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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.

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.

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.










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

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January 2018 : Investment Portfolio Status

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