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





6 comments:

  1. 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

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    Replies
    1. 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

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  2. 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.

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

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

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    Replies
    1. Yes. I hope it stays that way :-) Thanks DP!

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