Wednesday, October 11, 2017

Monthly Report: September 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 September 30, 2017:

Monthly Report: August 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 August 31, 2017:

Bought: CAH, GIS, GWW, HCP, HRL, K, KHC, KMB, T, WBA

It's been a while since I've posted on here... Life has been crazy hectic with work and trying to raise two kids haha... August and September seemed to have a lot of great buying opportunities in my opinion as there seemed to be a lot of dips in a lot of decent companies.

Below are my stock purchases for the months of August and September:

Monthly Report: July 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 July 31,2017:

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: