Wednesday, December 25, 2019

December 2019 Portfolio Report (End of the Year Review)

Notes:

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.
Dividends

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,

Min



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