Portfolio tracking

Monthly income is a key metric for my portfolio. Every month, we have a choice to spend or reinvest in income, growth or cash.

On this page I am starting to track how the monthly and annual incomes grow over time. Our current investments in a a variety of leveraged and high yield exotic instruments that are not suitable for most people.

Over time, my intent is to vary the portfolio towards more safety.The income tracking is derived from Simplysafedividends.

Cumulative increase %age is relative to Jan 1, 2019 Net Worth of $2,805,083

Date PostedFor MonthMonthly Portfolio Income
(Taxable)
Monthly Portfolio Income
(Retirement)
Annual Portfolio Income
(taxable)
Annual Portfolio Income
(Retirement)
ExpensesNet WorthNW relative to Jan 1, 2019.

March 5, 2019Feb ’19$8,112$3,435$135,059$96,085$6,000$3,038,571+8.3%
April 5, 2019March, ’19$8,977$5,244$137,639$95,596$9,264$3,149,991+12.2%
May 5, 2019April, ’19$14,427$11,125$140,613$95,621$11,032$3,201,380+14.12%

YTD Expenses: $32,837