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…
Yesterday I wrote up my plan for the smaller positions (i.e. sell them off), and I followed through already. Now I am just left with the larger issue of any holding worth more than $1,000 needs to be looked at. It is my hope that…
My favorite asset, by a long shot, is my non-qualified dividend fund. The idea that one day I may have truly passive income in the form of dividends is exciting to me. Granted, at this point (and I have been at it for years) it…
One of my main goals for 2024 is getting back to the basics, and there is nothing more basic than figuring out cash reserves and cash flow. My goal for this post is to first define, how much cash I would like as an emergency…
Somehow the year is almost over! For the first time in a really long time, I am actually excited to start up a new year. With the work and career changes I shared recently, I really believe 2024 is going to be different. I’ll go…
It has been a while since I posted on this site. I have sporadically kept up with my own net worth calculations but never posted the results. To be quite honest I have just been so f’n swamped, the last thing I was looking to…
Since January I have been building my dividend ETF positions, but with the year over halfway finished, I have decided to go back to individual stock purchases for the remainder of 2023 (July 1+). There are a couple of reasons, but the main being that…
Over the past few years, I have accumulated a ton of tiny little positions. This may annoy some investors, but it actually doesn’t really bother me. They have been accumulated from my dividend screening process which changes year over year. While I made a conscious…
I had three goals for 2023 with regards to my family’s cash flow. They were to figure out my monthly savings schedule, figure out how much of my cash flow is going to debt servicing, and lastly, a full audit of my monthly subscriptions. Last…