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Showing posts from June, 2017

2017 Q2 / June Dividend update

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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.

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Portfolio Update - May 2017

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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