June 2018 monthly update

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%)

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