Another month has passed and another month of results to analyze and look back on. Time to look at where I stand with my goals, to see if any “tweaking” needs to be performed and also – another month closer to Financial Freedom! Let’s see what July brought us.
Tag Archives: Goals
Bert’s July Investment Report
Wow, what a crazy end to the month! I felt like the last week was filled with can’t miss stock market action. It seemed like every minute I opened my eyes another chunk of my market value was missing. But it is okay, the decline has two factors I love: it increases the power of dividend re-investing and it creates new buying opportunities. Lanny recently wrote about on Friday 4 stocks that he is considering re-upping his position in because of this decline. For me, I may finally make my long-awaited move into the financial sector. I know I will be purchasing something next week; I just don’t know what that stock is yet. But it seems like Aflac is a very solid potential purchase and may be forcing my hand. Anyways, before I continue to babble about future purposes, I figured I would review my month of July Investment Report.
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.
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 Fixed Monthly Expenses
Hey everyone – we are heading into summer and heading into where individuals usually spend time vacationing, experiencing more “free time” and thus are usually spending a little more than usual. Which provides a good segway into talking about fixed/typical monthly expenditures that I pay for and that most of us do pay for on a monthly basis. I am here to talk about Transportation costs & Rent/Mortgage. I am going to break it down for us to show much in investments we will need to have in order to cover these large monthly expenses in our lives and also to find ways to reduce this, as that will lead us to where we all want to be – Financially free. I will leave other expenses out of this discussion, for now… that is.
Lanny’s Goals
Life would not be worth living if we did not stretch and push ourselves to the upper most limit possible. In order to do that, however, you need to set Goals. Now you’ll learn to find out – I’m pretty crazy/intense when it comes to goal setting and always push it to the brink of insanity, as we have described at our goals page. I know Bert could attest that I not only make myself go the extra mile but I try to make everyone go that extra mile with me – aka Bert – step those goals up! Joking, he actually did a great job setting/updating his goal of projected 2015 dividend income from $1.5K to $1.75K, awesome.
Here are my goals and how I will get there for the year ending 2014: Continue reading