Monthly Report: January 2018

I will be making some changes to the monthly reports starting from today.  From now on, I will only be sharing the dividends I receive and my savings rate on the monthly reports.  I will share the market values on my taxable brokerage account, Roth IRA accounts, and 401(k) account every quarter.  My brokerage only sends me statements quarterly for my Roth IRA accounts so it takes me a lot of time to compile the information.  From a cost benefit analysis, it makes more sense for me to just post the numbers quarterly instead of having to compute all the amounts for every stock.

Without further ado, below is the monthly report as of January 31, 2018:

Monthly Report: December 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 December 31, 2017:

Monthly Report: November 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 November 30, 2017:

Monthly Report: October 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 October 31, 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:

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:

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:

Monthly Report: May 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 May 31, 2017:

Monthly Report: April 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 April 30, 2017:

Monthly Report: March 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 March 31, 2017:

Monthly Report: February 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 February 28, 2017:

Monthly Report: January 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 January 31, 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:

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:

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:

Monthly Report: September 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 September 30, 2016:

Monthly Report: August 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 August 31, 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:

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: