Time to settle down with a nice well-brewed drink (tea, coffee, beer...whatever your fancy) and maybe a biscuit, cake or two and catch up with what has been published during the week related to financial independence, early retirement, frugality and personal finance more generally (with a little of other bits and pieces thrown in).
As usual, last week's post pulled in a mighty amount of interest from you all. Hopefully there is plenty in here to catch your interest again.
As always, this is going to include your favourite articles "On Here" (that is on The Dividend Drive) and my favourite articles "Over There" (that is, on other personal finance sites I read).
And "Over To You"? Well that is an invite for you to highlight any articles you came across that you found interesting and not included in the list below.
Anyway, here goes my list for 13 June. Enjoy!
PS: If you want to look at the archive of previous weekly round-up articles then head over to my Every(ish) Posts page. Here you will find all the articles (except portfolio purchase-related ones) published on the Dividend Drive as well as every weekly round-up to date. Take a look.
"On Here"NOTE: The "On Here" list is purely quantitative. It is the posts with the most unique reads that week (not including other weekly round-up lists). Here's a little legend for you to explain the symbols: ★ = newly published; ▲ = moved-up list since last week; ▼ = moved down list since last week; ▬ = same place as last week. Respective positions do not include the newly published articles.
Again this week has seen the newly published articles--as usual--take the top spots. This time it includes my recent proposed scheme for linking charitable giving with my investing here at the Dividend Drive. I'd love to know your thoughts on this.
Also, my recent top-up purchase of the world's largest advertising giant, WPP.
Outside of this we have some familiar articles from last week. My write-ups for my purchases of Stock Spirits and Legal & General remain popular. Similarly, my monthly update keeps pulling in the readers.
Anyway, without any further ado, here is my breakdown for the week beginning 6 June 2015:
- ★ BUY: WPP--Doubling Up on a Global Media Giant
- ★ Big Change from Small Change? Marrying My Charitable and Investment Goals Through Microfinance
- ▲ BUY: Stock Spirits Group--Spirited Growth in Central and Eastern Europe?
- ▼ May 2015: Dividend Income, Trading Activity and Portfolio Snapshot
- ▲ BUY: Legal & General--Growth and Income Going for a Song?
- ▼ A Minor Miner Addition: South32 Joins My Portfolio After BHP Billiton Demerger
- ▼ BUY: National Grid--Electrifying income with an (ultra) Defensive Utility
- ▲ BUY: AstraZeneca--Healthy Future in Healthcare?
"Over There"NOTE: The "Over There" is nothing like the "On Here" list. It is qualitative through and through and is simply chosen by me from what I read (and mostly commented on) during the week. It is not really a ranking but a motley bag of (excellent) items.
So what about articles published elsewhere? Here is a little list of what caught my eye.
This again is a wonderful mix of fascinating articles. There are still a large number of May round-up articles to catch your fancy. However, the planning and strategy and broader investing sections are filled with great pieces. Form questions about rebalancing portfolios through to choosing investments by dice rolls (of sorts).
Anyway, hopefully you enjoy reading these as much as I did.
FIRE (Financial Independence/Retiring Early) Planning and Strategy
- Retirement Investments you may not have thought of (Early Retirement Guy)--Interesting guest post on less familiar retirement friendly investment. Well worth a read.
- Should Dividend Investors Re-Balance Portfolios? (Dividend Growth Investor)--Do you (and should you) rebalance your dividend portfolio? Read why DGI decides not to.
- Does Rebalancing Boost Returns? (Forbes: William Baldwin)--Linked to from the above article. But well worth a read (and a separate entry)!
FIRE (Financial Independence/Retiring Early) Progress
- My Investment Portfolio Warts and All (Retirement Investing Today)--A wonderfully frank (and thorough) breakdown of RITs investment portfolio. Fascinating.
- Monthly Summary – May 2015 (Dividend Life)--Another solid month of dividend income and wet worth progress.
- Portfolio Update: May 2015 (My Dividend Growth)--Progress all along here.
- dos vacays in may – income/expenses, net worth and savings rate report (The FireStarter)--Two holidays, a wedding and many other expensive activities in May. Still some excellent numbers!
- Dividend Income - May 2015 (Dividend Legion)--May 2014 saw no income whatsoever. May 2015 is certainly a great improvement.
- Income/Expenses For May 2015 (Dividend Mantra)--Jason had a very strong month especially with regards online income!
- Net Worth & Freedom Fund: May 2015 (Financially Free by Forty)--Excellent progress again by Huw. A little behind on some goals, but plenty of time (and will) to sort that out!
- Is South32 Ltd going north? (Pollie's Dividend)--Anyone heard/read interesting material about newly demerged South32? Pollie is on the hunt for reading material.
- 20 Quotes from Investing Greats to Make You a Better Dividend Investor (Sure Dividends)--Some excellent quotes in there with a nice set of summative thoughts by SD.
- Dicing with Investments (Quietly Saving)--What to do when your investment short list offers no winning investment proposition? Throw of a dice or not?
- How to value dividend stocks (Dividend Growth Investor)--How does DGI value dividend companies? Here is a thorough rundown for you.
- Debt ratios and pension ratios: Connecting the dots between them (UK Value Investor)--John tries to bring together debt ratios with pension obligations in reviewing companies.
- Some lessons from my investment in Serco (UK Value Investor)--Another great post by John. Here he offers a post-mortem of an unsuccessful investment to see what lessons can be learned.
Budgeting and Frugality
- The Escape Artist Recommends... (The Escape Artist)--Practical life-hacking tips for a variety of everyday essentials. Well worth a read.
- Frugal vs. Cheap: Make It Count (Frugal Cottage)--What is the difference between frugality and cheapness? FC takes a look.
- Saving Money with a Staycation (Early Retirement Guy)--Why having a holiday in your own country is better (and cheaper) than abroad.
"Over to You"Anyway, that is it for this week. And here, as promised an age ago (or rather a few lines above), the "Over to You" bit.
What did you read this week that you found really interesting related to investing, personal finance or financial independence?
Make a comment below and include a link. Then we can all take a look!