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%.
Geek -
ReplyDeleteCongrats on the massive increase! A couple more months of that and you'll be hitting your goal in no time. Be smart!
-Lanny
Thanks Lanny. Making these blog updates has definitely helped me keep focus.
DeleteCongrats on the big increase - you're well on your way to that $750 goal. Gotta keep investing and reinvesting!
ReplyDeleteI agree! that's the way to go ... save and invest is the game.
DeleteNice geek. Grats on the increase. Loving the look of the site and thanks for putting me on your blogroll!
ReplyDeleteThanks CPI.
DeleteCongrats 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 $600 by the end of the year, but it would be great if both of us could reach our goal by the end of 2017.
ReplyDeleteThanks DP. Glad to find someone in a similar situation. I think you should be able to reach 700. Good luck to both of us.
DeleteCongrats on the milestone. That is a big increase for sure. Still a quarter left to go this year to hit your goal. You got this!
ReplyDeleteIt might be possible. I might make 750$ by end of this year. Still a long way to go ... this is just the beginning ...
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