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New Spreadsheet – Expense Tracker

Last week I posted about adding a new section to this blog called Spreadsheets. So far, I have received a lot of positive feedback. Today, I have added one more called Expense Tracking.


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Introducing Spreadsheets



I have had a few people come to me recently who are interested in investing. After doing some of their own research, they became dazed with dividends (See what I did there?). One of the hardest parts of investing it just taking the plunge and getting started. We all have to start somewhere. So I figured I would give people a little help and a good starting point by putting it all into one place. Introducing a new section of this blog: Spreadsheets!

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A New Take on Taxes

    With tax season already upon us, there are many emotions flying around. Stressed, trying to get all of your paperwork together to file in time. Anxious, to see how much you will get back or if you have to pay more. And excited, to receive your refund check and have a little extra money in your account.


    Taxes seem to be the conversation topic most discussed among my peers lately. I have talked to friends, coworkers, business owners, accountants, and tax professionals, which all have very different opinions on the subject. While all had valid points, a few individuals brought up ideas that have completely changed the way I look at taxes. Below I have compiled a list to share.

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Dividend Update – January

    The first month of the year has just about come to a end. Hopefully everyone has been hitting the ground running so far in the new year. A lot has happened this month; Trump being inaugurated into office, the Dow hit 20,000 for the first time in history, and for all you tennis fans out there following the Australian Open, we are about to have a Williams sister final on the women’s side and a Federer vs. Nadal final on the men’s side. I am excited, because that has not happened in years.


    That’s enough excitement for now, lets get back to the recap. All of the dividends are in for January and it’s time to analyze and publish the results. See below for details.


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Recent Buy – Target (TGT)



    The New Year is upon us and with it, I am happy to announce my first purchase of the year. Originally I was going to wait and build up capital for a new company for my portfolio, but I couldn’t resist the opportunity. I purchased 9 shares of Target (TGT) at $67.40. This will add to my existing position in the company for a total of 27 shares. Below are some more company stats.

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2017 Goals


    Hope everyone had a great 2016 and spent a lot of time with friends and family around the holidays. Many of you have probably hit record dividend income on your portfolios. While it’s nice to take a moment and bask in the glory of our accomplishments, it’s also time to prepare for the upcoming challenges of the new year. Now that we are already off and running into 2017, it’s time to update goals.


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2016 Dividend Recap

    Now that 2016 is over, it’s time for one last overview post to cap it off. The last nail in the coffin so to speak. Oh, too soon for a bad 2016 analogy? Well on a more positive note, this past year has been filled with many accomplishments and I believe it’s important to review in order to make goals for the New Year. Reiterating the past is the best way to solidify the future. Look back on all the past achievements and failures. Keep the good while learning from the bad. Let’s see what 2016 had in store for me.


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Recent Sell – Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI)

    With only a few days left until the new year, I honestly thought I was done making moves on my portfolio until then. As your investments grow and you start accumulating more stocks or add new companies, it takes longer and is harder to maintain upkeep on it. While we ideally like to hold stock in quality companies for the long term, this isn’t always the case. From time to time a stock may become volatile or will no longer fit into your portfolio.


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Recent Buy – General Mills (GIS)


    As we come closer to year end, I have been trying my best to save up all free capital for the new year. But with Christmas upon us, I just couldn’t resist getting my portfolio a little something too. I purchased 16 shares of General Mills (GIS) at $61.37. Below are some more company stats.

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Dividend Update – December

   What an exciting month in the dividend world. I am especially excited at my results this month. Not only is this the first year I received any dividends in the month of December, but I also hit a record high for any month! See below for the details breakdown.

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