Thursday, February 16, 2017

Portfolio Value: January

Here is my January portfolio growth.  

Please see the chart below for the updated chart with my portfolio value:



My portfolio value grew from $23,723 from 1/1/17 to 28,448 on 2/2/17.  Pretty choppy graph of my portfolio value since I started the blog.  The dip was due to me selling the majority of my FUSEX mutual fund and reallocating some of the money to invest in Fundrise (which I should update to show in my portfolio).  Kind of regretting that right now as I figured I would quickly get to repurchase it cheaper.  Also wanted to lock in some taxable gains for the year in 2016 vs potentially in 2017.  Hope to get in at a good price, until then will continue to invest $200 a month into the fund.  In the future, I won't do this at such a big hit to my portfolio.  I invested $4,105.95 in January and the rest of the growth ($619.05) is due to appreciation.

Slow and Steady!

Cheers,
The Dividend Mogul

6 comments:

  1. Hi DividendMogul,
    Congrats on adding over $4k of new investments last month! Looks like good progress to me once the FundRise investment is added back into the portfolio value.
    If I sell an investment in my portfolio, it simply increases the amount of cash in the portfolio until I make another purchase, so the overall portfolio value doesn't drop. You should include the FundRise investments in your numbers so you won't see such large dips.
    Best wishes,
    -DL

    ReplyDelete
    Replies
    1. Dividend Life,

      Thank you for stopping by. That's a good point, I need to include the Fundrise investment into my portfolio value; however, I never actually included it in the value - the dip was due to me selling FUSEX.

      TDM

      Delete
  2. I would LOVE to hear more about your FundRise experience! I've been looking at them for awhile, but there's the minimum $1,000 investment. Please share!

    ReplyDelete
    Replies
    1. Thanks! Yeah the minimum is quite high - let's see how our first full year goes. Love the concept, hoping it follows through.

      TDM

      Delete
  3. Wow $4k savings in one month! That is impressive as all hell

    ReplyDelete
    Replies
    1. Thank you! not all savings some was just reinvested from a sale!

      -TDM

      Delete