Portfolio

This is where you can keep track of my Roth IRA and The Fund.

 

Back in May 2012 (before I knew anything and prior to getting married), I bought 20 shares of PBI and 40 shares of SPLS. Although I know I should sell both, especially PBI since they cut their quarterly dividend, I will keep both as a reminder of how far I have come as a dividend investor.

Here's the Loyal3 account, aka. "Allowance Account"

 

2 comments:

  1. You have a pretty conservative portfolio like mine. In other words, you aren't just buying the crazy high yielding MLP's and REITs that many of the dividend bloggers are doing. I rather focus on dividend growth rather than current income. Thanks for sharing your holdings!

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    1. Hello DivHut. Thanks for the kind words. I'm of the mindset of buy what you know. But I wouldn't be doing my due diligence if I didn't look into MLP or REIT. Actually, I am considering a REIT as my next buy in my roth. I am looking at ARCP. I think they are a decent REIT with solid tennants. Perhaps, I'd consider O but they are overvalued at the moment in my opinion. Other stocks in consideration is ESV, DE, GE, T (i know I missed it when they bottom out but they still offer a solid yield)

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