Portfolio Thoughts (Oct. 2017)

Time for another monthly examination of the dividend Portfolio.  Periodic reviews are necessary in order to determine if I can improve it. There was a little activity in the portfolio this past month… an additional purchase of NKE, and a complete sale of GWW.  Check out the links to get the reasoning behind those transactions. […]

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Recent Sell – GWW

Earlier this week, I closed my position in W.W. Grainger (GWW). I had purchased GWW not too long ago, in May of this year.  At that time, GWW had fallen close to 30% since the beginning of the year, and I thought there was value there.  So, despite owning Fastenal (FAST) already, which is in […]

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Recent Buy – NKE

Early this week I added to my position in Nike (NKE).  NKE has been range bound over the past year, trading between $50 and $60.  With it now trading near the low end of that range, I decided to pick up some additional shares, and lower my cost basis per share.  This is my 2nd […]

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Performance Check – RPM

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 second dividend paying stock I ever purchased for […]

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Monthly Dividend Income (Sept. 2017)

Since the NFL season began this month, it only seems appropriate to declare my portfolio’s September dividend total as a Touchdown!  In addition, the portfolio went for the 2-pt conversion and made it, as it didn’t just score 7 hundred, but rather 8 hundred for me.  Check it out…   Dividend Income The total was […]

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