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Archive for December, 2016

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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Checklist for Year End

    As 2016 comes to a close, it’s time to review and reflect upon the past year. All of your triumphs and falls, as well as good times had with family and friends. Mark things off of your checklist as you set new goals for the upcoming year. Finally, you can kick back, relax, and enjoy the holiday season right?


    Almost, but there are still things to address before year end. I’m not talking about gift shopping or venturing out to see the in-laws. I’m referring the checklist for your financial well being. Check out these tips to help you enter into 2017 with piece of mind.

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