We have now reached and crossed over the halfway mark of 2014. I can’t believe it! Time flies by and I feel like you seem to lose track of time as you go through the motions of adulthood. With that in mind, it is time once again to assess how my portfolio performed during the month of June and to revisit the goals that I set for myself at the beginning of the year. Continue reading
Category Archives: Monthly Summary
Lanny’s June Investment Report
We are at the mid-point everyone! This is a great time to reflect on our goals, see what changes we need to make going forward and to assess what went right/wrong, and to make decisions from there. I am extremely excited to close the first half of the year, but am ever-so looking forward to the next half. Let’s see what June 2014 brought in my June Investment Report.
Crossing the $40k Mark
Lanny is not the only person to hit a milestone this year. We are only 6 months into 2014 and I reached my ending market value goal of $40,000. Through a healthy dose of appreciation, dividend payments, and a Roth 401(k) match from my employer, my portfolio has finally crossed this benchmark.
Lanny’s June Dividend Income Summary
Can we say the best month in dividend income I have ever received? Let me repeat that – NEW DIVIDEND INCOME FOR THE MONTH RECORD! I am so fortunate to be able to talk and write about the production from my cash flowing, dividend producing portfolio. I was very excited to go into the month of June, as many other bloggers were aware based on the comments from their posts. With all of that being said, let us take a look at the month’s recap of the June dividend income I received:
Bert’s May Investment Report
How crazy is it to think that we are already 5 months in to 2014? We are nearly approaching the halfway mark and I still feel like I was just watching the ball drop. Anyways, as May closes it is time to review my month and to see assess my progress towards my 2014 portfolio goals. The month started out slow for me, but then things took an interesting turn as I made two purchases at the end of the month. With these purchases and some appreciation, I now see my portfolio sitting north of $37,750 with a yield of 4.03%. I am inching closer and closer to $40,000!
Lanny’s May Investment Report
Hello Everyone! This will be a traditional/monthly post where I explain my investment activities (purchases, sales) and goal updates. This should always be an exciting time, as it will help not only me & Bert, but hopefully YOU – the reader stay on track with your goals as well. Let’s get down to business and to breakdown the transparency to my portfolio & goals!
Bert’s Monthly Dividend Summary
What a beautiful Memorial Day here in the Buckeye State. It is a perfect day to honor our veterans, spend time with family, grill, and most importantly, review the dividends you have received during the month! Earlier in the day Lanny wrote about his monthly dividend income, so now it is my turn to assess my portfolio’s performance for the month of May.