- Income portfolio began in 2008.
- $50,000 passive income target.
- $1,000,000 at 5% will yield $50,000 per year.
- Calculation of Total Book Value Required: $50,000 / % yield = Book Value (eg. 4.31% = $1,160,092.81)
- Next major update: End of Q4 FY2015 (October, November, and December).
- Shift focus towards quality and large caps.
- Here's how it has been coming along as of Q3 FY2015. (Values represent potential full year cash flow.):
- September 30, 2015 Totals (All accounts):
| Book Value | Year Div | ||
| Total | $262,529.033006 | $11,321.854040 | |
| Yield Total | 4.312610% |
- 3 goal posts: $17,160 (Approximate Minimum Wage), $25,000 (Half-way), and $50,000.
| Dividend Goal | % Completion | Remaining |
| $50,000 | 22.643708% | $38,678.15 |
| $25,000 | 45.287416% | $13,678.15 |
| $17,160 | 65.978170% | $5,838.15 |
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