Here are updated account numbers as of December 31, 2017
Formula = Savings x Yield = Annual Income
Savings: Total of all savings as a percentage of the total goal
Dividend Yield: Current yield of all tracked holdings (everything minus 401ks, currently)
Annual Income: Expected dividends from all holdings as a percentage of the overall goal (minus 401ks, currently)
On to the numbers!
Savings % = 25.46% (+2.98%)
Dividend Yield = 2.67%
Annual Income = 15.51% (+14.08%)
My 401(k) didn’t have any contributions this month, as I had hit the annual limit back in November. Likewise Mrs. Benajamins’ IRA generally isn’t being contributed to, although we did roll an old IRA of hers into this account this past month.
We’re contributing to both a taxable broker account as well as an account at Robinhood each month, as well as a small contribution to Fundrise.
Our expected annual dividends has increased over 14%, which is the main number we’re focusing on.