If you have viewed our family's Net Worth Page, you probably already know that it does not include equity in our home.  Although we do realize that it is technically part of our overall net worth, we decided that since our home equity is not an asset that we can count on for income (unless we sell and buy something cheaper) we would exclude it from our net worth calculation. For the purpose of this blog, we are more interested in documenting our loan balance rath ..read more

After a brief pause to do some home improvements, our family resumed active trading. With the recent market pull-back, we have been pretty active lately. In May, although we sold some shares from 3 companies to cash out some profits, we purchased shares in a total of 12 companies!   This month, we continued the buying spree. Although we no longer post full details of our buys and sells activities, we had 3 sells and 12 buys.  Sells (decrease in Fwd Dividends: $85.76/yr):  OXY (OCCIDENTAL PETE CORP) - $19.76 BMY (BRISTOL MYERS SQUI ..read more

                    If you have viewed our family's Net Worth Page, you probably already know that it does not include equity in our home.  Although we do realize that it is technically part of our overall net worth, we decided that since our home equity is not an asset that we can count on for income (unless we sell and buy something cheaper) we would exclude it from our net worth calculation. For the purpose of this blog, we are more interested in documenting our loan balance rather tha ..read more

       After a brief pause to do some home improvements, our family resumed active trading. With the recent market pull-back, we have been pretty active lately. In March, although we sold some shares to cash out some profits, we had bought 10 companies!   This month, we continued the buying spree. Although we no longer post full details of our buys and sells activities, we had 2 sells and 5 buys.  Sells (decrease in Fwd Dividends: $51.00/yr):  BMY (BRISTOL MYERS SQUIBB CO) - $21.60 CAH (CARDINAL HEALTH INC ..read more

      Happy Friday everyone!! Well, this year hasn't been great for our investments in general but our family's dividend stocks portfolio has surprisingly performed well due to our somewhat heavy exposure to oil-related stocks. But with the recent pullbacks in the market, we have taken the opportunity to cash out some of our gains lately. We are hoping to spend a little of that on some income and growth stocks since we don't need access to the money in our dividend stocks account for at least 8-10 years. After a brief pause to do some home improvements, our family res ..read more

                   If you have viewed our family's Net Worth Page, you probably already know that it does not include equity in our home.  Although we do realize that it is technically part of our overall net worth, we decided that since our home equity is not an asset that we can count on for income (unless we sell and buy something cheaper) we would exclude it from our net worth calculation. For the purpose of this blog, we are more interested in documenting our loan balance rather than ..read more

     Happy Friday everyone!! Well, this year hasn't been great for our investments in general but our family's dividend stocks portfolio has surprisingly performed well due to our somewhat heavy exposure to oil-related stocks. But with the recent run-up due to supply concerns from the Russia-Ukraine conflict, we have taken the opportunity to cash out some of our gains lately. We are hoping to spend a little of that on some growth stocks since we don't need access to the money in our dividend stocks account for at least 8-10 years. After a brief pause to do some home i ..read more

                  If you have viewed our family's Net Worth Page, you probably already know that it does not include equity in our home.  Although we do realize that it is technically part of our overall net worth, we decided that since our home equity is not an asset that we can count on for income (unless we sell and buy something cheaper) we would exclude it from our net worth calculation. For the purpose of this blog, we are more interested in documenting our loan balance rather than our h ..read more

    Happy Friday everyone!! Can't believe January flew by so quickly. The way things are going for our family so far in February, and with only 28 days in February, it appears that this coming month will fly by as quickly as January did.  After a brief pause to do some home improvements, our family resumed active trading in May of last year. We have since resumed active trading activities each month.   Although we no longer post full details of our buys and sells activities, we had 3 sells and 1 buy this past month. Sells (decrease in Fwd Dividen ..read more

                 If you have viewed our family's Net Worth Page, you probably already know that it does not include equity in our home.  Although we do realize that it is technically part of our overall net worth, we decided that since our home equity is not an asset that we can count on for income (unless we sell and buy something cheaper) we would exclude it from our net worth calculation. For the purpose of this blog, we are more interested in documenting our loan balance rather than our ho ..read more