Transferring to Charles Schwab!

Aloha Investors!


I hope everyone is having a great week! I’m proud to announce that I added a couple of new things to the website. I’ve added a products and resource tab which I post my favorite products from Amazon and websites I use daily. The second thing that I added is my new Instagram which will announce new blog posts and updates. Please feel free to follow my Instagram and check out my new products and resource tab!


My account for my TD Ameritrade will be transitioning to Charles Schwab in 28 days! I’m very excited to see how the new layout will look when I gain access on November 6th!


This paycheck is pretty much the same as the last posting. I probably won’t deviate from my goal of 1000 Apple shares unless I see a very good buy. I believe right now the stock market is staying about the same and will probably continue throughout the year. The economic data is slowly coming out and people are realizing that they can’t afford certain things without pulling out that famous credit card. This doesn’t help with the increase in interest rates and inflation numbers. I do believe the feds will have to raise the interest rates a bit further, but the feds don’t want to do it too fast or the market will crash badly. Right now it’s good to have cash on the side just in case.



My Investments for Friday, October 06, 2023


Combined Value of – $252,493.47


Apple Savings Account (4.15% APY) – $1,513.98



Individual Stock Account – $144,759.40


Starting buying power: $394.28
Buying power remaining: $24.28


Apple (AAPL)  – 2 Shares

Price per share – $177.385 = $354.77


Bank of America Corp. (BAC) – 1 Share
Price per share – $26.1567 = $26.16



Dividends for October


Qualified Dividend Coca-Cola Co. (KO) – $21.58

Dividend Reinvestment (DRIP) – Bought 0.389 KO @ 55.5177


Qualified Dividend Merck & Co. Inc. (MRK) – $3.19
Dividend Reinvestment (DRIP) – Bought 0.031 MRK @ 103.5454




Roth IRA – $75,941.73


Starting buying power: $268.54
Buying power remaining: $21.88


Vanguard High Dividend Yield Index Fund ETF Shares (VYM) – 2 Shares
Price per share – $101.625 = $203.25


Vanguard FTSE Developed Markets ETF (VEA) – 1 Share
Price per share – $43.409 = $43.41



Dividends for October


Qualified Dividend Vanguard Real Estate ETF (VNQ) – $5.45
Dividend Reinvestment (DRIP) – Bought 0.074 VNQ @ 73.1642


Qualified Dividend Vanguard S&P 500 ETF (VOO) – $86.66
Dividend Reinvestment (DRIP) – Bought 0.223 VOO @ 388.2541



Traditional IRA – $30,278.36


No shares bought at this time

Next investment: 10/20/2023

Buying power remaining: $96.56



Dividends for October


No dividend payouts for October as of 10/06/2023




It’s Never Too Late To Start Investing!

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