Portfolio

These are the statistics I have at the moment and will update this page once my goals are developed into a proper plan. Estimated annual income does not include my Betterment dividends, I think they send out quarterly statements and I am trying to figure out the best way to include that information into this monthly table.

Monthly Portfolio and Dividend Income Progress

Month % Change EAI* AMI* Notes

January 2017

2.88%

$656.00

$54.67

February 2017

2.63%

$710.45

$59.20

March 2017

3.12%

$687.54

$57.30

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*EAI = Estimated Annual Income, derived from my monthly statements.

*AMI = Average Monthly Income (EAI / 12)

*I have decided to remove my net worth from my site for the moment. Considering if I should add it or not.