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