I can’t write this without smiling. 2016 is going to be an amazing, life-changing year for me and I cannot wait until the ball drops on New Year’s Eve to make it official. I’ll be marrying the love of my life at the end of May, so I don’t think there is a bad thing that can happen to me. Well, now I left myself with an impossible task. How on earth to I segue from that to discussing my 2015 investing goals? Nothing I do this year will mean more to mean than that. So I guess I will technically knock out one goal at the end of May? Anyway…. now I’ll get down to business. This article will discuss my 2016 goals!
Category Archives: Goals
Goal Accomplished: Investing $15,000 in “New” Capital
I’m excited! I haven’t written one of these articles in a long time and it feels great to be back in the game. My last purchase of Emerson Electric was significant for a few reasons. There is the obvious significance that I now have a cost basis over $3,000 for an individual stock for the first time. It is a powerhouse position in my portfolio and will be a great foundation stock in my portfolio for many years to come. But more importantly, this last purchase helped me accomplish/defeat on of my 2015 investing goals! Let’s see which goal I conquered and how I was able to do so in the first nine months of the year.
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Crushing $6,000 in Projected Dividend Income
I am very glad I have set a realistic, attainable goal this year and am churning my way to it. I remember last year, I was sprinting past my 2014 goals early and often, but this year definitely is different. This year is harder, this year is more strategic, this year takes much more effort than usual. My goal by the end of the year is to have a projected $6,750 in forward-looking dividend income, and well – this month has allowed me to reach closer to the goal, but to also cross a milestone along the path. This month events and activities have allowed me to Crush through $6,000 in projected dividend income!
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Crossing $55,000 in Market Value & $2,000 in Dividend Income
As we mentioned in our blog’s one year anniversary post a few days ago, my portfolio has crossed a couple of major milestones recently and I am very excited to finally share them with the community. Over the couple of months, I have crossed both $55,000 in Market Value and $2,000 in Projected Dividend Income. I still can’t believe it, as it seems like just yesterday I was crossed $40,000 in market value (last June) and $1,750 in projected dividend income (last August). Two round, iconic numbers in my eyes. It has been a fun journey between milestones, so lets take a look at how I got there.
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Bert’s Quarterly Goal Review
We are done with one-quarter in 2015 folks. As Lanny mentioned, time flies by! These last three months have been a whirlwind for me, personally, professionally, and investing wise. Between helping plan a wedding, working a busy season, making some stock purchases and other big decisions (you guys will know soon enough!), the first three months were a giant blur. But these are all great events and I have set myself up to have a very memorable 9 months of 2015! This year I told myself that I was going to pay closer attention to my goals to make sure that I am on target to meet the goals and that way, if I need to, I can make any necessary adjustments. Well, here we go, let’s dive into my quarterly goal review!
Crushing $5,000 in Projected Dividend Income
What a year it has truly been. A few late dividend announcements has allowed me to conclude that my forward looking dividend income stream has hit a new milestone that going into 2014 – I had no idea existed. Heck, my initial 2014 dividend projected goal was $3,350 which kept being subsequently moved up as the year progressed. You can judge my post by the title, but let’s see what projected dividend income milestone I have reached. Continue reading
My 2015 Goals
With 2015 approaching, I wanted to formally put together my goals for the next year. Ever since Lanny wrote about his goals last month, I have been hard at work thinking about my goals. What I like/respected the most from Lanny’s set of goals were that they were very challenging and well-rounded, containing both investing and life goals. It reminds me that while I should be focused on growing my portfolio and sprinting towards financial freedom, you still can’t forget about your life and building those memories that you will tell your kids and grandkids about. I should achieve this balance in 2015, so lets take a look at my goals for the year!