2019 Goals Review

At the start of last year I set some goals for myself. Let’s see how many of them I managed to achieve during 2019.

Photo by Isaac Smith on Unsplash

Financial Goals

  1. Grow passive income portfolio to €17000. For the third year in a row, I set a goal to reach a certain milestone for a portfolio. I didn’t manage to achieve the goal in the last two years. As they say, the third time is a charm. I smashed the goal, as my stocks portfolio was worth ~€20300 at the end of 2019. If I include P2P lending portfolio, it adds up to ~€21300. At the end of 2018, total portfolio was worth €10234, so it doubled throughout the year. It was mainly driven by portfolio contributions (~€6300) but market returns also added a huge amount. Status – Passed.
  2. Receive €480 in passive income. Passive income for the year added up to €573.22, so I am happy to say that the goal was beaten by a big margin. It consisted of €82.58 from P2P lending and €490.64 from dividends. Status – Passed.
  3. Raise PADI (Projected Annual Dividend Income) to $450 from US companies. At he beginning of 2019 PADI from US companies was standing at $236. Due to portfolio contributions, dividend increases and moving my US holdings to another broker to reduce tax on dividends, it was raised to $513. Status – Passed.
  4. Contribute €600 to our daughter’s fund. This one was pretty simple. I just added €50 to my daughter’s ETFMatic portfolio every month. Currently, her fund is worth €733. Status – Passed.

Fitness Goals

  1. Finish “Lithuanian Triathlon Cup” in top 20% of my category. I participated in 5 out of of 7 stages of Lithuanian Triathlon Cup this year. To sum up the results, I ended up on the 66th position out of 270 men in Olympic distance category. This puts me in top 25% of the field. Status – Failed.
  2. Run a marathon in 3:45. I decided to skip marathon training this year, so didn’t even attempt to complete this goal. Status – Failed.
  3. Complete Half-Ironman distance triathlon in less than 5:39:43. Similar to previous goal, I didn’t participate in Half-Ironman distance triathlon this year, so I automatically failed this goal as well. Status – Failed.
  4. Be able to do 20 pull-ups. Last fitness goal was to improve my results in pull-ups and general fitness level. At the beginning of the year I was able to do 3 pull-ups. I did some progress and am now able to do 10 pull-ups but it’s pretty far away from the goal I set to myself. Anyway, I am still happy with this one. We are doing various exercises three times a week before lunch at work consistently. I even encouraged a few colleagues to join me and hopefully improve their health, so that’s another win :). Status – Failed.

Personal Development Goals

  1. Read 15 books. During 2018 I managed to read 12 books, so I upped the goal to 15 for 2019. Unfortunately, I read less than in previous year. I finished only 9 books in total:
    1. “Sapiens: A Brief History of Humankind” by Yuval Noah Harari;
    2. “The World in Conflict: Understanding the world’s troublespots” by John Andrews;
    3. Kaip užauginti žmogų. Mintys iš vaikų psichologo dėžės” (“How to raise a human”) by a lithuanian children psychologist Aušra Kurienė;
    4. Stepių vilkas” (“Steppenwolf”) by Hermann Hesse;
    5. CEO, China: The Rise of Xi Jinping” by Kerry Brown;
    6. Daktaras Miegas” (“Doctor Sleep, The Shinging #2”) by Stephen King;
    7. “Carrie” by Stephen King;
    8. Karo Lakūnas. Pietų Paštas” (“Pilote de Guerre; Vol de Nuit”) by Antoine de Saint-Exupéry;
    9. The Whole-Brain Child” by Daniel J. Siegel & Tina Payne Bryson.

Status – Failed.

  1. New IT certification. Lastly, I had a goal to achieve some new IT certification. This year, I added ITIL V4 Foundation to my list. Status – Passed.

Summary

I only achieved 5 out of 10 goals this year. All of the financial goals were achieved, while all of the fitness ones failed.

