Added a New Section – Current Holdings
After a lot of requests I have added a new section to the blog which includes a list of the current dividend stock and ETF holdings that make up my portfolio. I assume it goes without saying, but I will say it anyway: This is not a recommendation to buy these securities. At any given [...]
Quarterly Portfolio Review – What a Difference a Month Makes
Although I do not post about it regularly, at least once a quarter I have a look at my portfolio’s performance to see how I am stacking up against the market. The reason is simple – if my portfolio is not at least meeting the returns of my chosen benchmark then I am failing as [...]
My Portfolio and Asset Allocation
Although I used to provide my full portfolio on this blog, values and all, I stopped doing it for two simple reasons: privacy and the illusion of a recommendation. First, it felt weird to publish my portfolio value and net worth to the world (not that the world reads this blog!) Second, I got the [...]
The Dividend Guy’s August Dividend Portfolio Review
As I have been disconnected from the market for a couple weeks this past month I did not really know how my portfolio was doing. That was fine because I am comfortable with my overall target asset allocation and the actions I have taken in the past 6 months to bring my current asset allocation [...]
The Dividend Guy’s July Dividend Portfolio Review
I know I have not been an investor for too many cycles, but this volatility is something. I remember putting together my portfolio review at the end of June and the story was very grim. Many of my stocks were at their lowest levels that I had ever seen while being an owner in them. [...]
The Dividend Guy’s June Dividend Portfolio Review
This month has been all about buying some stocks from my Watch List that have shown to be buys within these very tough markets. As a long term dividend investor my goal is to add positions to new stocks or existing holdings on price dips. This month I purchased Johnson & Johnson (JNJ), The McGraw-Hill [...]
The Dividend Guy’s May Dividend Portfolio Review
The four most expensive words in the English language are, ‘This time it’s different. — Sir John Templeton. With oil prices inching higher and higher and the stock market blasting up during most of May, it becomes easy to forget about all the subprime mess, the high valuations of still many stocks, and the financial [...]
The Dividend Guy’s April Dividend Portfolio Review
Time is your friend; impulse is you enemy. This quote from John Bogle really sums up the necessary thinking during the first quarter of the year and the start of quarter two. After the market drop we saw to start the year out and then in the last couple of weeks the market trying to [...]










