January 2018 monthly update

Here are updated account numbers as of January 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 (now including 401k’s!)
Annual Income: Expected dividends from all holdings as a percentage of the overall goal (now including 401k’s!)

On to the numbers!

Savings % = 27.69% (+2.23%)
Dividend Yield = 2.88%
Annual Income = 23.60% (+8.09%)

The calculations saw some big swings this month, as I began to calculate our 401(k) savings and projected dividends into the equations, which was missing previously.

After a not-so-inspiring experiment with Groundfloor, we have begun a new endeavor with Peerstreet, to compliment our existing real estate crowdfunding investments with Fundrise.  This helped bump up the savings, dividend yield and projected annual income.  Trifecta.

 

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