Dividend Portfolio Sector Allocation May 2015

Every few months I like to take a look at my portfolio holdings and examine my overall sector allocations to see if they meet my comfort level as to how my capital is distributed. As we all know, market forces affect certain sectors at different times throughout business cycles which can often throw many portfolio … Read more

The Top Red Flags for an IRS Audit

Your last day to file taxes is almost here. Hopefully by this point, you have already filed or are ready to do so. Of course, if you’re the type to worry, you may be spending lots of time checking and double-checking all of your paperwork and calculations to be extra sure you don’t have any … Read more

Dividend Portfolio Sector Allocation February 2015

Every few months like I like post updates regarding my taxable and ROTH account holdings and outline my sector diversification. I find these updates every few months to be vital in assessing my comfort level in owning stocks in specific sectors that I feel have the best chance for growth and dividend stability ten, twenty … Read more