Doing progress reports every quarter seems redundant. Therefore, I created this page with my current holdings. I will update this post periodically, as new stocks are bought and dividends are reinvested. As you can see, the top images from my brokerage account show the company ticker, # of shares, valuation, dividend, P/E, and gain/loss. Keep in mind the gain/loss DOES NOT account for the company’s dividend. Gain/loss only accounts for capital gains. The next chart shows the total portfolio value over time. This does not include the cash in my checking/savings accounts or my bitcoin holdings. The 3rd image represents a tool on TD Ameritrade that helps me track my projected dividend income. Over the next year I am projected to earn over $6,500 in dividends. Since 2016 the portfolio has generated over $21,000 in dividends and nearly $63,000 in capital gains. Finally, the last chart is more data provided by Ameritrade, breaking down my portfolio by geography.
DISCLAIMER: I own and I am long on the stocks mentioned above. I am not a licensed investment advisor or tax professional. I am not liable for any losses incurred by any parties. This blog should be viewed for entertainment and/or educational purposes only. Any transactions published are not recommendations to buy or sell any securities. Please consult with an investment professional before making investment decisions.