Wednesday, December 25, 2019

December 2019 Portfolio Report (End of the Year Review)


Releasing this report early as all distributions have been made and well, it's the end of the year!

December 2019 Summary:

  • Equity Portfolio Value is at $24,757.68.
  • $84.02 dividends received.
  • $471.91 received Year-To-Date.
  • New initial positions in ADP, SCHD, V, TXN, EV; added shares in EPD, OXY.
  • Will be divesting shares in IBM, XOM.

XOM: $12.33
IBM: $8.15
JNJ: $6.80
ADM: $8.47
O: $3.51
CWENA: $14.75
NEE: $3.75
SCHD: $0.47

Total: $84.02 (all dividends reinvested)

Other Investments (Current Value)

RealtyMogul: $1,476.67

Fundrise: $10,365.67

End of the Year Review/Ramblings

It's been quite a year for me. With respect to personal life, started a great relationship which I hope will last forever (however long that may be). This has taken a lot of my "free" time which has led to me being more efficient with my time and prioritizing. Health-wise, I did not come near my goal of hitting 180lbs., closest I got was 186. I have been much more active however and feel good! Work-wise, contrary to plans I eliminated one of my primary income sources, which reduced my income but really increased my happiness and lifestyle.

Looking back at my financial goals, I accomplished some and failed others. Although it is nice to set goals and strive towards them, my financial mind has matured and the goals I had then compared to now is quite different. My equity portfolio is current over $24,000.00; my eREIT investments are over $11,000.00. I was short of $500.00 in dividend income this year but my projected income for the next year is $942.38. My trailer rental business has been put on pause (although I did receive $500.00 last month!).

At the start of the year, I thought that I would focus mostly on investing in DGI-centric portfolio...and that's it. A year later, although that is still a large part of my investing philosophy, I've dived into eREITs and other alternative investments which I believe have become a substantial part of my financial philosophy. 

The goal hasn't changed. I'm still striving for financial independence as soon as I can. I'm not willing to sacrifice my current lifestyle and I'm always open to new non-traditional ways to pursue income and investing. Even if I reached FI tomorrow, I wouldn't stop working as work does satiate a part of my life and desires. Rather financial independence would just open my options in pursuing my work the way I want it.

Anyways, if you read through all those ramblings, I'm sorry and I hope you enjoy your Christmas and rest of this year. Next post won't be up until 2020!

Best Regards,


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