Tagged: Shares

Net Worth Update - Money Tree 2

Net Worth Update – June 2018

Half of 2018 down and it is net worth checkup time again. If you are not familiar with net worth, the idea is to calculate how much your possessions are worth if you had to consolidate everything at current value right now. To calculate it, you take everything you own, work out how much it is worth, and add it up. You then subtract from that number anything you owe people (like home loan, car loan etc). That gives you a final number called your net worth. The last 6 months were not quite as good as I had hoped, but...

Net Worth Update - Money Tree 4

Net Worth Update – December 2017

The year 2017 is now (well and truly) over, and it is well past time for another net worth checkup. If you are not familiar with net worth, the idea is to calculate how much your possessions are worth if you had to consolidate everything at current value right now. To calculate it, you take everything you own, work out how much it is worth, and add it up. You then subtract from that number anything you owe people (like home loan, car loan etc). That gives you a final number called your net worth. The second half of 2017...

Net Worth Update - Money Tree 3

Net Worth Update – June 2017

The year 2017 is now over half way completed. So it is time for another net worth checkup. If you are not familiar with net worth, the idea is to calculate how much your possessions are worth if you had to consolidate everything at current value right now. To calculate it, you take everything you own, work out how much it is worth, and add it up. You then subtract from that number anything you owe people (like home loan, car loan etc). That gives you a final number called your net worth. It has been a very short first...

Bendigo vs Suncorp Dividend Showdown 5

Bendigo vs Suncorp Dividend Showdown

So far I have not posted anything specifically looking at one company/share or another. However today something happened to Bendigo Bank that peaked my interest. It also highlight one of the things I look for when investing for dividends. Of course this is only ONE thing I look for, there are many others. I hope it goes without saying that you should make sure you consider more than just the dividend information when looking at a company. Bendigo Today Bendigo released their half year results to the market. Following that, I watched the share price drop over the day by...

Net Worth Update - Money Tree 5

Net Worth Update – December 2016

The year 2017 has started, which means it is time for the six monthly check of how the net worth balance book is going. Having just finished looking at how my 2016 goals went, the details are hot off the press. So to see what the last six months have provided, read on. Given the ASX has moved from around 5310 to 5720 over the six months, it would be a fair guess that the share portion of my holdings did well. They defiantly performed better than the previous six months which was just above flat. I have also been...

Dividend Update - Relaxing Frog 3

Dividend Update – 2016 Q3

Time for my third dividend update. Can you pick the spot where in the dividend graph below I decided that the house was paid off enough to start putting some of my money into shares rather than just paying off more of the mortgage? Or how about the point in the interest graph where the house was fully paid off and the mortgage payments were redirected to savings? Graphs are good at showing changes and progress, and that is why I love them – especially for passive income. If you are new to these updates, then my first update lists more detail...

Net Worth Update - Money Tree 2

Net Worth Update – June 2016

After a wonderfully relaxing, almost month-long vacation – I am back. Did you miss me? I know I didn’t, but then I am with me almost 15 to 20 hours a day (depending on how much sleep I get). Now I am back, it is time for my second net worth update. My last net worth update was back at the end of 2015 where I had just cracked the $1.15m mark. Let’s see how the last 6 months have treated me… Firstly, the share market (all ordinaries) over the last 6 months has been up and down a bit, but...

Dividend Update - Relaxing Frog 15

Dividend Update – 2016 Q2

So, I have finally got to a point where I can create a second post on a recurring topic – my second quarterly dividend update (and passive income in general). I must say it is a nice change from thinking about the best way to structure a topic, or from having to crystallise my point of view on a topic. You would be surprised how many times I go to start a post only to realise that there is more thinking required on the topic before I am comfortable with my viewpoint. This time however, it is all facts and figures. Bring...

Stop Dividend Reinvestment Plan - Dominos 7

Why I Stopped My Dividend Reinvestment Plan

A few months ago I stopped the dividend reinvestment plan for most of my shares. So I thought I would share the reasoning behind that decision. It’s not a huge decision, but it is one that I feel strongly about. Or at least feel strongly about now, who knows what changes tomorrow will bring. It really comes down to a few points that helped me align my investments with my goals. If you are interested in some additional pros and cons then this ASX article contains a nice list. Reason 1 – Control This one is the reason that made me start to think about whether dividend reinvestment...

Dividend Update - Relaxing Frog 11

Dividend Update – 2016 Q1

I have finally got around to tracking, calculating and graphing my dividend income. It took three attempts to find a tracking/recording system that I like enough to keep using. I found a few trackers online, but none gave me the specifics I wanted without the overhead I didn’t. If you know of any good ones, please let me know. As a result of having a nice system, I will now be providing a quarterly (Feb, May, Aug, Nov) dividend update/interest update for my passive income for those of you who are interested (pun intended). Yes, I am a little late on...