Friday, December 1, 2017

November 2017 : Investment Portfolio Status


My forward dividends reached $732.17, this a 8.69% 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 10.97%. 8.07% of this growth came through infusion of new capital (inorganic growth). 2.90% of the growth came through change in stock market valuations(organic growth). Largest position in my portfolio is S&P 500 ETF (39.2%).

Average expense ratio is 0.10%.



portfolio sector classification

international stock diversification

October 2017 Update







14 comments:

  1. Nice increase. $750 is around the corner :)

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    1. Looks like I might make it this year. I need to squeeze in some additional capital.

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  2. Geek -

    Let's break through that goal mark, turn that engine into overdrive, LETS GO!!!

    -Lanny

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    1. Thanks Lanny. I will reach 750 by end of this year ... then 7500 and then 75,000 :-)

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  3. That's a solid increase DG, you've got this month to get that forward dividend income up and I'm sure you can do it!

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    1. Yes. I am confident of getting to 750. Next stop 1000 :-)

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  4. Nice work! Almost at that forward dividend mark. You can hit that by ear end. Basically one or two more buys. I know it's hard around the holiday time to have extra capital laying around. That is where I am at now. We will see what happens. Great month, now let's finish this year strong.

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    1. Exactly. I had to replace my tires. I am hoping to squeeze in 1-2 buys. Let's see how it goes.

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  5. Congrats on a successful month geek. Here's hoping you can reach your goal of $750 by year's end.

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  6. Consistent month-to-month growth this year... that's the way to do it. Early congratulations on reaching the annual goal next month. Here's to even better results in 2018!

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    1. Thanks mate. This is the first year I have been consistent in my investment. 2018 is going to be fantastic.

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