Goals update – October 2015

I like to review the progress at least once a month to determine where I am with respect to meeting/achieving my goals. This post is long overdue as it is almost the end of November.

These are the goals for 2015:

  • Invest at least $35,000
    • New investments in October amounted to $1,869.37. In addition to the weekly purchases of $1,200, I had FRIP purchases for $669.37. did not make any purchases other than the weekly purchases.
    • Total investments in 2015 so far equals $24,269.30 which amounts to about 69.34% of my goal. I am still behind in this goal by a huge margin. I am probably not going to be able to meet this goal. 
  • Receive at least $2,500 in dividends
    • I received $289.10 in dividends in October. So far I have received $2,332.55 in dividends this year. This represents 93.30% of my annual goal.
    • I will be able to achieve this goal by the end of the year based on projections.
  • Achieve at least $3,200 in projected annual dividends
    • At the end of October, my projected annual dividends stand at $3,258.82.
    • I have already met my goal, but I am just not sure if there will be any dividend cuts between now and the end of the year. So just building a cushion in case some cuts happen.
  • DO NOT have a portfolio of more than 45 stocks/ETFs
    • Currently hold 42 stocks/ETFs. I did not initiate any new positions in October.

The goals page will be updated to reflect the progress.

One thought on “Goals update – October 2015

  1. DGJ,

    Nice Nice. Though you haven’t met your contributions goal so far this year, you can still keep pushing to get “close”. 2016 goal year is coming up – are you ready to make those goals now, seeing how you are performing and what events you see coming up next year? Thoughts? Nice job!!


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