July 2018 Independence Fund Update


Another month has come and gone and boy oh boy was July a good one! Nothing makes me more excited then being able to write posts about my current month to month account happenings. It really makes my day when I look back on previous months and reflect on how much my account has been growing. 

I'm also grateful every month to be able to be a dividend investor as not a lot of people my age really care or get excited about investing altogether. Let alone dividend stocks. Most kids want to buy into high volatility stocks for that roller coaster ride. I have been there but I've learned my lesson. I'm extremely lucky to have stumbled upon dividend investing as it has completely changed my life and given me a new perspective into retirement. 

With all that being said, lets get into the good details about what happened last month. I broke a new record in highest amount of dividends received in a single month!! I brought in $393.35 in dividends which is no laughing matter. This record was achieved by receiving payouts from 11 companies and I also posted a $371.53 gain over 2017 which puts me at an astronomical gain of 1,657%!!! Absolutely crazy right?

  • KMB 29.59

  • WHF 28.79

  • MO 37.53

  • O 16.10

  • STAG 13.41

  • FRT 10.09

  • EPR 17.79

  • KIM 32.76

  • VTR 14.22

  • WPC 67.32

  • NRZ 106

  • Total dividends received $393.35

Let's move into the other great part of July. I was very busy with all the extra capital I infused into the portfolio and I sure put all that money hard to work already. At the end of the month my total annual expected dividend income is now at $4,365.86. I'm only $144.14 away from my annual goal of $4,500. I should have made it higher I guess. I'm also just shy of $16,000 away from hitting the annual goal and the big $100,000 mark! This has always been the coveted mark for investors as everyone always says the first 100k is the hardest and the rest is a breeze. I really thought I was setting hard goals that were stretch goals so to speak but I keep surprising myself once I crush my personal goals.

With being so close to breaking the $100,000 mark, I just posted a monster account growth due to all the extra capital we brought in from the puppies. I posted an increase of $12,644 or 17.57%!! This is absoluetely massive and I couldn't be happier with this number!

With all the success my portfolio has seen this month it just continues to encourage me to invest into high quality dividend growth funds. Their are still 4 months left in the year to really drive this account value up and I intend to continue to invest as much extra capital as I can in order to hit my goals by years end. 

I have my eyes on a few new additions and purchases also and I can't wait to build up even more capital in order to deploy it in the right companies. I'm really looking forward towards the sale of my rental property as I have plans to put most of the capital hard to work for me. I have been putting a lot of thought into how I'm going to disperse the capital and I think I'm going to be putting 1/3 of the money into my current mortgage and I'm going to be investing the other 2/3rds into high quality DGI companies. 

I'm super impressed and my portfolio is moving in the right direction. I'm going to be breaking my goal by years end even without the sale of my house so I couldn't be any happier with the results I've achieved without it. I'm actually really feeling like it is going to be possible to get my account value up into the 1 million mark.