Quarterly Update – Q3 2018

A long overdue post. Due to busyness on both personal and professional front, I had ignored updating the blog a bit over the past month or two. But here is the quarterly update for Q3 2018.
Welcome to the quarterly update for Q3 2018. This is part of  a series where I track our financial progress on a quarterly basis. I present three parts in this series: (i) Investment & Portfolio Update, (ii) Passive Income Update, and (iii) Goals Update.

1. Investment & Portfolio Update

Q3 2018 saw a some decent activity in our portfolio.
We added to the following positions.

We closed positions in

  • (none)

We continued adding to the following funds

Q3 saw no dividend increase announcements in our portfolios 🙁 The following calendar provides a quick overview of changes in our portfolio.

2. Passive Income Update

A big drop in quarterly passive income front. During the quarter, we managed earned a passive income of $1,753.44.

Year Q1 Q2 Q3 Q4
2013 $383.65 $516.32 $718.33 $1,063.97
2014 $1,322.47 $951.18 $1,055.79 $1,803.90
2015 $1,546.87 $1,960.10 $2,076.81 $2,256.01
2016 $2,167.95 $2,404.43 $1,965.95 $2,561.37
2017 $2,067.19 $2,159.57 $2,150.41   $3320.46
2018 $2,454.61 $2,515.43 $1,753.44

You can read previous quarterly updates here.

3. Goals Update

Onto the goals that I set and see how we did overall on that front.

  • Earn $11,000 in annual passive income – Falling behind
    • Passive Income YTD is $6,656 (60.5% achieved)
  • Pay down an extra 25% towards our mortgage debt Completed!
    • During Q3, we made extra payment totaling ~52% of our annual mortgage dues!
  • Portfolio rebalancing & diversification focus – No progress here and needs attention.
    • More passive investing. Target 60/40 for passive/active
    • Rebalance stock portfolio to reduce materials exposure. Target 35%
    • Asset class diversification. Reduced equity focus and increased international exposure

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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.

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