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Portfolio tracking with Google Sheets

January 8, 2023 invspot

With various accounts being used to invest from Brokerage, Roth and HSA’s I find it convenient to have all that data in one location. This is especially true if your accounts are spread across multiple custodians. Google has a vast array of tools at your disposal and most are free to use and just as […]

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December 2022 Portfolio Update

January 1, 2023 invspot

December and 2022 are in the rearview mirror. It was a heck of a rollercoaster year for investments, the year started off with steep sell off and quick market decline that didn’t seem to slow down. Then came the summer and things seemed to stabilize for some weeks before volatility returned and it was a […]

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Franklin Resources BEN Dividend Increase

December 15, 2022 invspot

The goal of dividend investing is not to just collect a dividend but to invest in companies that continue to grow their dividend. As a company grows so to will it’s dividend. Over a long period of time the rates of increase will fluctuate as the company forecasts it’s future expenditures. You can have periods […]

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November 2022 Portfolio Update

December 3, 2022 invspot

  The Bull is back! At least in the short term, November was a solid month overall for the market and my portfolio was up 9.2% for the month. I’m back in positive territory for the 2022 calendar year with one month remaining. I have some position adjustments I want to take care of before […]

Dividend Income, Dividend Increases, Portfolio Updates Leave a comment

October 2022 Portfolio Update

November 20, 2022 invspot

I’m a little late posting my October update as work and personal life has been extremely busy, mixed in with a little planned get away. October was a nice rebound month for the market with the Dow closing at 32,732 up 12.24% for the month and the S&P closing at 3871.98 up 7.4%. Is it […]

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October 17th 2022 Stock Purchase

October 17, 2022 (October 17, 2022) invspot

It was a hectic week between work and home life and I didn’t get around to posting my weekly update. The blog might have missed a beat but I did not forget to invest. With the substantial market drop it’s getting hard to choose which company to DCA into, I have recently focused on some […]

Stock Purchasesaos, ben, dividend, goog, pg Leave a comment

October 3rd 2022 Stock Purchases

October 4, 2022 invspot

New month has begun and my weekly investment into my portfolio continues. Getting into a good habit be it financial, health, work related will lead to good things. As for financial habits set some goals and make regular contributions, be it weekly or monthly just get the ball rolling. There is no time like the […]

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Recent Posts

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  • December 2022 Portfolio Update
  • Franklin Resources BEN Dividend Increase
  • November 2022 Portfolio Update
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