Bert’s August Income and Expense Summary

Last month I ended my three-month hiatus of posting savings rates articles and afterwards, I vowed to publish my monthly summary in a timely fashion.   One of my goals for 2015 is to defeat the Dividend Diplomats’ Savings Challenge and save 60% of my monthly income 6 times in 2015.  Will I be able to recover from my just miss in July, where I saved 56.9% of my income?  Let’s find out!

Piggy Bank

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Bert’s July Income and Expense Summary

Man oh man does it feel weird to be writing one of these articles again.  Similar to Lanny, I had taken a few months off of writing an income and expense article for a variety of reasons.   Through switching jobs again, traveling for my old job, and insert any life activity, time has been at a premium.  Enough with the excuses from my end!  While Lanny performed a 3 month income summary earlier in the month, I decided to forgo summarizing the last three months and instead focus solely on July.  But don’t worry, I will update our Savings Challenge page to display the last 3 months since one of my annual goals is to defeat the Dividend Diplomats Savings Challenge 6 times this year!  Let’s see how I performed in July.

Piggy Bank

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Bert’s July Dividend Income Summary

Man, talk about tough acts to follow.  Lanny had one heck month hauling in a crazy $740 in dividend income during this “off” month.   Congrats on the great month Lanny!  With figures like that, I am setting myself up for yet another defeat in July, which makes perfect sense considering his portfolio is nearly triple the size of mine.  However, I have one glimmer of hope this month that can catapult me to fictitious victory over Lanny.  What is it?  I own more shares of Kraft than Lanny.   The question is, will this one-time special dividend be enough to push my dividend income for the month over $740.  Let’s find out!

dividend income

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Lanny’s Income & Expense Summary – May, June & July

Remember when we had those posts regarding income and expense summaries?  Well.. I’ll be damned if I didn’t realize I haven’t posted about this since the summary for April 2015.  Aka – more than 3 months have passed that I haven’t showed any results from the income and expense summary side of my life.  I haven’t shown how I am able to fund my investment purchases, how I’ve been able to balance both living and ht epursuit of financial freedom, as well as – achieving the 60% savings challenge.  I’m Back and ready to bring it!  This is the summary for 3 months that were missed – May, June and July.  

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