Just like that 2013 flew by for me. I stayed extremely busy between work, traveling, personal life and this blog. It was also an incredible year for my DG portfolio. My portfolio and this blog grew by leaps and bounds. Below I’ve posted a full year update on what has happened.
I started the year with a value just over $94,000 for my DG portfolio. Due mainly to the investment of additional capital and also some market gains, I finished the year with a portfolio value of $240,000. That’s an increase of $146,000 or 155%!
All of my purchases can be found by following the “Buys” label here.
Shares of Walgreen’s (WAG) rose substantially and I broke the 100% gain on a single stock milestone.
Shares of Towergroup (TWGP) plummeted from over $20/share to now $3/share!
This caused a large chunk of dvidends to be lost as well as a capital loss.
I did extremely well here. I already posted a full yearly review of my options trades. The link is at the top.
My total for the year was $5814.52 , up from $1791.55 in 2012 for an increase of 225%. My expected future 12 months of dividend income has increased to $8724.62 from $3954.05, an increase of 120%. I’ve updated my dividend income on my Dividends tab.
I don’t expect these types of percentage increases to continue but I have set some very aggressive goals for the year.
Below is my Forward 12-month dividends graph since the beginning of 2013. I love how the graph is pretty much at a 45 degree angle and keeps increasing each month.
Here’s my monthly dividends throughout the year. Notice the wavy graph due to the majority of companies I own paying out in M/J/S/D timeframe.
Next is a graph of my quarterly dividends. They have increased every single quarter except this most recent quarter. This is mainly due to VOD paying their larger dividend in the 3rd quarter and the elimination of TWGP from my portfolio. I don’t expect to have any more dips as my portfolio gets larger.
I’ve already posted a full year recap as well as my new goals for 2014.
I paid off the 2nd lien on my primary house in January. I had originally received an 80/10 loan in order to not have PMI. Since I didn’t have the 20% cash to put down I decided to go this route and aggressively pay of that second lien within about 6 months.
I had solar panels installed on my home which should save me a lot of money in 2014 on my electric bill. You can find out more about that here. I plan to post updates throughout this year.
I’ve also successfully bought an office condo to move my business into. I’m still working on a post for that one. It closed at the end of the year and I’m working on the build out of the interior.
It’s going to be tough to beat the success I had in 2013. I have set some very aggressive goals so wish me luck. I expect this will be an exciting year!
I appreciate everyone that has be following me along on this journey to FI and I hope everyone exceeds their goals for 2014!