Milestone Achievement #4 & #5


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It’s 2016 and our foot is on the gas going full speed ahead!  We are making great progress financially as we push forward towards FI.  We are ecstatic to announce we have reached another milestone, as a matter of fact, we took out TWO milestones in one transaction; the proverbial “two birds with one stone”!

On February 26, 2016, the previously mentioned purchase of PepsiCo. allowed us to cross overthe $5,000 cost basis plateau AND $5,000 New Life Portfolio value.

We are very excited about the growth we are seeing in our portfolio and the capital we have been able to put to work.  At the session close on Friday, February 26th, we have invested $5,094 into our portfolio, and the value, not including any dividends, stands at $5,035.

And we are just getting started.

The positions that we have in our Portfolio have been all over the place in terms of valuations.  OHI and HCP took some hits earlier in February due to OHI’s issues with HCR ManorCare (OHI followed in the decline due to being in the same industry), while at the same time several positions are doing well.  United Technologies (UTX) jumped on news of merger talks with Honeywell and Wal-Mart’s (WMT) share price has seen solid appreciation since we acquired shares at the end of 2015.  Overall, it’s good to see cost basis in line with the value.  It has recovered very well since the market fiasco that took place during January 2016.

While an increasing portfolio valuation seems nice, what we are more concerned with is actual dollars put to work.  The value of the total Portfolio could skyrocket tomorrow and tumble the next day after that.  What we care about is the safety of our dividend income stream and our return on dollars invested.

We look forward to what the future has for us.  It was not too long ago that we had a portfolio of $0 invested and $0 value.  What a difference a year makes!

You can see our previous milestones achievements by clicking on the links below.  Stay tuned, we should have another achievement coming soon!

2 thoughts on “Milestone Achievement #4 & #5

  1. […] we wrote about our portfolio achieving a Milestone, crossing over the $5,000 mark for cost basis and...
  2. […] we wrote about our portfolio achieving a Milestone, crossing over the $5,000 mark for cost basis and...

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