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)



Asset Allocation



International Asset Allocation



US Sector Allocation





By
Labels:

6 comments:

  1. Dividend DiplomatsJuly 3, 2017 at 6:57 AM

    DGEek -

    Almost there! Very, very solid growth and you have quite the timeline in order to hit your goal. Thoughts about pumping that higher?

    -Lanny

    ReplyDelete
    Replies
    1. dividendgeekJuly 3, 2017 at 10:53 AM

      Thanks! I am super excited about reaching my goal. 500 is just a starting goal .. My long term goal is 12,000 per year in dividends ... although I have not thought about a timeline for reaching it

      Delete
  2. Dividend DazeJuly 6, 2017 at 11:51 AM

    Only half way through the year and you are already at 80% of your goal. Keep up the good work! You will hit that goal soon.

    ReplyDelete
    Replies
    1. dividendgeekJuly 11, 2017 at 10:02 AM

      Thanks.It's been almost 3 years now. Still only 80% done :-( I really want to reach my goal this year :-)

      Delete
  3. Dividend PortfolioJuly 28, 2017 at 11:13 PM

    All the numbers are positive and moving in the right direction. Way to go and keep it up.

    ReplyDelete

Subscribe to: Post Comments (Atom)