December 2017 : Investment Portfolio Status
My forward dividends reached $780.02, this a 6.54% increase from prior month. I achieved my goal of $750.0 in forward dividend. I have reset my goal to $1,500$ in forward dividends. My forward dividends are 52.00% of my goal. My overall investment portfolio grew by 7.51%. 6.66% of this growth came through infusion of new capital (inorganic growth). 0.85% of the growth came through change in stock market valuations(organic growth). As my investment account value ramps up I expect portfolio increases to go down (assuming a fixed inflow). I might try marginally increasing my contributions this year. Largest position in my portfolio is S&P 500 ETF (37.22%). I added a goal of being Financially Independent (FI) by 2032. With my current investments and dividends I am at 4.09% of FI. Average expense ratio is 0.104%. November2017 Update