Goals update – July 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 July amounted to $1,863.28. 
    • Total investments in 2015 so far equals $16,558.23 which amounts to about 47.30% of my goal. I am still behind in this goal by a huge margin. I need to invest aggressively to catch up.
  • Receive at least $2,500 in dividends
    • I received $280.17 in dividends in July. So far I have received $1,511.21 in dividends this year. This represents 60.44% of my annual goal.
    • I will be able to achieve this goal based on this pace with increased investments and dividend increases.
  • Achieve at least $3,200 in projected annual dividends
    • My projected annual dividends stand at $2,908.21 at the end of July. 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 did not initiate any new positions in July.

The goals page will be updated to reflect the progress.

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