Tuesday, 13 August 2019

Monthly Financial Updates


This monthly sustainability report does not include any of my salaried income. The basis for this monthly financial review is to gauge the sustainability of the status of my financial independence based on the total amount of passive income received.


The month of July was a cold month for dividend income. The months of January, April, July and October are the beginning of a new financial quarter, and generally do not distribute dividend. Expense for wellness shot up due to recurring illness. Total dividend received for the period between January – July is at $16,412.26.


Mr Market has yet shown any sign of weakness, no trading was done for this month. Portfolio allocation currently at the ratio of 85% invested and 15% war chest. (This does not include any emergency fund which was set aside) Additional resources will be used to lower housing loan.


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