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 [...]
The Dividend Guy’s March Dividend Portfolio Review
This month has been another month marked with volatility and continued weakness in the financial sector. For example, my Citigroup holdings value went from anywhere just above $900 to around $1100. A $200 swing on around 46 shares is pretty huge volatility. The good thing is I will still be receiving dividends from Citi which [...]
The Dividend Guy’s February Dividend Portfolio Review
My portfolio is down 5.5% year-to-date which is worse than my benchmark yet better than the S&P 500. The primary issue I still am facing is my banking exposure which has not recovered and I do not expect it to for some time yet. It is in these types of markets that really test an [...]
The Dividend Guy Investment Process Part 11: My Portfolio
This is the last post in a series of posts that discussed my dividend investing process, which started at my investment principles and lead us here, to a view to my portfolio. Given that this post in the series happens to come at the end of the month, when I regularly present my asset allocation [...]
December Dividend Portfolio Review – Year End Review
In a month when the S&P 500 was up only 0.6% and the Dow the same at 0.6%, there was a lot of volatility. I think it is safe to say that this past year has been one crazy volatile year in the markets. However, I think it is important to note that one year [...]
How to Use Excel to Download Stock Quotes
I offer for sale a watch list of dividend stocks that I update on a monthly basis that lists buy prices. This list is not intended to be a money-maker for me in any way nor is it meant to be investment advice. I just feel that asking for a small fee is only fair [...]
November Dividend Portfolio Review
Well it is almost the end of November and it is time to take a look at my dividend portfolio and discuss how things went this month. Each month I present what my portfolio looks like, including values of each of the securities I hold. In addition, I will report on my asset allocation and [...]
