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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









This post first appeared on Dividendgeek, please read the originial post: here

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December 2017 : Investment Portfolio Status

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