Wednesday, May 8, 2019

Quarterly Update – Q1 2019

Welcome to the quarterly update for Q1 2019. This is part of  a series where I track our financial progress on a quarterly basis. I present three parts in this series: (i) Investment & Portfolio Update, (ii) Passive Income Update, and (iii) Goals Update.

1. Investment & Portfolio Update

Q1 2019 saw a some decent activity in our portfolio.   We added to the following positions.
Partially closed position & booked gains in
We continued adding to the following funds
Q1 saw 5 dividend increase announcements in our portfolios. The following calendar provides a quick overview of changes in our portfolio.

2. Passive Income Update

During the quarter, we managed earned a passive income of $1,838.22.
YearQ1Q2Q3Q4
2013$383.65$516.32$718.33$1,063.97
2014$1,322.47$951.18$1,055.79$1,803.90
2015$1,546.87$1,960.10$2,076.81$2,256.01
2016$2,167.95$2,404.43$1,965.95$2,561.37
2017$2,067.19$2,159.57$2,150.41  $3320.46
2018$2,454.61$2,515.43$1,753.44$2,582.26
2019$1,838.22
You can read previous quarterly updates here.

3. Goals Update

Onto the goals that I set and see how we did overall on that front.
  • Earn $8,000 in annual passive income – On Track
    • Passive income YTD is $1,838 (~23% of the goal achieved)
  • Continue building Baby R2R’s portfolio – max RESP contribution & atleast two purchases in Nest Egg portfolio – On Track
    • RESP has been maxed out for the year & one purchase was completedin Q1
  • Mortgage renewal due in summer 2019 – No progress yet
  • Credit report checkup & fix any errors found – No progress yet
  • Read 25 books – On Track
    • Completed 8 books so far in 2019
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That’s all folks! Thanks for reading. Be sure to leave a comment at the bottom – I love to hear from the readers on your thoughts and opinions.

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