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







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19 comments:

  1. Dividend PortfolioNovember 2, 2017 at 12:56 PM

    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.

    ReplyDelete
    Replies
    1. dividendgeekNovember 3, 2017 at 9:55 AM

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

      Delete
  2. PassivecanadianNovember 2, 2017 at 7:13 PM

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

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  3. PassivecanadianNovember 2, 2017 at 7:13 PM

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

    ReplyDelete
  4. Tom @ Dividends DiversifyNovember 3, 2017 at 6:08 AM

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

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    Replies
    1. dividendgeekNovember 3, 2017 at 9:56 AM

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

      Delete
  5. UnknownNovember 3, 2017 at 7:21 AM

    That is really amazing DG. Congrats!

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  6. Dividend DazeNovember 3, 2017 at 7:53 AM

    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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  7. Financial ShaperNovember 4, 2017 at 1:11 PM

    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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    Replies
    1. dividendgeekNovember 4, 2017 at 6:23 PM

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

      Delete
  8. UnknownNovember 4, 2017 at 7:05 PM

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

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  9. Matthew - AllAboutTheDividendsNovember 8, 2017 at 8:22 AM

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

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  10. Reverse the CrushNovember 9, 2017 at 8:26 AM

    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!

    ReplyDelete
  11. ScottNovember 25, 2017 at 3:08 PM

    Nice month! I hold some Vanguard ETFs for my 529 plan. So many good choices there with low expense ratios. Good luck reaching your goal of $750!

    Scott

    ReplyDelete

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