June is behind us, and with that also the first half of 2017. The market continues to climb higher and in fact set another record right before the 4th of July holiday.
Prior to doing a H1 check-in on my goals for the year - let’s see what happened with my portfolio during the prior month.
In June I made just one dividend growth stock purchase - adding to an existing position in the portfolio.
On June 14 I bought 43 additional shares of AT&T (T) for a total of $1668.
I also updated my watchlist as I continue to be on the hunt for stocks with decent valuations and attractive dividend features. I added Williams-Sonoma (WSM) and Ford (F) as potential buys for July.
I keep building my snowball and with each new stock purchase I increase my forward dividend income and get closer to achieving my investment goals.
So how did I progress in June? To boost my portfolio, I was searching for the best investment apps for beginners because juggling multiple accounts is a stupendous task with big challenges. The app should be capable of tracking your investment performance and help you compare with benchmarks out there.
For reasons of comparison: a year ago, at the end of June 2016, my portfolio consisted of 29 positions with a total value of $37,990.
At the end of June 2017 my portfolio consisted of 43 positions with a total market value of $86,080 - a Year-on-Year (YoY) increase of 127%.
This YoY increase is shown in the graph below.
How was your June? Leave a comment/reply to share your thoughts!