May 30 2008
Keeping and Eye on My Dividend Portfolio Goals
At the beginning of the year I set up both a short-term and long-term portfolio goal. The purpose of these goals were to ensure that I kept on track with my investment contributions and that I followed my investment process. Without goals I find that I can become scattered in my approach and [...]
Dec 23 2007
Creating a Goal Tracking Chart in Excel
I am a visual type of guy and like to see things in either hard print or digital data right in front of me. I have two portfolio goals I have set for myself – one is a short-term goal (link) and the other is a long-term (link) goal. To see how I [...]
