Portfolio Thoughts (May 2018)
Time again for a monthly examination of my Portfolio via my monthly Portfolio Thoughts post. I’ll go over my purchases & sales from this past month, see what price movement…
Read MoreAuthor: Engineering Dividends
Monthly Options Income (May 2018)
Welcome to another Monthly Options Income post. In these posts I discuss my various options activity, and report on my options income for the month, and year-to-date. Let me provide…
Read More
Recent Buy – LOW
I’ve been wanting to add one of the two big home improvement retailers to my Portfolio for quite some time. However, the shares of Home Depot (HD) and Lowe’s Companies…
Read More
Monthly Dividend Income (Apr. 2018)
For all you Star Wars fans out there….. May the 4th be with you! Yes, May has arrived, so it’s time to tally up April’s dividends. It was another good…
Read More
Recent Transactions (OHI & PEP)
The month of May has arrived and transactions have already occurred in my Portfolio. Yesterday I made an adjustment to the Portfolio, selling one stock, then buying another with the…
Read More
Portfolio Thoughts (Apr. 2018)
We’re about 1/3 of the way through 2018 and the S&P 500 is essentially flat. However, it doesn’t feel like that, does it? You mean all that movement this year…
Read More
Monthly Options Income (Apr. 2018)
Welcome to another Monthly Options Income post. In these posts I discuss my various options activity, and report on my options income for the month, and year-to-date. This month was…
Read More
Performance Check – Air Lease (AL)
Time for Another 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…
Read More
Recent Transactions (Stock Swap!)
Yesterday I made an adjustment to the Portfolio, selling one stock, then buying another with the sale proceeds and a little extra cash. Here are the transaction details… Ensign…
Read More
A Look at My Atypical Portfolio Distributions
Recently, I opened up my brokerage statement for this tax year (2017). One section of the statement was a 1099-DIV for my taxable Portfolio, showing a breakdown of the 2017…
Read More