Posts

Dividends & Expenses

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I started dividend investing in January 2015, its been about 2.5 years. My dividends have been increasing steadily and i am quite happy with my progress. However, context matters. What % of my expenses is met through dividends? It seems it is more indicative of my progress then the actual dividend increases.

July 2017 update

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As of July 31, 2017 (month-on-month increase): Net Worth Increase: +14.39% Established annual income: $462.63 (+13.44%)

June 2017 - Portfolio update

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As of June 30, 2017 (month-on-month increase): Brokerage account: +0.536% Established annual income: $407.83 (+11.52%) Goal: $500.00( 81.57% so far)

2017 Q2 / June Dividend update

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2017 Q2 is coming to an end and my mutual funds have payed out their dividends. It's time for me to take stock of the progress I have made in 2017 Q2 and the way ahead. Since, I own mutual funds my dividends are on quarterly basis. So, this post also doubles up for my June dividend update.

Vanguard believes in active management

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Vanguard »

Portfolio Update - May 2017

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As of May 31, 2017 (month-on-month increase): Brokerage account: -4.55% Established annual income: $365.70 (-6.13%) Goal: $500.00 ( 73.14% so far) I have started using personal capital. Here are some nice images from personal capital. Asset Allocation Sector Allocation

New buy: VIVAX

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Vanguard Value Index Fund: This fund invests in stocks of large U.S. companies in market sectors that tend to grow at a slower pace than the broad market; these stocks may be temporarily undervalued by investors. This low-cost index fund follows a buy-and-hold approach, and invests in substantially all of the stocks contained within its broad benchmark. As of 04/30/2017, Yield: 2.37% Expense ratio: 0.18% Number of stocks: 331 Read more »