Thursday, August 17, 2017

Bought: GIS, GPC, K, VZ

July was a month that saw a dip in the stock market, so I decided to capitalize on the opportunity to initiate some new positions as well as add to existing ones.  I've been making multiple purchases in smaller amounts to diversify, initiate new positions to diversify, and average down my cost basis in various companies.  The purchases have been in smaller amounts because I've also been trying to save up money for a potential large expense that may come up in the near future.  I believe that by the end of this month, I should have the minimum cash reserve I need to account for the large expense.  After that, I can begin aggressively buying up stocks in larger amounts to try to reach financial independence as quickly as possible.

In any case, see below for my purchases for the month of July:

Tuesday, August 15, 2017

Monthly Report: June 2017

I post an update every month on the taxable dividend income I receive in my brokerage accounts, the non-taxable dividends I receive from my Roth IRA accounts, the market value of my taxable brokerage accounts, the market value of my Roth IRA accounts, the market value of my 401(k) account, and my savings rate.

Below is the monthly report as of June 30, 2017:

Wednesday, July 26, 2017

Bought: GWW, SYY, T

Wow time flies... I can't believe it is already the end of July.  Before we know it, the summer will be over.  I have been loving the summer so far; beautiful weather to be outside and enjoy the sun.  I'm hoping to continue to create wonderful memories with my kids along the way while working hard to position myself financially for the future so I can be financially independent as quickly as possible and hopefully retire earlier than expected.  I've been continuing to find the balance between being as frugal as possible and also spending some money to create new experiences and memories for my kids.  I would like to believe that I've been finding the right balance.  Extreme frugality and letting life pass you by is something that sounds quite depressing and will possibly be a huge regret when looking back in old age.  I hope that doesn't happen to me.  I try to live my life with as little regrets as possible.

Anyways... time to post my purchases for the month of June:

Friday, July 14, 2017

Monthly Report: May 2017

I post an update every month on the taxable dividend income I receive in my brokerage accounts, the non-taxable dividends I receive from my Roth IRA accounts, the market value of my taxable brokerage accounts, the market value of my Roth IRA accounts, the market value of my 401(k) account, and my savings rate.

Below is the monthly report as of May 31, 2017:

Wednesday, June 21, 2017

Bought: GWW

Happy first day of summer everyone!  Life has been pretty busy for me, but it's also been really fun and exciting.  I've been trying to find a balance between being frugal to save up money to invest aggressively, while also enjoying life along the way.  Recently, I've been reminded how quickly time flies by (there's no greater reminder than seeing how fast your children grow up), and I want to make sure I don't let it pass me by being frugal all the time.  Life is more than just saving aggressively to reach early financial independence or retire as early as possible.  It's also about living life.  I want to create memories with my family and have something to look back on; hopefully, when my kids grow up and they reminisce on their childhood, it will be nothing but positive and happy memories.  So yea, that pretty much sums up where my head space has been at recently -- trying to find that delicate balance between saving aggressively and spending money to live a little.

Tuesday, June 20, 2017

Monthly Report: April 2017

I post an update every month on the taxable dividend income I receive in my brokerage accounts, the non-taxable dividends I receive from my Roth IRA accounts, the market value of my taxable brokerage accounts, the market value of my Roth IRA accounts, the market value of my 401(k) account, and my savings rate.

Below is the monthly report as of April 30, 2017:

Monday, June 19, 2017

Sold On Loyal3: KO, VFC

I have sold off all my remaining positions on Loyal3 since I have consolidated all my stocks.  I also made the right decision to exit out of Loyal3 since they decided to use a new platform which would be charging a fixed fee every month to make free trades.