Monthly Archives: May 2014

Monthly Portfolio Update – Apr 2014

My portfolio for April swelled due to my recent buys in Prospect Capital (PSEC)Realty Income (O), American Capital Agency Corp (AGNC) and  Annaly Capital Mgmt, Inc (NLY) besides additions in DRIP securities.

I’ve got 3 Portfolios: DRIP, HID1 and HID2 and new capital is distributed across these 3 portfolios in taxable accounts, so that when I become fully financially independent (FI), can live off from the passive dividend income and have flexibility. I also contribute towards tax-deferred 401K account in order to get employer’s match and lower taxes that I have to pay 😉 I started contributing towards Roth IRA so that when I am fully retired, I can withdraw any amount without having to pay any more taxes and worry about tax implications. Read More.

Thanks for reading.

How did your portfolio do in April?