yearly planner

Goals

*My ultimate goal is for my portfolio to cover all of my monthly expenses!

2020

  • 1) Fully fund my Roth. Done 
  • 2) Achieve $6000 dividends. $5500 estimate as of 7/21/20
  • 3) Achieve $7000 12 month forward dividends. $5704 7/21/20
  • 4) Add a minimum of $25000 spread across all accounts. $9000 7/21/20
  • 5) Update progress monthly on blog. failing at the moment

 

2019

1) Fully fund my Roth ~ done
2) Achieve $2500 dividends for the year! done
3) Achieve $3000 12 month forward dividends! done
4) Add to dividend stocks/ETF in my taxable account this year! did
5) Start a Blog to keep track of my progress reaching financial security! done

~ M

 

 

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