April of 2012 was a rather interesting time that seems so long ago. Bubba Watson won his first Masters at Augusta. Pennsylvania senator Rick Santorum suspended his presidential campaign, making Mitt Romney the overwhelming favorite for securing the Republican Party nomination for President. Andrew Luck was the consensus #1 NFL draft pick. It also happens to be the last time International Business Machines (IBM) reported positive year-over-year revenue.
Cursory Glance
For those who have not been following along, I am a recently converted dividend growth investor (~2 years) managing my own retirement portfolio from a self-directed brokerage account inside of a 401(k). I am currently in the process of filling out my portfolio to include twenty stocks (the maximum I think I can keep track of), each compromising 5% of portfolio income.
