Thursday, November 2, 2017

October 2017 : Investment Portfolio Status


My forward dividends reached $679.88, this a 12.93% increase from previous month. Getting closer to my goal of $750 in forward dividends. I hope to reach it by end of this year.

My overall investment portfolio grew by 10.13%. 8.07% of this growth came through infusion of new capital (inorganic growth). 2.06% of the growth came through change in stock market valuations(organic growth). S&P 500 ETF is 41.1% of my portfolio.

Average expense ratio is 0.10%.


September 2017 portfolio update







18 comments:

  1. Congrats Div Geek. I have a similar goal, to reach $700 by year's end, although I don't think it's going to happen. Almost getting ready to hit $600. Nearly 13% increase from last month is impressive. Looking forward to seeing how you do next month.

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    1. Year is not done mate! You will reach your goal. The increases are definitely impressive and motivating.

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  2. Nice geek, those are some massive gains in one month! Keep it up

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  3. Nice geek, those are some massive gains in one month! Keep it up

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  4. Love the expense ratio. Keep those costs low and pocket the rest! Tom

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    1. I exclusively hold vanguard ETFs, vanguard has some of the lowest ERs

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  5. You beat me on growth and dividend collections this month. But I still got you a little bit in forward dividends. I'm sure you will surpass me soon though. I better stay on it then. Nice month.

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  6. Congrats on a strong month! Keep up putting your money to work, with a low expense ratio, the compound effect will unfold miraculously.
    Cheers

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    1. Thanks for swinging by FS. Low ER is critical. I try to save and invest as much as I can.

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  7. Nice work. You'll hit your goal. Dividend increases should help with that.

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  8. Nice work. You will definitely hit your goal. :)

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  9. Nice job on your forward dividend portfolio! You're getting close to your goal of $750, and you're also getting close to 4 digits. Keep it up!

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    1. Thanks mate. 4 figures would be awesome!

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