Quarterly Update – Q3 2019

Welcome to the quarterly update for Q3 2019. 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 2019 saw a lot of activity in our portfolio.   We added to the following positions.

We closed position in

We continued adding to index funds as well as shown in the image below.

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

During the quarter, we managed to earn a passive income of $2,531.04.

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 $3,320.46
2018 $2,454.61 $2,448.09 $1,753.44 $2,582.26
2019 $1,838.22 $2,501.02 $2,531.04

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 $8,000 in annual passive income – On Track
    • Passive income YTD is $6,870 (~85% of the goal achieved)
  • Continue building Baby R2R’s portfolio – max RESP contribution & atleast two purchases in Nest Egg portfolio – Completed
  • Mortgage renewal due in summer 2019 – Completed
  • Credit report checkup & fix any errors found – Partially completed
    • I completed the check and found some outdated information on the report, which I need to follow up and get it corrected
  • Read 25 books – On Track
    • Completed 21 books so far in 2019

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That’s all folks! Thanks for reading & be sure to leave a comment below.

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