Wednesday, January 31, 2018

January 2018 : Investment Portfolio Status


This is my first monthly update for 2018. Stock market has been on fire and my portfolio grew significantly in January. However, high stock prices have brought down my yield and hence my forward dividends have increased at a slower rate.

Dividends
My forward dividends reached $825.37, this a 5.81% increase from prior month. My new goal for 2018 is $1,500 in forward dividend. My forward dividends are at 55.02% of this goal.

My overall investment portfolio grew by 11.71%.

6.20% of this growth came through infusion of new capital (inorganic growth). 5.52% of the growth came through change in stock market valuations(organic growth). In comparison S&P 500 grew by 5.59%. The inorganic growth has been on a downward trend for months (8.91%, 8.07%, 7.33%, 6.66% and 6.20%). This is to be expected as my portfolio increases in value, additional inflows will not have the same impact.

Largest position in my portfolio is S&P 500 ETF (35.78%) and average expense ratio is 0.106%. I added a goal of being Financially Independent (FI) by 2032. With my current investments and dividends I am at 5.28% of FI.

Side Hustles
In addition to dividends I plan on including my side hustle income in my monthly summary. My side hustle income is Swagbucks, Topcashback, credit cards (cash back) and raise. My total side hustle income for January was $127.25.








12 comments:

  1. Replies
    1. Thanks Tom. Hopefully there are good dividend increases in 2018.

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  2. Geek -

    Nice job. Great gains and great stretches. I love seeing the goals high, it urges you to push harder, think smarter and be better. You got this.

    -Lanny

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    Replies
    1. Thanks Lanny! Did you notice my side hustle income? :-) Thanks man for the inspiration.

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  3. Awesome Geek. Congrats on your overall dividend growth in double digits. I just love that you show how close you are to your FI number. Good luck and I will continue to follow your progress.

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    1. DP my portfolio grew by double digits. My dividend increase is still in single digit. I don't think I can plow that much capital. Nice dividend increases should help. Thanks mate.

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  4. Looks like a great month to me - a 5% increase of forward dividends over last month is great!
    Best wishes,
    -DL

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    Replies
    1. Thanks mate. It used to be a lot more. With the increase in stock market ... yields keep going down :-)

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  5. Nice goal man. Double the income! Good side hustles as well.
    All the best

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    Replies
    1. Thanks PCI. Hopefully I can achieve 1,500$. For now it looks like I will make more from my side hustles.

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  6. Geek, Up up and away you go! Nice YoY increase. Congrats!

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