Monday, July 3, 2017

June 2017 - Portfolio update

As of June 30, 2017 (month-on-month increase):

Brokerage account: +0.536%

Established annual income: $407.83 (+11.52%)

Goal: $500.00( 81.57% so far)

Thursday, June 22, 2017

2017 Q2 / June Dividend update

2017 Q2 is coming to an end and my mutual funds have payed out their dividends. It's time for me to take stock of the progress I have made in 2017 Q2 and the way ahead. Since, I own mutual funds my dividends are on quarterly basis. So, this post also doubles up for my June dividend update.

Friday, June 2, 2017

Portfolio Update - May 2017

As of May 31, 2017 (month-on-month increase):

Brokerage account: -4.55%

Established annual income: $365.70 (-6.13%)

Goal: $500.00 (73.14% so far)

I have started using personal capital. Here are some nice images from personal capital.

Asset Allocation

Sector Allocation

Wednesday, May 31, 2017

New buy: VIVAX

Vanguard Value Index Fund: This fund invests in stocks of large U.S. companies in market sectors that tend to grow at a slower pace than the broad market; these stocks may be temporarily undervalued by investors. This low-cost index fund follows a buy-and-hold approach, and invests in substantially all of the stocks contained within its broad benchmark.

As of 04/30/2017,
Yield: 2.37%
Expense ratio: 0.18%
Number of stocks: 331

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Monday, May 22, 2017

New home

If you have noticed I have not be around for sometime. I have been very busy house hunting. Owning a house has been a dream for me. Infact it is a part of my 2017 goals. I threw it in their, knowing very well I might not achieve this goal. But, seems like god had different thoughts.

We had made an offer for a condo and it was accepted. Man! the housing market is hot. I had to go up against 4 different offers.I pulled it off by 605.00 :). Good to know that right after I signed the P&S agreement, there was a an offer which was higher by +5k. I am happy about this purchase. We are still in the process of closing. Still someway to go before I can say mission accomplished.

The positive is the rent I used to pay now goes towards home equity. I had to liquidate some of my investments to come up with the 5% down payment. I have not been able to investment much in May, this might impact my forward dividend growth. More updates to come later :)

Rates change, but the role of bonds doesn’t

For many people, including me, falling interest rates have been the general trend in the bond market throughout our working lives. It appears that may be changing. And, of course, there’s no shortage of advice about how to prepare for the shift.

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