Well Rounded Investor

My journey of becoming financial independence by 35 years old

The Spooky Maths That Don’t Add Up with Charity

One of my biggest reason not to call it quit for another year and a half because I want to line everything up. One of the item that concern me … Continue reading

October 30, 2015 · 7 Comments

Recent Buy – KMI

Has everyone portfolio fully recovered yet? What a wild crazy few months seeing the S&P with 10% correction. Anyhow, Most of the everyone’s portfolio should be recovering, some of you … Continue reading

October 28, 2015 · 6 Comments

GE stock exchanges with Synchrony Financial

Many of dividend growth investors are owning GE shares. I would like to hear from you regarding the decision to switch ownership from GE to Synchonying. The deal is for … Continue reading

October 26, 2015 · 3 Comments

A Tax Move – Backdoor IRA

I’ve been making steady contribution to a Roth IRA account for quite a few years, however, since the edition of my rental business, it drives up my income surpassing the … Continue reading

October 22, 2015 · 2 Comments

Recent Buy – WMT 

The combination of strengthening in USD, increase employee salaries, and plan & development in ecomerce has spooked the Wall Street crooks and Halloween is still two weeks away. The crooks … Continue reading

October 15, 2015 · 6 Comments

UEFA EURO 2016 – A trip to France

One of my long term goal was to be fluent in French (I want to utilize the language and communication part of my brain, I read somewhere, people live longer … Continue reading

October 13, 2015 · 8 Comments

Rental Business Update

First, I would like to thank everyone for your support. I have great commenters. You’ve not only been giving me the best advice, but you’ve also been also keeping me … Continue reading

October 10, 2015 · 4 Comments

Recent buys – BAC and CAT

I recently bought 211 shares of BAC at $14.90 and $14.63. The market react to the weak labor market posed a great opportunity to average down on my BAC position. … Continue reading

October 3, 2015 · 4 Comments

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October 2015
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October 2015
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