Money and Finance
Nothing major to report but I do like to give a full update on any changes made to my portfolio. Yesterday I closed my position in Halliburton (HAL). Halliburton isn't exactly a dividend growth stock, although they have increased it the last few years, plus they're my employer so I don't want to be too exposed to one company since they are my job income. Every quarter I acquire more shares of Halliburton through paycheck withholdings and luckily it's at a great 15% discount. While the immediate 15% is nice it's really awesome in the middle of a bull market as the shares continue to climb higher. But every now and then I like to take some of the investment off the table, actually that's how we funded the majority of our downpayment for our house purchase last year.
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- Lots Of Options
No this post isn't about all the great investment opportunities that Mr. Market is giving us, it's about all of my recent option trading/selling activity. There's been a lot more activity on this front than I expected to be reporting. My...
- Dividend Update - July 2013
And another one bites the dust! Seriously, was July shorter this year by about 10 days? It was a pretty quiet month for dividends as well as new additions to the FI Portfolio. I only started small positions in Realty Income and General Electric...
- Recent Sells
Well I've been active this past week in trying to unload some shares of Halliburton (HAL) which is my employer. I purchased the shares through the employee stock purchase plan and I believe that if one is offered at your employer and you get a sizable...
- Espp Taxation
Last week I sold 67 shares of Halliburton (HAL) that I had purchased through the employee stock purchase plan (ESPP). While purchasing shares through an ESPP can be risky due to having both investments and your income tied to the health and growth of...
- Selling Covered Calls To Add Income
I've been searching through the plan documents but haven't been able to find whether or not I can do this with my ESPP through my employer. I'll know for sure come around the middle of January. If I can sell covered calls then it will be a...
Money and Finance
Recent Sell
Nothing major to report but I do like to give a full update on any changes made to my portfolio. Yesterday I closed my position in Halliburton (HAL). Halliburton isn't exactly a dividend growth stock, although they have increased it the last few years, plus they're my employer so I don't want to be too exposed to one company since they are my job income. Every quarter I acquire more shares of Halliburton through paycheck withholdings and luckily it's at a great 15% discount. While the immediate 15% is nice it's really awesome in the middle of a bull market as the shares continue to climb higher. But every now and then I like to take some of the investment off the table, actually that's how we funded the majority of our downpayment for our house purchase last year.
Read more »
- Lots Of Options
No this post isn't about all the great investment opportunities that Mr. Market is giving us, it's about all of my recent option trading/selling activity. There's been a lot more activity on this front than I expected to be reporting. My...
- Dividend Update - July 2013
And another one bites the dust! Seriously, was July shorter this year by about 10 days? It was a pretty quiet month for dividends as well as new additions to the FI Portfolio. I only started small positions in Realty Income and General Electric...
- Recent Sells
Well I've been active this past week in trying to unload some shares of Halliburton (HAL) which is my employer. I purchased the shares through the employee stock purchase plan and I believe that if one is offered at your employer and you get a sizable...
- Espp Taxation
Last week I sold 67 shares of Halliburton (HAL) that I had purchased through the employee stock purchase plan (ESPP). While purchasing shares through an ESPP can be risky due to having both investments and your income tied to the health and growth of...
- Selling Covered Calls To Add Income
I've been searching through the plan documents but haven't been able to find whether or not I can do this with my ESPP through my employer. I'll know for sure come around the middle of January. If I can sell covered calls then it will be a...