Saturday, November 18, 2017

3 Stocks I Added to My Monthly Investment Plan

Just a few days ago, I expanded my Monthly Investment Plan to include Omnicom (OMC). Today, I found 3 more attractive stocks offering no-fee Direct Stock Purchase Plans (DSPPs) to add to my monthly investment plan for further diversification. Without further ado, my revised plan is as follows:

Wednesday, November 15, 2017

Adding Omnicom (OMC) to My Monthly Investment Plan

It has been seven months since I last modified my monthly investment plan. Today, I found another investable stock offering a no-fee direct stock purchase plan (DSPP): Omnicom (OMC). Ever since loyal3 closed shop, my monthly investment plan has been pared significantly. With this new addition, my current monthly investment now totals $3000. OMC provides additional diversification to my portfolio by adding a new sector and limits the max allocation to any sector to 20%.

Thursday, November 9, 2017

My Experience with SOGO, or When to Sell an IPO

A couple days ago, I got an email invitation from my broker (Interactive Brokers) to subscribe to the SOGO IPO. The expected price range is $11-$13 and the minimum reservation is 100 shares. I skimmed over the prospectus and thought it's outrageously overpriced at 100 times earnings, and growth had already shown signs of slowing down, but there should be a pop for several reasons:

Friday, November 3, 2017

Income & Expenses For October 2017

Since 2014, I have been tracking my monthly income and expenses. You can see a breakdown of every penny I earn and spend. For perspective, this budget is for a household of two in a small US city. By documenting my journey, I aim to demonstrate the feasibility of saving a significant portion of your income and provide some ideas and inspiration for your own budget.

Below are my income and expenses for October 2017. You can see all my monthly budgets here.

Wednesday, November 1, 2017

Portfolio Update October 2017

The time has come for my monthly portfolio update. At the end of every month, I will update my portfolio and comment on any changes. I do that for accountability and also so you may glean some ideas on how I allocate my capital. You have the opportunity to learn from what I do well so you can do the same, as well as what I do poorly, so you will not have to repeat my mistakes.

Follow my real-time portfolio here. Below is a snapshot of my stocks and ETFs portfolio as of 10/31/17: