Trade adjustment – Realty Income (O) addition – building my ROTH

Trade adjustment - Realty Income (O) addition - building my ROTH

It almost makes no sense writing about this stock. It is one of my favorite REIT stocks and it will stay my favorite stock as long as it continues paying monthly dividends and raising them regularly. Realty income makes money by buying properties and renting them. Their income is from rentals unlike mREITs which are Continue reading →

New trade – Prospect Capital Corporation (PSEC) – building my ROTH

New trade - Prospect Capital Corporation (PSEC) - building my ROTH

Here is my first trade under a new direction or goal (which was supposed to start next year, but due to completing my previous earlier I could start a new one earlier too). I am excited to be able fully focus on my ROTH IRA investments right now as my last year’s goal has been Continue reading →

Posted by Martin May 20, 2013

Commission free wealth building new trade RWX

Commission free wealth building new trade RWX

Another recent flow of trades I realized last week on Friday was a purchase of a commission free ETF SPDR Dow Jones International Real Estate ETF (RWX). This trade is a part of my small money investing experiment. Thus on Friday I invested $91.18 to buy 2 shares of this dividend paying REIT. This ETF Continue reading →

Posted by Martin May 13, 2013

Trade order adjustment – SPDR EURO STOXX 50 (FEZ) in ROTH IRA

Today’s mixed trading session ended SPDR EURO STOXX 50 (FEZ) price movement within my expectations. As I wrote in my previous post “How to invest with small money” I would invest in this ETF to take advantage of investing small money into a commission free ETF. Investing into FEZ is basically an experiment to me. Continue reading →

Posted by MartZee December 02, 2010

Portfolio monthly review – November 2010

Portfolio monthly review - November 2010

Here is a monthly review of my Trading account, Roth IRA account and Lending Club account during a bit bumpy market. In November 2010 the market was correcting which was a great opportunity to buy more shares of stocks, mutual funds or ETFs cheaper.

Posted by MartZee November 30, 2010

PAXHX replacing ATIPX in my ROTH IRA account

I am replacing ATIPX with a new mutual fund PAXHX in my account. I will not sell ATIPX yet, but I will not be buying this mutual fund anymore. I am “putting this fund on the shelf“. Reasons for not buying this fund anymore are: ATIPX is no longer an NTF fund, so I cannot Continue reading →

Posted by MartZee October 30, 2010

Portfolio monthly review – October 2010

Monthly review of my Trading account, Roth IRA account and Lending Club account

Posted by MartZee October 04, 2010

Portfolio monthly review – September 2010

Monthly review of my Trading account, Roth IRA account and Lending Club account

Posted by MartZee September 07, 2010

Portfolio monthly review – August 2010

Portfolio monthly review - August 2010

I decided to change frequency of reviewing and posting my portfolio reviews from weekly to monthly. Weekly reviews are not as important as I thought originally and due to time issues I am not able to keep up posting in such frequency. So here is the review of August 2010 of my Trading account, which Continue reading →

Posted by MartZee August 22, 2010

Picks 08/16 – 08/20

My weekly review of my portfolios during the last week. You can review my Trading account, which is my aggressive portfolio where I buy individual stocks, my ROTH IRA retirement account which is my dividend investing portfolio (to which I am focusing the most right now) and my Lending Club account, P2P lending investment which Continue reading →