2018 in Retrospect and 2019 Goals

2018 has been spectacular in terms of dividends. The biggest surprise was my Roth IRA. This was my first year investing in Roth IRA. One of the funds I chose was Vanguard Wellington Fund (VWELX). It’s an actively managed fund with exposure to stocks and bonds and hence well suited for IRA. VWELX had a huge distribution in Q4 and bumped up my overall IRA dividends for the year (18.25%). I ended up with $1,560.84 in dividends for 2018. That's a 169.79% increase in dividend as compared to 2017.

2017 in Retrospect (Goals Review) & 2018 Goals

2017 has come to an end. I feel like it was almost yesterday when I started dividend investing. Cannot believe it's been three years. In 2017 I have been very consistent with my investment (fresh capital infusion). The only reduction in portfolio happened in June 2017. I had to liquidate a portion of my portfolio for down payment (for my new home).

2016 dividend updates

I am glad to have grown my dividends by 10.6% from last year (I am still shocked!). I was doing very well with investing till Q2. Q2 was my by best. After that I had to sell few of my positions to meet some commitments. Q3 I could not contribute much. Q4 I was more or less back to my regular investment level (although not as good as Q2). Without Q2 I would not have beaten my 2015 dividends. I am looking forward to 2017 Q1. How do you guys investment and still meet life commitments?

Dividend comparison

2016 Q4