Friday, January 20, 2017

Monthly Report: December 2016

I know I'm a little last in posting, but better now than never.  First off, Happy New Year to everyone!  Hope everyone had an enjoyable 2016 year.  2016 has been a great year when I reflect back on my accomplishments.  Kicking off the year, it's been really busy with work and responsibilities at home.  I'm looking forward to 2017 now that the mortgage has been paid off and I have continued vigor to aggressively build my passive income while simultaneously trying to make sure I enjoy life's journey along the way.

Anyways, without further ado, below is the monthly report as of December 31, 2016:

Saturday, January 7, 2017

Bought On Loyal3: VFC

I made one last purchase on Loyal3 before the 2016 year was over.

What I love about Loyal3 is you can invest with as little as $10 in a selection of companies and own partial shares.  This really helps investors with little to no capital get a foot in the door without commissions eating up a certain percentage of their new capital.  The only downsides are that there is a limited selection of companies you can pick from and they don't offer dividend reinvestment plans.  That's fine with me since they have some good dividend growth companies I can invest in at zero cost.

Saturday, December 31, 2016

Bought: CL, HRL, MDT, VFC

Today marks the end of 2016.  While there seems to have been many celebrity deaths this year and an "interesting" presidential election, this was a good year for me.  I paid off my mortgage, welcomed a second child into the family, and was still able to invest a decent amount of capital into dividend stocks.  With the increase in interest rates and a new president elect, it will be interesting to see where the stock market goes in 2017.  Either way, I'm looking forward to the new year.  Cheers!

Below is a summary of my recent purchases for the month of December:

Friday, December 16, 2016

Monthly Report: November 2016

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 November 20, 1016:

Wednesday, November 30, 2016

Bought: CL, CLX, GIS, MDT, UL

Things have been crazy hectic recently as we just welcomed a new child into the family.  With the first child, everything's all new so the challenge is learning everything for the first time.  With the second child, the challenge is learning how to juggle two children simultaneously while being sleep deprived.  It's definitely been a blessing having another child; I'm just extremely tired and running on a few hours of sleep every day.

In any case, I've made some recent purchases for the month of November which I'll quickly summarize below:

Wednesday, November 16, 2016

Monthly Report: October 2016

Donald Trump's victory at the polls on 11/9 was quite a surprise, especially since the majority of all the polls were showing that Hillary would win the election.  Whether it was Hillary Clinton or Donald Trump, the president-elect would make history.  First reality TV show star as president or first female president.  It will be interesting to see how Donald Trump's presidency will play out.  For the sake of our nation, I hope he succeeds as the next president.  Let's see how his presidency will affect our economy, the stock markets, and foreign relations.

Now onto talking about my progress towards financial freedom!

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 October 31, 2016:

Wednesday, November 2, 2016

Bought On Loyal3: DPS, K, KO, MCD, PEP, TGT, UL, VFC, WMT

It sucks when there are buying opportunities in the stock market and you don't have the capital to invest in everything you want.  If I had more cash on hand to invest with, I'd be buying up stocks left and right the way the stock market has been recently.  Unfortunately, since I don't have enough capital on hand to invest in everything I want, I have to invest in smaller amounts across different companies.  And that's one of the reasons why I love Loyal3.  It allows me to invest in companies with as little as $10.  Given that I don't have enough capital to invest in different stocks that I want without the commission taking a decent hit, I've decided to invest in stocks offered on Loyal3.