Hello World! This is my very first post at InvestorPeek. I’ve got a lot of other posts coming, but wanted to start with this update to my portfolio to get a feel for posts and linking back to the portfolio page. My Portfolio page is composed of my Personal Investment Accounts with various platforms, a traditional IRA that I use to fund my Roth IRA, and my 401k. I plan to provide monthly updates to the balances to keep a record of my progress. As I accumulate assets, I will update this page, typically on a monthly basis, to account for new purchases and changes to the market values.
My Portfolio views are structured in a manner to recognize the two components of compounding; 1) new shares through purchases and reinvested dividends, and 2) increases in the dividend. I’m using 5/21/2016 as my baseline date to track the progress from this point forward. The bottom three rows sums up the totals and indicates the % change and absolute change. For example, you should be able to see the change in shares, market value, annual dividends, etc. as time goes on. As the two components of compounding take effect you’ll see the growth of the dividend income I receive based on the the shares I own.
My Ownership Portfolio
My Ownership balance as of May 21, 2016 totaled $40,682.25. The current updated table listed below captures the timestamp and values as of the today’s update. I call this my “ownership portfolio” because my number one goal is to accumulate ownership shares for the rest of my life. These shares are my bundle of rights to profits the companies earn. It is not my goal to speculatively trade for stock price. I’m focused on increasing the passive income of this portfolio so that one day the income will exceed my recurring and non-recurring expenses. The majority of my portfolio consists of dividend paying stocks. If you’re interested in seeing my monthly dividend income, visit my dividend income page.
My Roth Portfolios
My Roth balance as of May 21, 2016 totaled $24,220.00.
The current updated table listed below captures the timestamp and values as of the today’s update.
My 401k Portfolio
My 401K balance as of May 21, 2016 totaled $423,504.09. The current updated table listed below captures the timestamp and values as of the day of update.
Disclaimer: The information above is updated each month. Although all figures are thought to be correct, no guarantee is expressed, nor should any be implied.
Portfolio Total
On May 21, 2016, my combined investment portfolio total was $488,406.34.
As of this update, my investment portfolio total is $501,606.46 when combined. An increase of $13,200.12 from the established baseline date and officially crosses the half million mark. Although that is a nice milestone for me in and of itself, my real goals are focused on the income that this portfolio will produce. I imagine over the years the valuations will swing wildly from peak to trough but as long as the company stays strong and continues to generate excess cashflow for shareholders I’ll continue to accumulate new shares and track my dividend income.
I hope you’ll appreciate, find value and entertainment in tracking my progress. How do you track your financial progress? Do you focus on increasing your passive/dividend income, or do you simply monitor your total market value? Do you DRIP invest or pool your dividends to make new purchases? Please share process and goals by commenting on this page. I’d be interested to learn how others monitor and track their wealth.