2016 Year End Report

I’m a little late on this, but here’s a peak into how things went last year. [Read more…]

Your portfolio is a living, breathing thing

While buying and holding is a great investment approach turning a blind eye to what’s in your portfolio can be a recipe for disaster. [Read more…]

My Dividend Portfolio : Q1 2016

Its that time of year again!. Q1 2016 dividends are in!  This update summarizes portfolio progress year to date for 2016.

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Portfolio Allocation: The tweaks I’m making

I’ve been giving a lot of thought as to where I want our long-term portfolio allocation to be. There are a few changes that we need to make to get there.

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My 2016 Plan

I love the start of a new year. It means I can give some deep thought to our current financial situation and areas where things need to be tweaked or adjusted. Here are my thoughts.

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2015: Portfolio Wrap Up

Happy new year and welcome 2016!. I’ll review the numbers for 2015 in this post.

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My Growth Portfolio : Q2 2015

It has been a while since I’e updated progress here, but overall, things are moving along well.


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My Dividend Portfolio: Q2 2015

Happy July 4th to all!. Even happier over here because Q2 2015 dividends are in!. This update summarizes portfolio progress year to date for 2015.

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Portfolio construction is an underrated skill

Picking stocks is by no means an easy skill. However just as important, and maybe more underappreciated is how a stock grouping comes together in a portfolio. Done correctly and you can be looking at a pathway for long term success. Done poorly and you can make mistakes that take years to overcome. [Read more…]

A few recent buys

For one of the first times this year, I’ve made a couple of minor additions to the portfolio. Nothing that will move the needle dramatically on how things progress, but I’m fairly happy with these buys.

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