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 2016:
- Invest at least $25,000
- New investments in January amounted to $1,200.00. I also made FRIP purchases through Scottrade that totalled $554.40. Total purchases ended up at $1,754.40.
- But I also sold BAX and BXLT that removed $1,927.73 from my portfolio.
- Total investments in 2016 so far equals negative $173.33. That’s a great start 🙂 Hopefully, I catch up in February with investments.
- Receive at least $3,675 in dividends
- I received $308.43 in dividends in January. This represents 8.39% of my annual goal.
- Achieve at least $4,000 in projected annual dividends
- At the end of January, my projected annual dividends stood at $3,318.98.
- DO NOT have a portfolio of more than 45 stocks/ETFs
- Currently hold 44 stocks/ETFs
The goals page will be updated to reflect the progress.
I’d say you are well ahead on meeting those objectives for the year. Those are some impressive numbers for your goal, as well, so I’m envious! I look forward to seeing you check each of those goals off for ’16.
Thanks Special Agent. Things are very volatile so far this year and not sure if these goals are attainable. But I will be doing whatever I can to the best of my ability to get to these numbers.
Thanks for stopping by
DGJ