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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.
2017$2,067.19$2,159.57$2,150.41  $3320.46
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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