Comments on: Keeping Good Records Each Time You Buy a Stock

By: Debt Settlement Lawyers

Debt Settlement Lawyers — Mon, 25 Oct 2010 06:22:33 +0000

It’s always important to keep a record of every transactions, every investments date-wise.It helps us to get a clear picture as to when a policy is going to be mature, when a share was bought and when you will be able to get the returns for the invested amount.

By: Susan

Susan — Wed, 21 Apr 2010 19:08:56 +0000

So what do you do if you did not write it down? My son has stock his grandpa bought him 27 years ago and now he is ready to sell, can’t find any records of who had it before the company that has it now. What do you do in a case like that?

By: Ab Kr

Ab Kr — Tue, 23 Mar 2010 05:27:42 +0000

Yes, Well Said. It is also very important to keep a good credit score for loans and mortgages.

By: MoneyEnergy

MoneyEnergy — Tue, 23 Mar 2010 02:27:02 +0000

Thanks. @Sunny – I continue to learn, but thanks for the compliment!. Do what works for you – the more you do it and the more you learn, you will also evolve your own record-keeping system that might be a variation on what I have above. The larger your portfolio gets, the better records you will arguably need.

By: Sunny

Sunny — Tue, 23 Mar 2010 00:24:42 +0000

This is so interesting! Now we know we all know were you are coming from. 10 years of trading experience? WOW. That’s why your blog is so complete and so pro! Myself, I write down in a calendar the distribution dates of my dividend and the amount I should received. It’s the easiest way I find to follow up on my dividend, just to make sure I received everything that I should receiving. I find DRIP annoying for that reason because DRIPs do not follow the distribution date most of the time, not to say every time. My records is basicly my blog, where I write about my acquisitions and so on.

By: Financial Cents

Financial Cents — Mon, 22 Mar 2010 18:04:45 +0000

Great post ME! It reminds me to update my stock purchase files!!