March 2018 monthly update

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.


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