Friday, August 11, 2017

Investing Update

As you noticed it has been a long time since I last posted.  Ever since Loyal3 closed its back in May I lost my primary method of buying shares of stock.  I guess thats the downside of not investing with a large brokerage as I learned the hard way.  I did not want to start using the Folio Investing platform that they planned to move to as it charged a $5 monthly charge.  Looking back it may have been the way to go.  Instead I sold all of my Loyal3 holdings and held it in cash.

I took many steps over the past few months getting closer to the core portfolio that I wanted. You can follow this link to see my current portfolio: Portfolio.  Life has also been very busy lately and I have realized I need to reevaluate my investing goals and set more realistic goals so that I do not need to reach back into my investment account to pay for large purchases.

Although my portfolio is much smaller than earlier in the year.  I have now began to work towards maxing out my 401(k), HSA, and Roth IRA (which I do not plan to show on this blog).  I have a portfolio yield of over 3.5% and come within a few hundred dollars of my projected dividend income from the beginning of the year despite using only half of the funds to get there.  I hope to post here and there if I make any changes until I can get this site back to where I want it and set my goals properly.  Until then lets enjoy this market ride up!



  1. Exactly. Keep enjoying the market ride up as long as it lasts. L3 closing was tough for many. It really was a great service. Stay invested. DGI is a marathon. Thanks for the update.

  2. I have been using Stockpile since Loyal3 far it has been great...I like the auto reinvest dividends feature loyal3 didn't have.

    1. I have seen Stockpile and think that the auto reinvest feature is great! I believe its only $1 to buy and sell shares of companies right? Do you use any other brokerages?


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