Portfolio Update: June 2017

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?

For reasons of comparison: a year ago, at the end of June 2016my 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!

9 thoughts on “Portfolio Update: June 2017”

  1. Wow, that increase is amazing. My YoY% growth for dividends collected is the the same (around 124%), but money wise it is only like $100. So that makes your entire portfolio growth of over 100% that much more impressive. Keep up that growth!

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