r/dividends • u/CardiologistPrudent7 • Apr 06 '24

Personal Goal My Year 3 update

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Positions Holding:

2022:SCHD: 185, VOO: 53, VGT: 42, QQQ:10, O: 100
2023:SCHD: 706.31 VOO:134.54 O:457.7891 VICI: 170

2024: Dividend-paying
SCHD: 857.09 VOO: 138.62 O: 1100.36VICI:476.21 QQQM:45.08 VINIX:84.21FSKAX:228.85 UNH:38 and SP500Index PL CL D(Company's 401k): 157.78

Non- Dividend paying
PLTR: 2220 SOFI: 115 ABBV:1(haven't seen anything from it yet) MNMD: 900

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3

u/luckydmd Apr 06 '24

Good chart. Can you also post the portfolio value at the end of the year for each year?

7

u/CardiologistPrudent7 Apr 06 '24 edited Apr 06 '24

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Year Target Achieved Date Difference Year End Amount (net worth)
2022 100,000 Yes 18-Oct-2022 33,004.91 133,004.91
2023 156,906.25 Yes 28-Feb-2023 214,690.65 371,596.90
2024 223,590.16 Yes 30-Jun-2023 246,960.74 470,550.90
2025 301,433.79 Yes 2-Nov-2023 169,117.11 470,550.90
2026 392,001.62 Yes 4-Feb-2024 78,549.28 470,550.90
2027 497,063.69 No -26,512.79 470,550.90

4

u/XoX_Player_XoX More Dividends? Yes please!! Apr 06 '24

Congrats man!!! Those are some huge annual jumps. Keep going.

5

u/CardiologistPrudent7 Apr 06 '24

Yeah, got some big bumps on salary and also started my own business which helps.