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.
Total: $84.02 (all dividends reinvested)
Other Investments (Current Value)
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!