Diversify Your Investment Portfolio!

Aloha Investors!


Today is the 1st of December! Anyone else feel that this year went by fast? This year wasn’t a good year for stock gains, but it was a good year to buy stocks at a discounted price. According to my account summary I’ve made only $17,577.52 (+6.88%). I will always take that as a win because I am making money and not losing money. Hopefully 2024 will bring in some good gains with Apple, Amazon, and Google.


I am getting closer and closer to reaching my $2,000 mark in my Apple savings account for my Japan trip. Once I hit my goal I will be buying Yen since the Yen is still a good price. Since I started my Apple savings account I have received $25.18 in interest. If you haven’t started your high yield savings account I would suggest you start right away. You’re basically making your money work for you. This goes well with the quote I like by Warren Buffett.


“Someone’s sitting in the shade today because someone planted a tree a long time ago.” 


I will be updating and adding more to my investments page to include how much I’ve gained since starting my account. I want my readers to understand that not all stocks will make you money. You will have some losers and winners which is why you need to diversify your portfolio. Something that I always tell people is that never invest into something you don’t understand. Do your research before you invest!


Have a wonderful weekend and don’t forget to enjoy life!


My Investments for Friday, December 1, 2023


Combined Value of – $275,116.69


Apple Savings Account (4.15% APY) – $1,925.18



Individual Stock Account – $158,204.45


Starting buying power: $406.46
Buying power remaining: $23.70


Apple (AAPL)  – Purchased 2 Shares

Price per share – $191.3817 = $382.76



Dividends for November


Qualified Dividend AT&T Inc. (T) – $39.30

Dividend Reinvestment (DRIP) – Bought 2.517 T @ 15.6161

Qualified Dividend Apple (AAPL) – $163.48
Dividend Reinvestment (DRIP) – Bought 0.8637 AAPL @ 189.2787




Roth IRA – $82,333.76


Starting buying power: $274.07
Buying power remaining: $12.16


Vanguard FTSE Developed Markets ETF (VEA) – Purchased 1 Share
Price per share – $46.415 = $46.42



Dividends for November


No dividend payouts for November as of 12/01/2023



Traditional IRA – $32,653.30


No shares bought at this time

Next investment: 12/15/2023

Buying power remaining: $137.40



Dividends for November


Qualified Dividend Apple (AAPL) – $40.80
No Dividend Reinvestment (DRIP)




It’s Never Too Late To Start Investing!

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