Quick and dirty. As I learn more about dividend growth investing, modern portfolio theory, and consider the philosophical approaches of the great investors of our time I have slowly refined my own model and approach. Let’s take a look at the numbers.
These are actual returns. Solid, steady growth as I’ve remained consistent in my investing habits. This is all from money outside of my 9 to 5 job. I achieved my main objective, but I continue to invest, and I’m still not sure what my next big goal should be. I could be big headed and say $1,000 a month, but I might lose my motivation.
I’ve analyzed my holdings by asset exposure and sector.
I’m going to do my best to achieve a more balanced portfolio. Why? Because I don’t think I’m smarter than the people that do this full time. And I don’t have time. I can’t compete. Diversification protects me from my own stupidity.
Speaking of my own stupidity. I’m still aiming for a roughly equal dividend payout each month. I started with monthly payers and these still comprise the bulk of my portfolio, but every week that I have a little extra to invest, I purchase (at a higher cost) quarterly paying dividend aristocrats or kings. Boring companies that do well. I track that too.
I’m not sure what’s next, but these small goals help keep me motivated and on track. I want to purchase more boring companies that pay a quarterly dividend that grows regularly. I want to balance my asset exposure and the sectors I invest in. As for a larger number I should aim for right now? Who’s to say?