Goals update – May 2015

I like to review the progress at least once a month to determine where I am with respect to meeting/achieving my goals.

These are the goals for 2015:

  • Invest at least $35,000
    • New investments in May amounted to $3,700.00. 
      • Weekly sharebuilder purchases amounted to $1,200
      • Initiated a position in Exxon-Mobil (XOM)
    • Total investments in 2015 so far equals $13,194.95 which amounts to about 37.69% of my goal. I am still behind in this goal. With almost half the year gone by, I need to invest aggressively to catch up.
  • Receive at least $2,500 in dividends
    • I received $126.51 in dividends in May. So far I have received $978.43 in dividends this year. This represents 39.13% of my annual goal.
    • I will be able to achieve this goal based on this pace. Will review the goal in a month or so and revise as needed.
  • Achieve at least $3,200 in projected annual dividends
    • My projected annual dividends stand at $2,793.22 at the end of May. I will need increase the investments to keep pace to achieve this goal.
  • DO NOT have a portfolio of more than 45 stocks/ETFs
    • Currently hold 41 stocks/ETFs. I initiated one new position (XOM) in April.

The goals page will be updated to reflect the progress.

3 thoughts on “Goals update – May 2015

  1. Great progress overall! Stick to it and I’m sure you’ll find a way to at least be 95% there! 😉 Which would already be a lot better than the year before!



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