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 [...]
Calculating My Portfolio’s Annualized Return
I use Microsoft Money to manage my portfolio. I find it very useful to enter and keep track of all the various transactions that occur in a dividend investing portfolio. Through the years I have relied upon the software program to calculate the various returns my portfolio has achieved. However, when I [...]
Mutual Fund Returns Versus Individual Investor Returns
(This article originally appeared on The DIV-Net) While listening to the podcast over at SoundInvesting.com, I was referred to an article by famed investment columnist Jason Zweig. In this article he spoke about the difference between what the mutual funds present as their investment returns in market materials and what individual investors actually made. [...]
Patience Will Always Reward You in Dividend Investing
“It’s time in the market, not market timing, that counts”Dividend investing is not a one month process. In fact, I don’t think it is even a one year process. Successful dividend investing is all about learning to determine a distinct course of action based on sound principles, and then having the patience and [...]
My Dividend Investing Mistakes
Although the financial marketers would like us to beleive that managing money is a very complex task that only highly-skilled investment professionals and mutual fund managers can succeed at, investing is not that complicated. Sure it takes some planning and education to understand the process and best-practices, but it is nowhere near rocket science. [...]
My Benchmark For Tracking Dividend Portfolio Performance
If you are a do-it-yourself investor who buys individual stocks (i.e. dividend stocks), as many of my readers are, then we are slaves to our investment returns. But how do we know how we are performing. If we earned 12% last year, that may seem like a pretty good return. However, if [...]
Year-to-Date Portfolio Performance
Since we are at about the half-way point through 2007, I thought it would be a good time to reflect on how my overall portfolio is doing. As a reminder, and a bit of an update, my portfolio consists of the following “accounts”. I look at my entire portfolio as a whole but [...]
Days Like These – Dividends Are Good
It is days like today when the market has dropped a whopping 416 points when the effects of dividends really comes into effect. The most telling thing about today is that if you look at the Dow winners and losers, there was not one winner – that is to say there was not one [...]
