Wednesday, July 22, 2015

Bought On Loyal3: WMT

I purchased the following stock in my Loyal3 account on 6/25/2015:

Monthly Report: June 2015

My apologies for the delay in posting the monthly report for June... I have been really busy with work and family.

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 June 30, 2015: