Recent Posts

Portfolio Thoughts (Feb. 2018)

At the time of my last Portfolio Thoughts post, the market had just peaked.  A 10% drop swiftly ensued, followed by a fairly brisk recovery of over half of the declines.  Luckily, the market volatility we faced earlier this month has subsided a bit.  Thus, now might be a good time to check the status […]

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Monthly Options Income (Feb. 2018)

Time for another Monthly Options Income post.  This past month saw some wild market swings, especially to the downside.  With nothing but put options open, I was watching my options fairly closely.  At one point, 3 of my 4 open put options were considerably “in the money”.  However, the recovery over the past week helped.  […]

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Recent Buy – XOM

Well, that didn’t take very long.  A couple of days go by, and another purchase for the Portfolio has occurred.  This time it was Exxon Mobil (XOM). As you probably know, XOM is an integrated oil and gas company engaged in the exploration of, and production of, crude oil and natural gas.  It is also […]

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Recent Buy – O

A new month, a new purchase. REITs have been on the decline for months, but I wasn’t really looking to add to my REIT holdings unless the price was right.  With the recent market declines in this first week of February, one REIT I hold dipped low enough for me to want to add more […]

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Monthly Dividend Income (Jan. 2018)

Wow, just like that… 1 month down in 2018.  The markets stayed red hot to start 2018 before cooling off a bit the final week of January.  Perhaps we’re due for some additional volatility in 2018.  It’s always nice to get off to a good start, but it’s a long year.  With the impressive returns […]

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Portfolio Thoughts (Jan. 2018)

A new year has arrived, but having thoughts about how to improve the Portfolio still exist.  The stock market continues its move higher, so good values are harder to find.  However, it appears relative value may exist in the Utilities and REIT sectors.  As for my portfolio, it’s done well, but as always it continues […]

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Recent Buy – TXN

For the past few months, I’ve mentioned wanting to increase my investment in the technology sector.  Well, today I did just that.  It wasn’t a big splash, but it adds another terrific company to the Portfolio, and adds some additional dividends to the annual dividend income stream. Today, I initiated a position in Texas Instruments, […]

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Monthly Options Income (Jan. 2018)

Welcome to my first Monthly Options Income post.  Last year I decided I’d try to generate some additional income by writing options contracts.  The plan is to use any options income I realize to help make additional purchases in my dividend Portfolio. I’ll most likely publish each Monthly Options Income post soon after the 3rd […]

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Performance Check – JNJ

Time for a Performance Check For some background on the idea behind the Performance Check, and the XIRR function used for the calculations, please see my first post in this series – Performance Check – PG I’m continuing my performance check series with a look at the fifth dividend paying stock I ever purchased for […]

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