my portfolio.  Well no big changes but there were 2 dividend increases this week which always puts a smile on my face.  

Over the last month or so I've been trying to decide what to do with my 401k from my previous employer specifically what brokerage to roll it over to.  I was all set to move it to Interactive Brokers, but had to call my current broker to initiate the rollover and they lured me in.  

Friday, November 4, 2016

Dividend Growth Investing at Work - Addictions and Dividends

Concept of how dividend growth investing works, Starbucks Corporation, SBUX, coffee
Getting a pay raise while sitting on the couch?  Sign me up!  Thanks Starbucks Corporation for another raise!
Something I love about dividend growth investing is that each month I get to hear about companies I own deciding to pay me more money in dividends.  Just for owning a small portion of said companies.  Not going and doing R&D for new products or technology.  Not selling any products.  Not managing any employees or inventory.  Not making sales calls.  All I had to do was have the foresight to invest some of my savings in excellent companies.  That's dividend growth investing at work!  I mean who doesn't like getting a raise for doing nothing?  Dividend growth investing is far from a get rich quick investment strategy, rather you need to remain focused on the long term goal to be successful.

Thursday, November 3, 2016

Dividend Growth Investing at Work - Starting November With a Pay Raise

Concept of how dividend growth investing works, Emerson Electric, EMR
Getting a pay raise while sitting on the couch?  Sign me up!  Thanks Emerson Electric for another raise!
Something I love about dividend growth investing is that each month I get to hear about companies I own deciding to pay me more money in dividends.  Just for owning a small portion of said companies.  Not going and doing R&D for new products or technology.  Not selling any products.  Not managing any employees or inventory.  Not making sales calls.  All I had to do was have the foresight to invest some of my savings in excellent companies.  That's dividend growth investing at work!  I mean who doesn't like getting a raise for doing nothing?  Dividend growth investing is far from a get rich quick investment strategy, rather you need to remain focused on the long term goal to be successful.

Wednesday, November 2, 2016

Dividend Update - October 2016

dividend growth investing, stocks, financial independence
Dividend Update - October 2016
It's the end of one month and the beginning of another so it's time for my favorite update: my dividend update.  These dividend updates reflect all dividends that I receive through my investing pursuits. I hope they can help inspire you to take control of your own finances and invest to build a passive income stream. What you use that stream for is up to you, whether it's to fund early retirement, just provide some FI/FU money, or even to provide for an annual vacation; the key is that it can provide options and open up all sorts of possibilities. You can check my dividend income or progress pages to see what dedication to an investment plan can give you.


Tuesday, November 1, 2016

Dividend Update Preview - October 2016 Infographic

Come look at how many dividends these excellent companies paid out in October!  There's nothing quite like 10+ paychecks and 5 dividend raises!

The full breakdown will come tomorrow, but you can get the advanced look here!

dividend growth investing, dividends, stocks, investing, financial independence
My real-life portfolio monthly dividend update for October 2016
How were your dividends in October?  Is the 4th quarter off to a good start?

Let me know in the comments below.

Monday, October 31, 2016

Net Worth Update - September 2016

net worth, balance sheet, equity, financial independence
September 2016 Net Worth Update
While cash flow is more important when it comes to financial independence, it's still good to look at the balance sheet too, which is why I provide these net worth updates.  Since more and more of my net worth is tied to the markets, there's a larger correlation between my net worth and the markets but in the long run as I continue to save and invest the net worth trend should be higher even though short term fluctuations can vary wildly.  As a dividend growth investor I'm not overly concerned with the short-term gyrations as long as the dividend stream remains in tact, but the markets' effect is noticeable.

In September the stock markets, via the S&P 500, did a whole lot of nothing.  Since a large portion of my net worth is tied to the performance of the markets my net worth typically moves in line with the markets.  Especially while we have no day job income.  So flat markets mean very little change in my net worth.  Although pulling in over $900 in dividends during the month helped to move things in a positive direction.  Unfortunately, that wasn't enough.

For the month our net worth decreased $7,715.14.

Sunday, October 30, 2016

Dividend Growth Investing at Work - Ducks and Dividends

Concept of how dividend growth investing works, Aflac, AFL, insurance
Getting a pay raise while sitting on the couch?  Sign me up!  Thanks Aflac for another raise!
Something I love about dividend growth investing is that each month I get to hear about companies I own deciding to pay me more money in dividends.  Just for owning a small portion of said companies.  Not going and doing R&D for new products or technology.  Not selling any products.  Not managing any employees or inventory.  Not making sales calls.  All I had to do was have the foresight to invest some of my savings in excellent companies.  That's dividend growth investing at work!  I mean who doesn't like getting a raise for doing nothing?  Dividend growth investing is far from a get rich quick investment strategy, rather you need to remain focused on the long term goal to be successful.

Saturday, October 29, 2016

Weekly Roundup - October 29, 2016

Curated list of articles on dividend growth investing, financial independence, freedom and passive income
Happy Weekend!  Check out what's been going on in my world and some of the best articles from around the blogosphere.
Finally a week with no changes to report for my portfolio.  Well other than dividend raises.  But no new option positions, no positions trimmed and sadly no new purchases either.  

