Well Rounded Investor

My journey of becoming financial independence by 35 years old

Recent buy – McKesson (MCK)

The stock is down by $40 today. The lowest in two years. This is the 5 years MCK chart. Somebody has lost a lot of money in the last 2 … Continue reading

October 28, 2016 · 5 Comments

Recent Buy

2012-2014, I’ve spent much of my taxable account money on banks stocks and profited from them. My two wild horses was BAC and WFC. I spent some of that profit … Continue reading

October 27, 2016 · 5 Comments

D.C. Trip, Skyline and Luray Cavern Recap

Update on rental property. This is the 4-plex. One of the unit, I advertise as room for rent to maximize income. Well, it’s been over a month, and I haven … Continue reading

October 24, 2016 · 4 Comments

Realized Gain/Loss 2016

In the wake of the volitile stock market in 2016, I’ve witnessed a lot of dividend growth investors switched/add stock option trading for income. Although I have not trading option, … Continue reading

October 21, 2016 · Leave a comment

Recent Buy – FLO

With November is approaching fast, my rental property is now listed  for rent. I’m no longer as cash crunch as I allow myself to recoup after weddings, traveling, remodeling, etc. … Continue reading

October 19, 2016 · 11 Comments

Cost of WellroundedInvestors Wedding :P

Over the past few months, blogging slowed down for us at WellroundedInvestor.com mainly due to intense remodeling projects and wedding planning. But I hope the political arena on this Election … Continue reading

October 13, 2016 · 5 Comments

September dividend

Interest: 0.23$ 09/30/2016 Dividend PFG Popup PRINCIPAL FINANCIAL GROUP $8.2009/29/2016 Dividend GS Popup GOLDMAN SACHS GROUP INC $6.50 09/23/2016 Dividend BAC Popup BANK OF AMERICA CORP $635.63 09/15/2016 Dividend CC … Continue reading

October 9, 2016 · 9 Comments

Recent Posts: No Nonsense Landlord

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Recent Posts: Humble FI

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