FORWARD DIVIDENDS

Forward Dividends

2018 Dividends

Progress to FI

Saturday, September 30, 2017

September 2017 : Portfolio update


My forward dividends reached $602.06, this a 10.93% increase from last month (August 2017). I am slowly inching my way towards my goal of $750 in forward dividends. I expect to be there in about 3-4 months. Would be nice if I could reach it before end of 2017.

My overall portfolio grew by 10.40%. 8.91% of this growth came through infusion of new capital (inorganic growth). 1.49% of the growth came through change in stock market value(organic growth). I continue to increase my value stocks position, as of now value stocks are 12.29% of my portfolio. S&P 500 ETF (VOO) is still a major chunk of my portfolio at 43.54%.

Average expense ratio is still 0.12%.








10 comments:

  1. Geek -

    Congrats on the massive increase! A couple more months of that and you'll be hitting your goal in no time. Be smart!

    -Lanny

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    1. Thanks Lanny. Making these blog updates has definitely helped me keep focus.

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  2. Congrats on the big increase - you're well on your way to that $750 goal. Gotta keep investing and reinvesting!

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    1. I agree! that's the way to go ... save and invest is the game.

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  3. Nice geek. Grats on the increase. Loving the look of the site and thanks for putting me on your blogroll!

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  4. Congrats on the double digit increase Geek. Good luck on meeting your goal of getting to the $750 in forward annual dividends. My goal is $700. I should pass $600 by the end of the year, but it would be great if both of us could reach our goal by the end of 2017.

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    1. Thanks DP. Glad to find someone in a similar situation. I think you should be able to reach 700. Good luck to both of us.

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  5. Congrats on the milestone. That is a big increase for sure. Still a quarter left to go this year to hit your goal. You got this!

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    1. It might be possible. I might make 750$ by end of this year. Still a long way to go ... this is just the beginning ...

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