Building Wealth For Financial Independence and Retire Early
Achieving Financial Independence
Portfolio Overview: June 2024 The month of June marks a significant turning point for my dividend portfolio, with several strategic transactions and continued growth in passive income. My total portfolio value now includes substantial cash reserves following the complete liquidation of MOT and MXT positions, providing ample capital for redeployment into dividend-generating assets in the … Read more
Yep, i sold all my Metrics Income Opportunities Trust (MOT) and Metrics Master Income Trust (MXT) as the dividends just kept dropping. As can be seen in the table below Metrics Income Opportunities Trust dividends just kept dropping over a period of 8 months by 40% from peak while there’s been no change in interest … Read more
I am making some changes in my dividend portfolio and starting to refocus it on private credit stocks that pay monthly. A new stock added this month KKR Credit Income Fund (KKC). A listed private credit company dealing internationally. I will still keep PL8, but not adding any more. I did add some more Cromwell … Read more
In April I added another high paying dividend stock to my income portfolio. This time it’s Gryphon Capital Income trust GCI that mainly buys real estate loans and RMBS.Another private credit company that pays monthly dividends. Bough back into MXT as well as more funds became available. And added quite a bit more QRI. Dividends … Read more
Add some more Metrics Income Opportunities (MOT) during February and nothing else.Dividends are still high and I’m happy with the outcome so far. Dividends received for Feb 2024 MOT $420.52 PL8 $425.8 Tot $846 Total dividends for 2024 so far is $1527
Companies in my share portfolio that pay dividends in august are Metrics Income, Plato, Qualitas Real Estate. *Rio Tinto was added to the portfolio ex dividend. Amounts are gross dividends. And no dividend reinvestment programs have been activated.All reinvestment of dividends will be done manually. Metrics Income $27.90 Plato $6.32 Qualitas Real Estate $7.87 Total … Read more
I decided to work out a dividend calendar for 2023 so that I have a rough idea of when I will be receiving dividends and how much.Some companies only pay twice a year, other quarterly and 3 in my portfolio pay monthly dividends. Dividend payment months may change from time to time, but it still … Read more
Welcome to the June 22 update of Building A $500 A Month 100k Stock Portfolio continues as the markets become volatile and are faling world wide.5 purchases for the month of June, 4 new stocks and one increase in holding. New stocks added:CSR Ltd manufacture and supply of building products.BSP Financial Group commercial banking and … Read more
Forex June was a quiet month by design. Lots of of big news causing unpredictable forex market volatility so I decided to trade very small or stay out of the market all together. Forex gains for June 2022 was $2474. Total gains for the rolling 12mth period is $56756. Options Once again no options trading.Since … Read more
Setting investment goals is one of the fun things I get to do as an investor.2022 comes with lots of uncertainty and many popular finance speakers predicting a possible fall or crash in both real estate and stocks.I won’t let any of this affect my planning both for income and building wealth and assets. Will … Read more