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I use Microsoft Money to manage my portfolio. I find it very useful to enter and keep track of all the various transactions that occur in a dividend investing portfolio. Through the years I have relied upon the software program to calculate the various returns my portfolio has achieved. However, when I recently upgraded to Microsoft Money Plus Deluxe I saw something strange happen - both my annualized return and year-to-date numbers changed. Upon some further investigation I have found that …

Continue Reading about Calculating My Portfolio’s Annualized Return

I use an investment code as a tool to help me manage my portfolio. It is something that I recommend all investors do as it helps manage emotions. It is much harder to make an emotional decision if you have certain rules of portfolio management that you are committed to following. For this blog, I put pen to paper (so to speak) and wrote them down as part of The Dividend Guy's Investment Process series (see my sidebar to the right). I believe this investment code should be consistent during …

Continue Reading about An Update to The Dividend Guy Investment Code

I was reading a local newspaper (The Times) as I was attending a course in Surrey, UK and there was an article about famed investor Warren Buffet. First off, it does not matter where in the world you are, Buffet is still considered to be the most successful investor ever. Second, the article did a nice job of summarizing some of the advice that Buffet is most recognized for. I could not pass up the opportunity to present those rules here on The Dividend Guy as they are especially relevant in …

Continue Reading about Some Investing Rules According to Warren Buffet

I use Microsoft Money to manage my portfolio. It allows me to keep good track of what I have been buying, what I have received in dividends, and most importantly what my returns have been. These returns are available in a number of different formats, including Total Return YTD, Total Return since originally buying the asset, and annualized return. Recently I was looking through my portfolio and sorted the list based on my best total return for the life of my portfolio. The results were …

Continue Reading about My Top Performing Dividend Stocks

My employer pension plan is a large and increasingly growing part of my overall asset allocation. In fact, it will soon become one of the largest pieces of my portfolio. Each and every month my employer and I contribute to my pension plan through various funds. Over time I have adjusted the amount I invest in the fund choices available to manage my holdings to meet my target asset allocation goals. I have recently done just this and believe that it will further help to diversify my …

Continue Reading about Updated My Pension Allocation for Diversification