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.  

They offered me 500 free trades, that must be used within 2 years, to stay in an IRA with them.  That definitely perked my ears up and just for simplicity sake that might be what I decide.  Although I need to double check what the free trades do and don't cover because my plan is to use options rather extensively to get the funds invested.  So I need to find out if the free trades cover just the commission or everything, since most brokerages charge a base commission + a per contract fee.  

To make the rollover process easier and likely quicker this might be the better route.  Plus, in the future if I can't get reasonable commissions for that account after the 2 years is up I can always just transfer my IRA to Interactive Brokers, or elsewhere, at that time.

On to the Roundup

In case you missed them, here's the posts from Passive-Income-Pursuit over the past week.
Also, be sure to sign up to receive posts via email and to follow me on Twitter@JC_PIP so you don't miss anything.  You can also follow me on Facebook or Pinterest if you prefer those methods to get your daily fix and keep up to date on happenings around here.

Once again I'd like to say thanks to each and every one of you that read, commented, and shared posts from here this past week.  I think this dividend growth investing and financial independence community is amazing and the openness from everyone is awesome.  Thanks again!

Now on to the links!

M&A Lessons from Henry Singleton and Teledyne by Income Surfer

Which is the Better Valuation Metric? The P/E Ratio or the PEG Ratio: Part 1 by Chuck Carnevale via Seeking Alpha

Is AT&T's Time Warner Acquisition Beneficial for Shareholders? by Sure Dividend

Faulty Wall Street Assumptions by A Wealth of Common Sense

Appreciation - Live Life Without Regrets by Tawcan

The Best Decision I Ever Made by Dividend Growth Investor

Notes on Giving Away my First $100,000 by Mr. Money Mustache

November Watchlist: Pros & Cons by Dividend Ten

3 Recent Buys by Roadmap2Retire

Financial Independence is a Good Goal, But a Bad Goalpost by Our Next Life

DivGro Pulse: October 2016 by DivGro

Thoughts on Moats by Financially Integrated

Keeping Cool with HV/AC Dividend Stocks by DivHut

A Microcosm of the Markets Right Now by The Conservative Income Investor

If you're looking for investment ideas, A Frugal Family's Journey maintains a list of stock analyses and recent buys from fellow bloggers.

I hope you all have a great weekend!

Image courtesy of Gubgib via FreeDigitalPhotos


  1. Nice perk you got there. With how I trade, that would definitely be 2 years of free trades. Thanks for linking to my M&A post, and commenting on it. I appreciate it. Hope you're having a great weekend.

    1. Bryan,

      Yeah even with my plan to be more aggressive via options I'll be nowhere near the 500 trade mark. I was kind of surprised when he told me that. So I'm definitely leaning towards keeping it there at this point because it'll just be so much easier and I won't have to deal with them transferring to where I have to come up with the cash. I don't know why all rollovers aren't just direct wire transfer rollovers.

      Today's been a crazy long day and it's about to be longer. We're heading over to a friends house for a Halloween party, although we won't be there too long since we've got the baby in tow.

      Have a great rest of the weekend.

  2. Thanks for the DivHut mention again. Much appreciated. I have heard a lot of good things about IB. I think it's a solid platform for frequent traders but getting 500 free trades doesn't hurt either and there's nothing to do if you decide to stay.

    1. Keith,

      I'm leaning much more towards staying with my current brokerage. 500 free trades, even if it only includes the commission part of any options trades, will easily get me to 2 years. But the ease and convenience of them essentially just clicking a few buttons instead of having to deal with 2 different institutions means a lot. It makes the transfer simpler and likely quicker.

      Personally I think IB is great for just about everyone, at least based on their commission/fee structure. If you want to invest in smaller increments and DCA into more positions the low commissions allow you to. If you want to trade then the commissions don't hurt nearly as bad as when it's $5-10 like the bigger discount brokerages.

      Thanks for stopping by!

  3. Thanks for the mention, JC. Hope you had a great wknd


    1. R2R,

      It was another long weekend and I can't wait to have nothing to do one of these weekends. I think next weekend is completely open. But the weather was great so I can't really complain.

      All the best.


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