Here's a list of mostly everything. At least everything I'm willing to share. I'll try to keep it up to date as best I can to the best of my knowledge.
Last Updated: 6/5/15
The 'Portfolio' shows a summary of all the different accounts.
The 'Stocks n Stuff' shows a summary of all items invested in through accounts including Loyal3 or other brokerages. This may include stocks, funds, ETFs, etc.
View the spreadsheet in BIG size
Great looking start, and I'm sure you will continue to build your passive income stream as time goes on. As I mentioned in another comment, show a year-to-date column, it would really show how much income you've produce and the growth you're experiencing!
ReplyDeleteThanks for stopping by. I just added the year to date column. It looks inflated due to a big dividend in Sept from the IRA. We're lucky to have started with the work-sponsored plans early.
DeleteHappy to have found your blog. Passive income is neat :) Keep building your dividend growth stock portfolio and don't chase yield. You'll do just fine.
ReplyDeleteI was going to go with 'Passive Income is NEATO SHMEATO!' But decided to scale it back a little.
DeleteHey hey! This is a great start!
ReplyDeleteStay consistent, do your research, don't chase yield, and soon you're going to end up with a passive income-generating machine!
Thanks for the comment. It can feel daunting when you're just starting out and reading up on the success of so many other people. But you gotta start somewhere. i'll just keep plugging away and the ball will get rollin'
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