Saturday, November 7, 2015

October Review



October down. Time for a fun holiday filled November and December.

PNY
$4.62
NRZ
$1.38
KO
$24.15
DPS
$0.12
GE
$11.73
LTC
$3.78
HASi
$13.52
WPC
$14.25
FPI
$0.13
O
$0.38
FCISX
$27.19
Total
$101.25

Cash flow


Salary
$3,825.19
Dividend
$101.25
Interest & online
$7.96
Total
$3,934.40


Deductions


Gas Bill
$36.83
Electric bill
$161.23
Water Bill
$117.94
QT
$56.32
Discretionary
$313.80
Car payment
$435.45
Total
$1,121.57


Calculation

% saved
71.49%


Safety Net Total

Bank
$5,112.67
Scottrade Tax
$41,407.56
Scottrade ROTH
$1,838.83
Loyal3
$8,965.91
401k
$20,628.64
Edward Jones Roth
$7,366.23
Total
$85,319.84

Summary

  1. I broke $2,200 in forward income and $80,000 in net worth!!!!!
  2. My new goal is $2,300 in forward income and $100,000 in net worth by the end of December!
  3. Dividend increases
    1. AFL increased 5.1% from .49 to .51
    2. CORR increased 11.1% from .135 to .15
    3. SBUX increased increased 20% from .16 to .20.
  4. Back to the grind!

Forward 12 month dividend stands at $2,204.00.





6 comments:

  1. Excellent savings rate BDI! That will continue to spur on the growth of your portfolio and most importantly your dividends.

    ReplyDelete
    Replies
    1. hi JC, I agree! This month is a bit low but I can't wait until next October! thanks for visiting and commenting!

      Delete
  2. Hi TBDI,

    Congrats on surpassing $2.2k! Going up another $100 by next month is a great way to look at it. Also some sweet div. increases there, especially Starbucks. Keep it up!

    Best regards
    DB

    ReplyDelete
    Replies
    1. Hi DB, thanks for the support. December is going to be a fun month with HASI and T coming to the plate!

      Delete
  3. congratulations man, and lookin forward to your achieving that 100k goal.

    ReplyDelete
    Replies
    1. hit TTT, me too! But at the rate the market are freaking out that might be next year. Oh well time to reinvest my dividends on cheaper stocks. thanks for visiting!

      Delete