1. Investment & Portfolio Update
Companies listed without any activity during the year mean that we did not add or remove these positions in our portfolio, nor did those companies have any change in dividend policy. These investments remain dormant in our portfolio.
2. Passive Income Update
Our total annual passive income totaled $9,099.70! Needless to say, I am extremely pleased with my progress over the years and I just managed to clear the goal of reaching $9K in annual passive income.
On a quarterly basis, our passive income saw another all-time high in Q4 2015.
You can read my previous quarterly updates here.
“Other” Passive Income
Passive income that we achieve is split between investment income via dividends + options and what I call other sources of passive income, which includes cash back rewards credit card, affiliate programs, advertising revenue from this blog, interest on cash and writing premium articles for Seeking Alpha. As you can see from the chart below, our other category has performed well through 2016. This other income gets transferred into our investment accounts helping us compound our investment growth.
3. Blog Update
Based on the pageviews, the following were the most popular posts on Roadmap2Retire.
- Top Investment Picks for 2016
- Recent Sell – The Big Reset Edition
- Annual Update – 2015 Review
- Where to Get Good Dividend Investment Ideas
- Why I Stopped Making My Financial Advisor Rich
A wide variety of topics based on reader preferences, including a couple of guests posts. Its great to see the interest generated by these posts and gives me an idea of what the readers are more interested in.
4. Goals Update
Right. Onto the goals that I set and see how we did overall on that front.
- Total passive income of $9,000 Achieved!
- Our total passive income for 2016 was $9,099.70. I set a high goal at the end of 2015 and what looked like a failed goal even until a couple of days ago, it turned out that we had achieved this goal for the year. I am ecstatic with this progress and look forward to setting an even higher goal for 2017 and trying to beat it going forward.
- Achieve better balance across asset classes and sectors Achieved!
- For the time being, I am happy with our asset allocation…we are close to 1/3 cash, 1/3 real assets (gold/silver and real estate) and 1/3 in other DGI stocks. I have detailed the reasons for picking this in this post. This is a short term allocation, and I will be slowly adjusting our portfolio going forward to align with our long term goals.
- Take atleast two finance related courses Failed!
- I took only one course in 2016. The course was Financial Markets taught by none other than Robert Shiller. I was hoping to take another course in Q4 of 2016, but life got busier and I missed this goal.Take atleast two finance related courses
- Blog Growth: Achieve 15K pageviews consistently through 2016 Failed!
- I was not able to keep my blog traffic up and fell well below the target of 15K pageviews per month.
- Write an e-book Failed!
- I started writing an ebook earlier in 2016, but was not able to dedicate enough time to keep working on it. I have struggled with this goal for a few years now and hope to find enough time and motivation to work on this in the coming years.
That’s all folks! Thanks for reading. Be sure to leave a comment at the bottom – I love to hear from the readers on your thoughts and opinions.