Markets are up, the Benjamins’ portfolio is up, our march towards Financial Independence continues. I made two purchases in the taxable account: Abbvie and Walgreens Boot Alliance.
Here are updated account numbers as of June 30, 2018
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
Annual Income: Expected dividends from all holdings as a percentage of the overall goal
On to the numbers!
Savings Goal = 29.24% (+0.55%)
Dividend Yield = 3.38%
Annual Income Goal = 30.47% (+1.27%)