Saturday, May 2, 2015

Monthly Report: April 2015

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

Below is the monthly report as of April 30, 2015:

Bought On Loyal3: K, KO, MCD, WMT

I purchased the following stocks in my Loyal3 account on 4/20/2015: