One of my goals this year is to review my small traditional IRA, and now is as good of a time as any. My Traditional IRA was a mixture of holdings that were either the next “tip” or companies that caught my attention at one…
Thoughts before calculating: I have to be down this month. The Wife and I just paid for our big vacation this summer and it all went on credit card, so unless my investments cover the increased amex bill then I should be down this month….
Thoughts before calculating: I am going to be up this month, I don’t think by much, but absolutely up because the market has been up and to the right. When I update these I usually like to see both an asset accumulation (pun intended) increase…
In 2024 I want to take a moment, every month, to review my financial goals and objectives for the year to make sure I am on the path to meeting my goals (or obviously altering some behavior to get there). So, I figured I would…
January was a massive personal finance month for my family. I was able to use a sizeable work bonus to kill off a lot of debt. It sort of bums me out that the liquidity from that event is all but gone, but I know…
I am only 10 days into 2024 and I have decided to make with my favorite asset. A few weeks ago I decided that I would concentrate the portfolio by getting rid of smaller holdings and revamping how I use cleared naked put income. Specifically,…
Much like taking a step back to work “on your business” rather than in your business, these types of posts give me a moment to reflect on what I want to accomplish over the next year. I always take a two-pronged approach when preparing my…
I can’t believe 2023 is finally over. Personally, I had a great year, but professionally it was a trying one at best. I am happy to move into 2024 with some clarity for the first time in a long time. Thoughts before calculating: I am…
A lot happens over the course of a year and think there is value in not only writing your goals down, but also reviewing them to hold yourself accountable…even if it is just to yourself since no one reads this blog. I wrote my 2023…
I have recently cleaned out smaller holdings, as well as those holdings that didn’t meet certain quantitative metrics, but some holdings deserved a bit of a deeper look. Chubb Chubb Limited (CB) dividend payments per share are an average of 3.68% over the past 12…