Anyway, I am pretty happy with the result. It’s nice to look back and see that you are in a better situation than you were yesterday. Currently, I am still thinking about my goals for 2020. My next post should be about that.

How was your year? Did you manage to achieve your goals? I would love to read your comments!

13 thoughts on “2019 Goals Review

  1. Hi, nice goal recap. Congrats on breaking financial ones and sad you missed (same with me) spot goals. Its normal your sport activity decrease with children ariving, but most important not to abandon them tottaly. 10 pullups is a thing. Maybe you put too high goals. Lets see who will reach 1kEUR dividend mark first 😉

  2. Great review of you goals from last year! Hopefully it helps with future goal-setting. One of my goals in 2019 was to be able to do a planch pushup (pushup w/out feet). I just barely reached the goal. Let’s hope – and work hard – to accomplish our 2020 goals.

    1. Thanks a lot Brian! Wow, congrats on being able to do a planch pushup. I remember you setting this goal, it’s an incredible exercise. Perhaps I should add it to my goals list for this year 🙂
      Good luck in 2020!

  3. Overall it looks pretty good. Love that you tripled your pull-up ability. If I could do just 2 exercises, pull-ups and deadlifts would probably be the two. I’m planning on 2020 being a much better year for my physical health, our financial healthy is pretty solid.

    I didn’t get through nearly as many books as I’d have liked, but adjusting to a 2nd child didn’t help. I tried reading Sapiens early in 2019 and just couldn’t really get into it. I got about 1/3 of the way through then put it down for something that was more interesting. Maybe 2020 will be a better year for me to try Sapiens again. All the best!

    1. Thanks a lot for the encouragement JC! Pull-ups and deadlifts are great exercises, if you do them right.
      I feel you about Sapiens. It wasn’t an easy read, to be honest. Having children definitely plays a part in how much time you have for reading. But you can always squeeze in some, if you are willing to sacrifice other activities. For me, it’s often much easier to watch some Youtube videos during free time, but I try to do at least some reading before that 🙂
      Good luck in 2020!

  4. Pačius sunkiausius tikslus apleidai. Negerai, reikia grūdinti savo charakterį. Gauti algą ir nusipirkti akcijų yra juokų darbas. Tavo vietoje maratonus, prisitraukimus ir dalykus susijusius su sportu, sveikata ir disciplina statyčiau į pirmą vietą, o tokių dalykų kaip pervesti pinigus į IB ir nusipirkti akcijų (portfelio vertės auginimas) išvis nedaryčiau kaip kažkokio tikslo. Jau geriau tada tikslas sutaupyti tam tikrą procentą pinigų, nes bent reikia valios ir strategijos. Linkiu šiais metais nusistatyti sunkius ir reikšmingus tikslus, kad pasiekęs juos didžiuotumeisi savimi. 🙂

    1. Ačiū už komentarą ir nuomonę! Aš į pirmą vietą dedu savo šeimą ir jos ateitį, tad kokius tikslus prioritizuoti nuspręsiu pats 🙂

  5. Well your fellow DGI community bloggers will be pleased with your financial results! Clean sweep! Congrats on that. Nothing to be upset about with reading 9 books either. 10 pull ups is fantastic considering your started at 3…reset the goal for 2020.
    Look forward to seeing your 2020 goals, BI

    1. Thanks a lot Passive Cash!
      I will publish a post about the goals for 2020 soon. Hopefully, I will be able to achieve most of them 🙂

  6. Good job overall on your goal achievement, BI. With so many goals it can be hard to achieve them all. However, stay agressive. Nice work on the financial goals though!
    I’d imagine it might be difficult to get up to speed again on your fitness level for the marathons and triathlons after a year off. However, I’m sure you remained active, just not at that level.
    Looking forward to seeing what you put on your goal plate for 2020…

    1. Thanks a lot for the comment and encouragement ED!
      I am finalising my post for 2020 goals, so I should publish it shortly 🙂

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