08-14-2015, 08:19 AM
I'll have to find a better way to post my portfolio when I do an update rather then just typing in the tickers, something more organized. I did do a spreadsheet but not sure I feel comfortable posting $ amounts. Maybe I'll do a separate spreadsheet with tkrs/yields/divi's ect minus $ amounts of total portfolio.
Anyways, my very basic update for divi's(ROTH)+divi's/capital gains(Kplan) this calendar year I'm at
2608(ROTH)+3045(Kplan)=5653
Since my Kplan has all mutual funds that "x" amount is a mixture of divi's and capital gains distributed by the funds. It will be interesting to see how the much smaller ROTH does against the more then double the size Kplan in passive income distributed.
Anyways, my very basic update for divi's(ROTH)+divi's/capital gains(Kplan) this calendar year I'm at
2608(ROTH)+3045(Kplan)=5653
Since my Kplan has all mutual funds that "x" amount is a mixture of divi's and capital gains distributed by the funds. It will be interesting to see how the much smaller ROTH does against the more then double the size Kplan in passive income distributed.