Goals update – November 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 November amounted to $1,200.00. I did not make any purchases other than the weekly purchases.
    • Total investments in 2015 so far equals $25,469.3 which amounts to about 72.76% of my goal. I am probably not going to be able to meet this goal. 
  • Receive at least $2,500 in dividends
    • I received $138.29 in dividends in November. So far I have received $2,470.84 in dividends this year. This represents 98.83% 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 November , my projected annual dividends stood at $3,304.47. But of course, since then KMI has announced a dividend cut and the total has dropped. But still above $3,200 for right now.
  • DO NOT have a portfolio of more than 45 stocks/ETFs
    • Currently hold 43 stocks/ETFs. This is one more than October due to HPQ’s split into two companies.

The goals page will be updated to reflect the progress.


2 thoughts on “Goals update – November 2015

  1. Great progress on your goals — looks like you’ll be able to achieve all but one of your goals, which is great going! Keep up the good work!

    FerdiS, DivGro

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