Let’s have a look at what the beginning of 2017 brought me in dividends.
– National Grid: €36.48
– Solvay: €66.53
– Wal-Mart: $11.30
– Altria Group: $5.45
– Walt Disney: $6.50
– Verizon Communications: $13.74
This adds up to a total of €137.90 (used conversion rate: 1,06 USD = 1 Euro) for January & February.
It’s not bad, although February was a pretty poor month dividend-wise. January exceeded the €100-mark by a distance, which is nice to see.
Small bonus: the government paid me an extra €112 above my normal wage for a 2-week manoeuvres abroad, to cover the small expenses. I barely had any, so just nod and smile. Of course this will integrally go towards the portfolio.
I regret not buying more Altria Group & Disney when I took positions. Both positions are rather small compared to the other stocks in my portfolio, yet I have high expectations of them for the future.
Now, let’s take a look at the net worth.
- Stocks & Investment Cash: €89,000
- Bonds: €8,200
- Pension funds (stocks+bonds): €4,700
- Mortgage Insurance: €3,000
- Cash savings @ bank : €800
- Piggy bank (cash from parents untill I turn 24): €22,000
–> Total net worth: €127,700
Excluding the piggy bank (which is not available yet, but on my name), my net worth stands at €105,700. This means I’m well on my way to reach my 2017 goal of amassing €125,000.
The last months have been very profitable on the stock market, which boosted the portfolio value.
Note: I didn’t add the value of my car, laptop, phone or any other valuable liabilities. It doesn’t seem interesting to me, because they are not assets. Honestly I don’t give a damn if someone would pay €6,000 or €8,000 for my car, as I’m not selling it.
I expect March to be a very profitable month, as I have been waiting for a payrise and retributions on the difference (even maybe a small promotion bonus, not sure about that one). I will probably pay my August holiday with the retributions, this way the investment ratio stays about the same.
How is your net worth evolving?