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.
Thursday, June 22, 2017
2017 Q2 / June Dividend update
Friday, June 9, 2017
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
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