March was a bit of a slow month, as we saw the overall market decline a bit again and we didn’t have anything outside of our monthly contributions added to our account totals.
Here are updated account numbers as of March 31st, 2018.
Formula = Savings x Yield = Annual Income
Savings: Total of all savings as a percentage of the total savings goal
Dividend Yield: Current yield of all holdings
Annual Income: Expected dividends from all holdings as a percentage of the total income goal
On to the numbers!
Savings % = 27.05% (+0.02%)
Dividend Yield = 3.22%
Annual Income = 26.76% (+0.64%)
As we’ve seen prices fall, naturally that causes the overall yield to increase. Since nothing in the portfolio announced a dividend reduction, the new new purchases saw our total future income increase. I love that silver lining while watching prices fall.