| Overall, not a bad month!
With year end mutual fund capital gains and dividend disbursements plus a record dividend-receiving month in my taxable investment account, I did quite well. Overall, I reinvested about $550 of disbursements from all accounts in December for a 2011 total of about $1,350. Seeing that I invest about $1,500 a month on average, I'm almost to the point where I'm contributing 13 months-worth of investments in one year, not including capital gains.
Taxable account dividends I received in December of 2011:
01Dec, AFL, $31.19
01Dec, CHD, $3.47
01Dec, COP, $24.60
06Dec, V, $3.10
09Dec, EXC, $13.24
09Dec, XOM, $10.49
12Dec, TGT, $13.02
12Dec, MMM, $7.70
13Dec, JNJ, $18.94
15Dec, DOV, $8.56
15Dec, TAP, $13.91
16Dec, WM, $23.04
22Dec, BP, $9.06
30Dec, KWT, $41.71
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Dec 2011 taxable account total: $222.03
I continued contributing 20% of my salary to my 401(k) which allows me to sock away nearly $16,000 a year plus an additional $5,000 a year to the Roth IRA. I plan on lowering this to 15% in 2012 and adding the other few hundred to my taxable account in order to buy up more undervalued dividend stocks.
I'm doing my best to reach my goal of obtaining a net worth of $150,000 by the age of 30. I'll be 31 in February of 2014 and I believe I can make this goal. |