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.

I'm trying to finalize a plan to invest my 401k assets now that they are rolled over into an IRA.  I'm a bit torn with trying to balance investing for the long term and getting the compounding going while also keeping a good amount of cash on the sidelines in case of a significant pullback.  It's a fine line to walk because cash is king, but time and compounding can be magical.  Decisions, decisions.

In the last few Roundups I've written about my desire to build up a decent garage gym now that I'm a SAHD.  I was hoping there'd be some good discounts with Black Friday and the holiday shopping season fast approaching, seriously how in the world is Thanksgiving almost here????, and while there isn't a great deal Fringe Sport is running a 10% off coupon and free delivery.  I'm pretty interested in this set up and will very likely be purchasing this set up over the weekend.  I need to price everything out individually since they are running sales on the separate items to make sure that I'm getting a good deal, but I wouldn't be surprised to get my garage gym started just in time for the overindulgence of Thanksgiving.

I've slacked a bit with writing stock analyses and I hope to get back on track this weekend and this coming week since my wife is off for the whole week.  I love getting to look at companies to see just what makes them tick and trying to peg a valuation for them and when they would be good buys.  Unfortunately the back of the envelope eyeball test (it's very scientific I promise) doesn't show a whole lot of companies trading at fair value, let alone below it, rather the majority of companies I'm interested in are still on the high end of fair value.  Sigh, someday really good values will be available. 

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!

Twenty Dividend Champions For Further Research by Dividend Growth Investor

The Trump Effect on Markets: A Financial (Not a Political) Analysis by Aswath Damordaran

Is The Increase In Volatility Signaling A Dangerous Market Environment? by Chuck Carnevale via Seeking Alpha

Simple Thoughts On Simple Investing by Dividend Life

Do You Really Have The Stamina To Be Wealthy? by Jason Zweig

Dividend Aristocrats in Focus Part 43: McCormick & Company on Sure Dividend

One Downside of a Roth IRA by Dividend Diplomats

My 7 Investing Rules by Dividend Earner

Recent Stock Purchase II November 2016 by DivHut

A Chicken in Every Pot by Income Surfer

What if...? by Eat The Financial Elephant

The Attraction of Compounders by Financially Integrated

Build Income Streams In Cash You're Fired! by Retire Before Dad

5 Reasons To Be A Dividend Growth Investor by Simply Safe Dividends

The Limitations of Algorithms by A Wealth of Common Sense

BP Stock: Dividend Cut Possibility Creates Opportunity 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. HI JC,

    A great list of articles, thank you. I can always find something new which I wouldn't have found before! And thanks too for including my post. I'm always pleasantly surprised to see something I write show up :)

    Looking forward to seeing photos of the new garage gym setup. Exercise is another form of investing that provides great long-term gains.

    Best wishes,

  2. Thank you, again, for the DivHut mention. Much appreciated. Nothing wrong with keeping cash on the sidelines but you already said it best, "time and compounding can be magical." I think you know what to do.

  3. Thanks for sharing your list of articles. I am always looking for new writers that I'm not familiar with. Thanks again for sharing!!!

  4. Thanks for your info and articles! It is nice to learn somethning new!


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