Portfolio Goals

Portfolio Goals 2020
Investment Capital: $150k
Dividend Income: $6,000

Portfolio Goals 2019
Investment Capital: $100k – Set aside 95k – Not Achieved
Dividend Income: $3,000 – $2,740 – Not Achieved

Portfolio Goals 2018
Investment Capital: $50k – Set aside $53k –  Achieved
Dividend Income: $1,500 – Collected $1,600 – Achieved

Portfolio Goals 2017
Investment Capital: $25k – Set aside $26k – Achieved
Dividend Income: $1,250 – Collected $514 – Not achieved