Category: Investing for Retirement

For the month of January, the DOW lost 1207 points. It would have been a lot worse if not for the 971 point gain in the last two trading days of the month. My investments decreased by 3% during the month. Interest and dividend income was $1025 for the month.

For the month of December, the DOW gained 1758 points. That was a gain of 328 from the previous month. My investments increased by 1.8% during the month. Interest and dividend income was $16,858 for the month. As expected, the end-of-year dividend payouts were very good this year. For the

On December 10, 2021, Nasdaq announced the annual reconstitution of the Nasdaq-100 Index. The following six companies will be added on Monday the 20th: Airbnb, Inc. (Nasdaq: ABNB), Fortinet, Inc. (Nasdaq: FTNT), Palo Alto Networks, Inc. (Nasdaq: PANW), Lucid Group, Inc. (Nasdaq: LCID), Zscaler, Inc. (Nasdaq: ZS), Datadog, Inc. (Nasdaq:

For the month of November, the DOW dropped 1430 points, losing most of the gains from the previous month. My investments lost 2.3% during the month. Interest and dividend income was $549.90 for the month. I sold 50 shares each of PTRA and TLRY, and 100 shares of UGI this

What is your investing style? That is one of the first questions an investment professional will ask you when you seek their advice. There are many terms that can be used to define an investing style: Aggressive, conservative, growth, value, active, passive. Another way to define an investment portfolio is

For the month of October, the DOW gained 1559 points, recovering all of the loss from the previous month. My investments gained 2.57% during the month. Interest and dividend income was $4,138 for the month. The end of each quarter has higher dividends because of stocks and mutual funds that