Three quarters down, one to go. 2017 is rapidly coming to a close. October is one of my favorite months. My wife and I love the fall weather, playoff baseball is back, and some of my favorite holidays are right around the corner. If you recall, at the end of December I set five goals for myself. I knew some of the were stretch goals, but it has been a blast aiming for them anyway. Each quarter Lanny and I review our goals to check our status and see what possible changes may need to be made. Let’s jump in an perform my Q3 goals review.
Three years and three or so months ago, my portfolio crossed the first six digit mark in it’s existence. Back in June of 2014, the dividend investment portfolio crossed $100,000 in market value. Now I never posted about the portfolio crossing $200,000, but something about $300,000 had a nice ring to it. It took me over 5 years to get to $100,000 and only 3.25 short years to triple that amount. I hope we all can take a pause to think about that for a second, as my article will be focused on HOW I was able to garner a $300,000 portfolio and how YOU can too. Check out how I was able to cross and crush through the $300,000 dividend stock portfolio mark!
Here we are folks. The third quarter has come to a close, the weather has fluctuated from very cold, back to very hot in the span of a week. Leaves have fallen off of the tree, but I still see people laying out here in Northeast Ohio. Time is moving fast and we must keep up with adding value and productivity to our lives. September marks a very exciting quarter end for us dividend investors and I’m excited to share the results!
Taxes. Oh taxes how I loathe you. Last year in 2016 for 2015’s tax year, you got the best of me and received a nice check at the last day possible. After that moment in Mid-April of 2016, I did not want to go down that path again. I therefore, did y researched, spent time soul-searching for days, weeks and months to come to a plan. Finally, I will say this – I believe this year I kicked Uncle Sam’s ass, and I will show you how!
With income summaries out the door, it is time to check up on my progress towards knocking out my 2017 goals. Each quarter, I like to review my progress to determine if I need to change any habits or re-allocate resources to another area before it is too late. Reviewing my March dividend income figures has me very excited to perform this review and see how I am progressing along. So let’s dive on in and perform my Q1 2017 goals review!
“Nothing is permanent about our behavior patterns except our belief that they are so” – Moshe Feldenkrais
I was a little shocked, but I was able to find a quote that aligns perfectly with the message of this article. This morning, I felt motivated to write this article because it finally hit me. If you are unhappy with the status quo of your financial situation or are on the fence about trying a new personal finance strategy, why not take risks and go for gold?
I keep a copy in PDF of my portfolio every quarter, and have a deeper dive at 12/31, but this also provides a blog’d example of where I stand, so I can always refer back on the site the historical position of my portfolio. As we have done in the prior year, this post will be a review and re-cap overall of my portfolio, the contributions, dividend going forward, dividend received, what I can analyze from the current position, etc.. It’s always fun to see what the year compiled into one snapshot of all of the hard work that goes into it. I am excited to see where it stands and what can be done going into this new year! Let’s dive on in. Continue reading