Saturday, December 30, 2017

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







30 comments:

  1. Geek -

    All I have to say is a Lebron quote - #StriveForGreatness - You got this, don't stop and push harder.

    -Lanny

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  2. Hi Geek. Great job. Don't forget to enjoy the journey on the way to 2032. Happy 2018! Tom

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    1. Yes Tom I seem to missing out on it. Too focused on end goal. I will try to work on it in 2018.

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  3. Congrats on hitting your goal! Curious what your fi number is? Keep going man. Your doing great.

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    1. Thanks PCI. I have FI number as 30x my current expense. I am pretty sure that will not be sufficient. But, at least I would have options.

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  4. Dividend Geek,

    Fantastic! Solid ambitious, but achievable future goals.

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  5. Congrats on reaching and surpassing your $750 goal. It's kind of exciting having a set target date for being FI and already tracking how close you are to that goal. Happy New Year Geek.

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    1. Thanks DP. FI is my long term goal. It is definitely exciting to attach a number to it and track progress.

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  6. Congrats on hitting the new milestone. Think 2018 is the year you pass me up? you are getting close. Keep up the quality buys.

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    1. You are way ahead mate. It looks close each time but not close enough. Thanks!

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  7. Congrats on hitting that goal and you'll totally kill it with the $1500 goal too. Is the aim to hit that by the end of 2018?

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    1. Thanks. Goal is to get 1500$ in dividend by 2018. If I can achieve it earlier it would be better. Hoping for awesome dividend increases in 2018.

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  8. Keep it up DG! I know it is awesome seeing that portfolio grow over 7%, but remember when it goes down those dividends will keep on rolling in!!

    Stay Hungry my man!

    -MH

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    1. Thanks MH. Well said. That is precisely the point. I do love the gains. But I also love my dividend stream.

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  9. @dividendgeek - happy new year ! and congrats on hitting your $750 goal.

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  10. Congratulations. Great numbers there and reaching goal line is always so much satisfying. Keep doing the good work.

    Happy Investing,
    TDK.

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    1. Thanks TDK. The ultimate goal is to be FI. I am working my way towards it.

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  11. Congrats for hitting your goal! It is so rewarding:)

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  12. Congratulations on reaching your 2017 goal! I think that your new goal for 2018 is daring but doable. Happy New year and good luck!

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    1. Thanks Mr.Robot. I really hope to achieve it. Would truly set my path for future FI.

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  13. Congrats on hitting your goal. From the sounds of it, your FI target is about $16k? If so wow, great job on keeping your expenses so low!

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    1. Ha I wish that was true. It's twice the amount you specified. I think you might not have taken into account my portfolio growth for the next 15 years :-). These expenses are fixed expenses only. I am using it as a target.

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  14. Keep up the good work. FI is definitely in your future with your consistent purchases and ever growing dividend income portfolio. Look forward to seeing you hit your next goal in forward dividends.

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