My Investment Goals/Plan

Here are the rules/objectives for implementing My Dividend Investing Plan:

(1) Time Frame…

Start: May 2017
End:  May 2022

(2) Types of Securities…

Stocks, ETF’s, and Mutual Funds who’s primary focus is paying dividends and appreciation is secondary

(3) Financial Goals…

a. 5-Year plan…
b. $126,000 portfolio (principal investment)
c. $1,100+ monthly income from dividends
d. Receive a daily dividend paycheck…or as close to it as possible

(4) Structure of My Dividend Portfolio…

a. Approximately 80% of the portfolios securities must pay monthly dividends once the portfolio is at it’s maximum number of securities
b. All dividends are to be reinvested unless the security’s PE is excessive. Under these circumstances, all dividends will be collected and reinvested in another security
c. Any security sold will be reinvested into another security for this account
d. Between 20-40 securities
e. Try and focus on securities under $25

(5) Frequency of Investments / Sources of Funding…

a. Regular income- weekly investments between $250 and $800
b. Any cash back money received from credit cards, etc.
c. Any bonuses or other income received

(6) Brokerage Company Used…

Capitol One

Disclaimer: We do reserve the right to change the rules as deemed necessary…

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