Saturday, August 20, 2016

Bought On Loyal3: TGT

On June 28, 2016, I had paid off the mortgage on my home.  As a result of that payoff, I had pretty much depleted all of the cash in my savings account and needed to rebuild my emergency fund.  By the end of this month, I should have enough cash in my savings account after paying off my monthly expenses.

With many dividend stocks trading at higher prices, I don't feel like I've really missed out on any big opportunities.  However, once my cash in my emergency fund is rebuilt (which should be by the end of this month), I will begin investing aggressively.

Thankfully though, Loyal3 allows investors to invest with as little as $10, which is pretty sweet.  So I decided to invest a small amount of capital when I saw one of the companies recently have a pullback of around 6%.

Friday, August 12, 2016

Monthly Report: July 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 July 31, 2016:

Tuesday, July 12, 2016

Monthly Report: June 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 June 30, 2016:

Tuesday, June 28, 2016

I Paid Off My Mortgage!!

On August 18, 2015, I had made two big decisions: to pay off my mortgage as quickly as possible and to contribute $3,000 per year to my Roth IRA account.  On that same day, I also set a goal to pay off my mortgage by the end of 2019.  It has now been a little under a year and I have done it!  I have officially paid off my mortgage today!  I can't even describe how wonderful the feeling is... it's like this weight has been lifted off my shoulders.  I feel this sense of freedom and joy I never imagined I would feel.  I now can sleep better knowing that if something were to happen to me or I were to lose my job (God forbid), at least my family would have a roof over their head.

Sunday, June 19, 2016

Monthly Report: May 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 May 31, 2016:

Tuesday, May 24, 2016

Monthly Report: April 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 April 30, 2016: