Replacing Low Growth Funds For Higher Ones

Short but sweet account update. Unfortunately I still don't have to much extra time on my hands but I did want to get a little bit of an update out tracking the happenings of my account.

  • DUK -40.53 shares = $-142.53
  • ED -13 shares = $-40.02
  • EPR 13 shares = $56.16
  • KIM 93 shares = $104.16
  • OHI 26 shares = $80.08
  • WPC 16 shares = $65.28
  • VTR 18 shares = $56.88

With the swap out and the new additions I've added an extra $180.01 in forward dividend income increasing my total annual expected income to $3,835.86. 

overall I'm happy with the moves I've made and I can't wait to see the  pay off.

May 2018 Independence Fund Update

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WOW, what a crazy month it has been. I was only able to get my account update posted last month and it doesn't see like I'll have to much more time to do anything else soon. I've been super busy with moving into the new home and busting out projects that needed to be done right away such as putting up a privacy fence so my Great Danes wouldn't jump over the three foot ones that were present.

On top of moving, my 2.5 year old female Great Dane just gave birth to a litter of 14 beautiful babies. This is a monster litter and my fiance and I have had to do a lot of extra work recently to make sure everyone is eating and staying healthy. It has been insane and although this was a planned pregnancy, we didn't expect her to have as many as she did.

With all that being said, the market has been up and down and my account hasn't really grown much in terms of appreciation and I wasn't able to really invest much last month due to financial restrictions and obligations. 

I did bring in $224.76 in dividend income which is absolutely amazing. I was paid out by eight      companies.

  • PG 14.34
  • OHI 24.81
  • MAIN 19.42
  • STAG 13.29
  • O 15.93
  • EPR 12.96
  • ABBV 29.73
  • T 94.58

This payment represents and increase of 186.34%. This is a massive jump over last year and it's all thanks to ABBV announcing a massive dividend increase and the addition of monthly payers such as O, STAG, EPR and MAIN. 

I also had an amazing month in terms of expense. I don't expect this to last however as this new house we are in requires a lot of TLC. I'm still going to try to keep expenses low but all the appliances need to be replaced and we have a lot of home projects planned to get this house up to par. I'm not to worried however as we are gong to be making some extra money from breeding these dogs and I'll be able to invest over half of it. 

May Expenses = $2,071

The next category is account growth. I had another relatively flat month due to my inability to invest more fund into the market. I did make a nice chunk of change in terms of dividends and I also saw a nice increase in terms of capital appreciation and my account only swung to an increase of $1,200 or 1.86%. Next month is going to be a good one however as I've started to invest a good chunk of capital going into June. 

Overall I can't complain about a monthly growth of 1.86% in total account value when I wasn't able to invest a dime last month. If this rate kept up I'd be retiring sooner then anticipated. The independence Fund is really starting to pick up momentum and It's encouraging to see it growing more and more every month. I'm locking in on that $100,000 mark and I've heard that after that it only gets easier. 

After all is said and done. I did do a bit of purchasing at the time of writing this article and my new expected annual dividend income is now sitting at a whopping $3,593.876!!! I'm very close to breaking the $4,000 mark and at this rate I expect to be breaking that and hopefully my 2018 goal of $4.5k per year. I have my fingers crossed and it is definitely helping with all the aristocrats nearing their 52 week dividend yield high of around 4%.