2017 is over, and although it seems like it went by extremely fast, I am excited by what was accomplished, and what 2018 has in store for us.
In 2017 the following 3 things happened which shaped the way the year went for me:
One of my first blog posts I wrote was my goals for 2017, and although I didn’t accomplish all of them, considering I only had 6 months since writing them down I think I did okay. Here is a quick reminder of what they were – and how I did:
Personal Goals (Completed 4/5)
Oddly enough, the only goal I wasn’t able to accomplish was what would SEEM like one of the easiest. That said there were multiple times that I did try to get out to new places, a lot of the time she was just too tired, we couldn’t get a sitter, etc. I guess in 2018 I’ll need to try a bit harder.
Financial Goals (Completed 2/3)
2018 was a pretty good year for the portfolio, and I believe I would have hit all three targets if we hadn’t spent a bit more on the house than we had originally planned. That said, we love the house and I have no regrets.
Even though my portfolio fell short of the aggressive $320,000 goal I had set, I did hit a new milestone in 2017 as my portfolio finished the year at $301,375.67 which was the first time it broke $300,000! My portfolio started the year @ $251,880.81 which means I was about 500 dollars away from a yearly increase of $50,000!
My goals for 2018 are going to be short and sweet:
2018 Personal Goals:
2018 Financial Goals:
Now onto the fun stuff….December Update:
Personal Highlights for December:
Financial Highlights:
Passive Income Update For December 2017.
J’s TFSA:
Diversified Royalty: $9.03 (Dripped 2 new shares)
Lucara Diamond: $7.00 (have since closed this position)
Artis Reit: $49.59 (Dripped 3 new shares)
Plaza Reit: $24.62 (Dripped 6 new shares)
Ambers TFSA:
Chorus Aviation: $10.76 (Dripped 1 share)
Intertape Polymer: $49.49
Alimentation Couche Tard: $11.25
TOTAL TFSA’S: $202.59
RRSP:
Canadian Equity Income Distribution: $213.01
Global Dividend Fund Distribution: $422.33
Total Passive Income July 2017: $837.93
Portfolio Update:
With the contributions to Amber’s TFSA, my continued bi weekly contributions and this seemingly never-ending bull market our portfolio hit an all time high: $301,375.67! Looking forward to see what 2018 brings!
Looks like a fantastic 2017 for you and your family. I think you will be very happy once you get rid of those mutual funds. All the best in 2018 buddy, can’t wait to read your 2018 journey. Happy dividend collecting 🙂
LikeLike
Seems like a great yr. Congrats on hitting a 300k portfolio. Thats impressive itself! Seem like some nice goals for 2018. Go get em!
Cheers
LikeLiked by 1 person
300k in stocks in amazing mate! Congrats! Switching to ETFs is a very good move. Do you have access to admiral or institutional funds?
LikeLike
Thanks guys.
Last I spoke with my bank I did have access to them…they want to set up a meeting to discuss with me – though I am still leaning towards owning individual stocks. I’ll probably take the meeting and see what they offer first though…
LikeLike
Congrats on hitting the 300K portfolio value. That’s an incredible milestone! Can’t wait to see how it will work out for you in 2018! Best of luck!
LikeLiked by 1 person
Pingback: Well that was easy…How a 1 hour bank appointment will save me over $20,000 – MoneyMaaster.com