Portfolio

September 2012 portfolio review

I’ve been thinking about writing an income investing newsletter at some point….but haven’t quite committed to that concept yet. Baby steps, baby steps….so, with that in mind I thought I’d start out with a monthly commentary on the positions I hold or have held throughout the month. Feel free to comments and let me know what you think. For my…

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Portfolio

2011 portfolio performance

It’s that time of year again. Time to put on the accountant’s hat, tally up the wins and losses for the year and see if my 2011 goals were met. In this post I’ll take a look at the performance of my portfolio in 2011 as well as some of the benchmarks that I follow. Here we go. If you’re…

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Portfolio

Income investor dashboard 2011 performance

2011 was definitely a wild and wacky year for investments. Volatility and uncertainty returned to the markets with a vengeance. In my mind, 2011 was the year of the contrarian in spades. Usually being contrarian pays off handsomely but 2011 delivered in that regard more than usual. Can you remember back to Dec 2010 what the ‘consenus’ was on US…

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Portfolio , Reading List

Recommended reading list – intermediate

Its cool and damp in south Florida this morning. A great day to watch some good football and work on investing posts. My last post covered a recommended reading list for beginning investors. Today, I’ll add books to the list for intermediate investors, those investors that think they are ready for individual investment selection (stocks or bonds) and/or move beyond…

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