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My Journey to Financial Independence

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Author: brokeinvestor

January 2024 Summary

Welcome to another monthly review of passive income for my portfolio. Let’s see what the first month of 2024 brought. Dividend Income During January, one company from my portfolio paid a dividend: $8.04 from W.P.Carey is actually smaller than what they paid out three months ago ($10.01). As I mentioned in previous post, the companyRead More

brokeinvestor February 17, 2024February 17, 2024Leave a comment

December 2023 Summary

Happy New Year, everyone! 2023 is gone, which means that it’s time to report passive income for the last month of the year. Dividend Income As always, let’s start with dividend income. During December, I received dividend from 2 companies: Discover Financial Services delivered their first dividend to me, while Target was the first companyRead More

brokeinvestor January 6, 2024January 6, 2024Leave a comment

November 2023 Summary

November is over, which means that it’s time to review passive income for the month. Let’s see what the last month of Autumn brought. Portfolio News I will start with some interesting news from one of my companies. W.P.Carey completed a spin-off of 59 office properties into Net Lease Office Properties (“NLOP”), a separate, publicly-tradedRead More

brokeinvestor December 9, 2023January 6, 2024Leave a comment

October 2023 Summary

Another wonderful month has passed. We finally had our vacation abroad after a 5-year break. It was the first journey to another country for our daughter as well. Even though it took ~5 months of saving €500/month for the vacation, it was totally worth it and we are planning to have a similar vacation nextRead More

brokeinvestor November 4, 2023November 4, 2023Leave a comment

September 2023 Summary

Just like that, the first month of Autumn is gone. Despite bigger traffic jams and higher number of people in the office, it didn’t feel like Autumn yet. The weather was still very warm for most of September, so we can’t complain. Purpose of this post is not discussing the weather, though. It’s to seeRead More

brokeinvestor October 2, 2023October 2, 2023Leave a comment

Recent Buys – September 2023

September was quite an eventful month for my investments. I made 3 purchases in total. One of the investments went to a new company and I also made two small additions to existing companies in my portfolio. Let’s see what I bought this month. Discover Financial Services (DFS) Recently, I shared a watchlist of financialRead More

brokeinvestor September 24, 2023September 24, 2023Leave a comment

September 2023 Watchlist – Financials

I have accumulated enough funds for a bigger purchase, so now I am looking for a candidate to join my portfolio. Looking at my portfolio composition, my next purchase should go to a company from Financials sector: To start with, I came up with a list of 10 companies in the Financial sectors and comparedRead More

brokeinvestor September 17, 2023September 17, 2023Leave a comment

August 2023 Summary

August was a great month in many perspectives. Me and my wife have visited a music festival and it was a blast. It was the first time when we left our daughter overnight (actually, two nights) and it went very smoothly. Later in the month our family spent a couple nights in a small houseRead More

brokeinvestor September 8, 2023September 8, 2023Leave a comment

July 2023 Summary

Another month has passed and we are into the last month of the summer. This summer has been pretty active for us. I guess there were only a few weekends when we stayed at home with our family. Now let’s jump to passive income report for July. Dividend Income Just like every month so farRead More

brokeinvestor August 19, 2023August 19, 2023Comments (2)

June 2023 Summary

It’s almost the end of July and I haven’t posted my summary about passive income for June yet. The life has been busy lately. We are spending quite a lot of time outside with the family. I also got an opportunity to start an intensive course about Data Analytics, which is also taking big amountsRead More

brokeinvestor July 21, 2023July 21, 2023Leave a comment
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