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Dividend Growth Portfolio - Objective: Retire by 50
#71
2016 wasn't a bad year!!


From my broker (just discovered this feature today!):

[Image: Screen_Shot_2017_01_24_at_15_00_14.png]
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#72
Hi Rasec,

Do you keep track of your income from your various investments year over year?  Great job by the way!
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#73
(01-24-2017, 07:46 PM)RyanCMason Wrote: Hi Rasec,

Do you keep track of your income from your various investments year over year?  Great job by the way!
I'm not sure I understand exactly what you mean. This is a screen shot from Merrill Lynch where I have my taxable account (only 1 account with all my holdings). I've never seen this before but it allows to track performance in a given period. My 401k is with vanguard and it has a similar feature (it's 1 account as well with all funds). So yes, both brokers allow to track YoY performance.

My Google doc file doesn't, however. It tracks continuous performance, maybe there's a way to do it but I haven't researched it.

Let me know if I didn't answer your question.
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#74
Psychological barrier of $2000 per Q has been hit!! 

[Image: aJMXXdO.png]

Next stop, $3k per Q!
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#75
Awesome, congrats Rasec!
My Blog: DGIfortheDIY.com
Seeking Alpha Author Page 
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#76
Congrats on hitting $2k per Q. I missed it by $4.36 since BP dividend didn't hit my account in March like it did last year.
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#77
(04-03-2017, 01:34 PM)Rasec Wrote: Psychological barrier of $2000 per Q has been hit!! 

[Image: aJMXXdO.png]

Next stop, $3k per Q!

Wow way to go.  I believe I had $2000 for the first time this quarter as well.  I normally just track monthly but like the idea of breaking it down this way.
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#78
Nice growth of income. It's the income and growth that will enable you to achieve your goal. Are you reinvesting the dividends?
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#79
(05-03-2017, 09:26 AM)cannew Wrote: Nice growth of income.  It's the income and growth that will enable you to achieve your goal.  Are you reinvesting the dividends?

Thank you!

Yes, all positions are on a DRIP at the moment. 




Quick update on my 2017 goals:

Investments:
  • Invest $75k in "new cash" in the market (outside 401K) - on track, $29k invested so far. 

  • DRIP all dividends - check

  • Max out 401K by end of H1 2017 - on track

  • Hit $10k in forward dividends / year - on track

  • Discuss tax plans with a CPA with experience in international taxes and tax planning - hired a CPA but he was only versed on US tax law, to folloup

  • Solve issue with IRS (basically they've owed me ~$4.5k for several years) - Solved! Hurray! 
Keep improving my CV
  • Do an executive course in Marketing / Business Management / Leadership at a top school in the US - to follow up

  • Apply to at least 2 jobs outside my company and interview for those roles - to folloup
Work life balance
  • Visit at least 1 new country - Going to Taiwan, Hong Kong and Macau in a couple weeks.... basically all China! 

  • Spend more quality time with my son, sign up for one activity together (maybe soccer?) - on track

  • Play in 4 squash tournaments (played 3 in 2016) - on track, played 1 in Feb and I'm signed for another one in June. 

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#80
Rasec I admire your goal setting very much. Good job sir.
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