Monthly Report: February 2015

I plan to post an update every month on the taxable dividend income I receive in my brokerage accounts, the non-taxable distributions I receive in my Roth IRA account, the market value of my taxable brokerage accounts as of the end of the month, the market value of my Roth IRA as of the end of the month, the market value of my 401(k) as of the end of the month, and my savings rate as of the end of the month.

Below is the monthly report as of February 28, 2015:

Bought On Loyal3: K, MAT

I purchased the following stocks in my Loyal3 account on 2/26/2015:

Bought: JNJ

I purchased the following stock on 2/9/2015:

Saving For (Possibly) A Future House - Cash Or DG Stocks?

Eventually, I may have to buy a bigger house to accommodate a possibly larger family.  Depending on how many children my wife and I have, we may need to move.  If that's the case, I need to start saving up for a down payment.  I could sell my current primary residence to come up with part of the funds for the down payment on the future house, but ideally, I want to be able to purchase the larger home and not have to sell my current place.  That way, I could have two rental properties.

The problem is I don't know if we will need to move in the future or not.  If I knew for certain that we didn't need to move, I would put more of my cash to work right now by investing it.

I've been contemplating different options:

Bought On Loyal3: DPS, DNKN, HAS, K, KRFT, MAT, PEP, UL, YUM

I purchased the following stocks in my Loyal3 account on 1/26/2015:

Monthly Report: January 2015

I plan to post an update every month on the taxable dividend income I receive in my brokerage accounts, the non-taxable distributions I receive in my Roth IRA account, the market value of my taxable brokerage accounts as of the end of the month, the market value of my Roth IRA as of the end of the month, and the market value of my 401(k) as of the end of the month.

Below is the monthly report as of January 31, 2015:

Bought: PG, KMB

I purchased the following stocks on 1/30/2015: