Wednesday, April 19, 2017
I just noticed that vanguard provides me detailed monthly document on my investment changes. I thought I will start adding it to my blog.
As of March 31, 2017:
Individual brokerage account: +11. 9% (month-on-month)
Individual brokerage account: +50.92% (quarter-on-quarter)
Established annual income: $336.57
Tuesday, April 18, 2017
Bond rates continue to make headlines as the U.S. economy picks up steam and the Fed raises interest rates again.If you're feeling unsettled by the upward trend in yields, it might be helpful to remember why you invest in bonds: They can provide stability for your portfolio when stock market volatility increases.
More from vanguard
Monday, April 17, 2017
After some amount of research I have decided to open a Roth IRA account. I like the flexibility of withdrawing the principle without any tax implications. This gives me a chance to grow my dividends (without losing a big chunk to IRS). As a big fan of vanguard, it made sense that I open my Roth IRA @ Vanguard. I will be investing in Vanguard Wellington Fund Investor Shares (VWELX)
It offers exposure to stocks (about two-thirds of the portfolio) and bonds (one-third). Another key attribute is broad diversification—the fund invests in stocks and bonds across all economic sectors.
Monday, April 3, 2017
Saturday, April 1, 2017
This quarter is very important and special for me. I have been dividend investing since 2015, but it's only the second time that I have been able to consistently save and add to my portfolio. Since, I have already written a post on my dividend income for March 2017, this post is mostly about my Quarter On Quarter (QOQ) performance.
Friday, March 31, 2017
Total dividends: $63.83
|Total Stock Market Index Fund||$35.57|
|Total International Stock Index Fund||$14.47|
|High Dividend Yield Index Fund||$13.79|
Overall I am very happy with my progress. Since I am invested in mutual funds my dividends are on quarterly basis. I will be writing a detailed post comparing my Q-O-Q performance.
My dividend history
My forward dividend is now $320.57. My goal is $500.