The past few weeks I've been trying to figure out what brokerage firm to move my 401k to.  I was very close to moving it to Interactive Brokers because the costs are just outrageously cheap.  I had to call to my current brokerage firm first in order to initiate the rollover process and of course customer retention wanted to speak with me.  Well, now things might change.  

Friday, October 28, 2016

Recent Option Transaction

option strategy, put option, write puts, dividend growth investing
AT&T (T) Jan 20, 2017 $36 Strike Put Option
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Thursday, October 27, 2016

So You Want To Buy Johnson & Johnson..Just Not Here

Create Your Own Johnson & Johnson Dividends Without Owning The Stock
So You Want To Buy Johnson & Johnson..Just Not At These Prices
Johnson & Johnson (NYSE:JNJ) has long been the cure for just about every investor's portfolio. Growth, income and defensive investors all have a reason to invest in Johnson & Johnson as long as expectations are kept in check. No, Johnson & Johnson isn't likely to grow revenues or earnings 10% per year any more; however, there's a lot to be said about consistent 5-7% growth over time.
The steady growth from Johnson & Johnson, and of course the wonderful demographic tailwinds, continue to make Johnson & Johnson one of the premier investments whenever the share price is trading in the ball park of the intrinsic value of the business.
One of the common complaints that I've seen lately about Johnson & Johnson is that investors want to buy shares...just not at these prices. The $100 level is the price that many commenters on Seeking Alpha have stated they would want to add shares, which jives with my own target. I personally think Johnson & Johnson is currently trading within its fair value range although, despite the pullback over the last month or so, it's still on the upper end of its fair value range. So it would be an okay buy given its safety, but it's not a great buy.
Continue reading the article on Seeking Alpha.

How to buy Johnson & Johnson at a discount or get a synthetic dividend

Wednesday, October 26, 2016

Dividend Growth Investing at Work - The Streak Continues!

Concept of how dividend growth investing works, Chevron, CVX
Getting a pay raise while sitting on the couch?  Sign me up!  Thanks Chevron for another raise!
Something I love about dividend growth investing is that each month I get to hear about companies I own deciding to pay me more money in dividends.  Just for owning a small portion of said companies.  Not going and doing R&D for new products or technology.  Not selling any products.  Not managing any employees or inventory.  Not making sales calls.  All I had to do was have the foresight to invest some of my savings in excellent companies.  That's dividend growth investing at work!  I mean who doesn't like getting a raise for doing nothing?  Dividend growth investing is far from a get rich quick investment strategy, rather you need to remain focused on the long term goal to be successful.

Tuesday, October 25, 2016

Dividend Growth Investing at Work - Early Announcements Are Fun

Concept of how dividend growth investing works, health care, OHI, REIT
Getting a pay raise while sitting on the couch?  Sign me up!  Thanks AT&T for another raise!
Something I love about dividend growth investing is that each month I get to hear about companies I own deciding to pay me more money in dividends.  Just for owning a small portion of said companies.  Not going and doing R&D for new products or technology.  Not selling any products.  Not managing any employees or inventory.  Not making sales calls.  All I had to do was have the foresight to invest some of my savings in excellent companies.  That's dividend growth investing at work!  I mean who doesn't like getting a raise for doing nothing?  Dividend growth investing is far from a get rich quick investment strategy, rather you need to remain focused on the long term goal to be successful.

Monday, October 24, 2016

Revisiting My General Electric Straddle

option strategy, call options, put options, income investing, dividend growth investing
General Electric (GE) $31 Strike Long Straddle Option
As part of running this blog that chronicles my journey to financial independence I like to be open and honest with all of my transactions.  Typically that revolves around buying shares of high quality companies that I deem to be at fair value or less.  And occasionally there's a sale of a company like when I closed one of my positions earlier this month.  Being open about the moves I make allows for better discussion with all of you and helps spread ideas around.  If it creates my own "investment journal" to detail why I made the move and my expectations, well that's even better.  

Sunday, October 23, 2016

Recent Sell: Another Position Trim

dividend growth investing, portfolio, profit taking, sell
Trimmed position in Walgreens Boots Alliance (WBA)
As a dividend growth investor my modus operandi typically revolves around buying shares of high quality companies that I deem undervalued.  Those companies typically have long histories of growing the dividend payment to shareholders which is what dividend growth investing is all about.  By running this blog that chronicles my investments and my journey to financial independence I always want to be open and honest with any changes to my portfolio.  After all, if I'm not willing to follow my own advice why should you follow my story?  

Occasionally though it comes time to sell some shares and close a position.  Sometimes that decision is due to valuation, concerns about the company or just portfolio allocation.  

Saturday, October 22, 2016

Weekly Roundup - October 22, 2016

Curated list of articles on dividend growth investing, financial independence, freedom and passive income
Happy Weekend!  Check out what's been going on in my world and some of the best articles from around the blogosphere.
Finally a break in the heat.  Friday morning we woke up to temperatures in the upper 50's which was awesome and the high only got to 78 or so.  Considering 2 days earlier we were in the low 90's this is wonderful.  We'll see how long it lasts, but I know my plan is to spend as much time outside as I can.