Polliesdividend

How far am I with my goals for 2018 – Q1 summary?

How did I do in the first quarter of 2018?

The first quarter of 2018 is already behind us. And I have written two different posts about my progress on my various goals. This post is just a summary of my progress on all my goals. Just take a look at Q1 review of my Vrijheid Fonds2018 for my review on my goals for my Vrijheid Fonds and if you want to know what my progress on my goals for my website, take a look at What did Q1-2018 bring for Polliesdividend.com?

 

www.polliesdividend.com 

 

 

 

Goal 1: Receive €3,600 in dividends 

In the first quarter I received € 685.87 in dividend income. At the end of the first quarter my projected dividend income for 2018 is €3,272.

 

Dividend Q1 Q2 Q3 Q4 Total
2014  90.11  509.38  226.04  289.32  1,114.85
2015  323.04  634.43  401.28  414.83  1,773.58
2016  511.80  769.88  1.148.63  649.08  3,079.38
2017 673.10  923.18  726.82  758.06 3,081.16
2018 685.87      

You can see that I’m still lacking a lot to reach this goal in 2018 ;-). So this goal is a bigger challenge than I original thought. In the next quarter I need to do a lot of thinking about this goal and if I need to be more realistic with this goal. Despite everything, I will still do my utmost best to maximize my dividend income for 2018.

Grade: failing!

 

Goal 2: More diversification in my Vrijheid Fonds

My Idea behind this goal is that I want to position myself appropriately to protect my Vrijheid Fondsand decrease my risk factor for when the markets really dip. In order to do this, I want to diversify geographically by investing more in European companies.

  2017 Q1 – 2018
NL/Europe 32.24% 33.95%
USA 52.78% 51.43%

Geographical diversification 4/1/2018

  2017 Q1 – 2018
Stocks 85.01% 85.38%
Bonds 6.37% 6.92%
Mix 6.79% 6.67%
Cash 1.82% 1.02%

Assets allocation at 4/1/2018

  2017 Q1 – 2018
Consumer Discretionary 19.98% 20.35%
Consumer Staples 20.74% 20.44%
Energy 15.33% 14.88%
Financials 3.92% 3.40%
Health Care 5.77% 6.48%
Industrials 0.96% 0.71%
Information Tech 2.51% 2.62%
Materials 1.26% 1.20%
Telecommunications 3.57% 3.23%
Utilities 2.21% 2.03%
REIT 8.77% 9.77%
Cash 1.82% 1.06%
Mutual funds 13.17% 13.82%
Total 100.00% 100.00%

Sector allocation at 4/1/2018

If we take a look at these tables, you can see a small adjustment in all three tables. I’ll keep working on these diversifications.

Grade: Passing!

 

Goal 3: Invest a total of € 7,500 new cash

In order to let my Vrijheid Fondsgrow, it needs fresh cash. This quarter I added a total of € 1,968 of fresh capital.

Every month I bought a lit bit more than € 100 worth of mutual Funds for my “Safe-haven-sleep-well”part of my Vrijheid Fonds. And I bought one new stock – Bayer AG, just click on Bayer AG to read my buy-report. And I bought some extra Realty Income (O). Read this post for some more information about this recent buy.

Grade: Passing!

 

Goal 4: €300 on passive income from side hustles

My current side hustles are:

  • Google AdSense
  • Bol.com
  • Amazon.com
  • Member’s Board
  • Euroclix – Click here to earn some extra cash with taking some surveys

4 out of 5 side hustle hasn’t paid out to me in the first quarter of 2018. Only my membership of the member’s board paid money out to me. They paid out a total of € 270 in the first quarter.

Grade: Passing!

 

Goal 5: Grow Polliesdividend.com to 36,500 views 

The numbers on my site:

Year Views Visitors
2016 – Q1 8,085 2,844
2017 – Q1 6,975 2,413
2018 – Q1 12,352 4,173

So as you can see, in the first quarter of 2018 I had a total of 12,352 page views. And I’m happy to report that this is an increase of almost 77.1% when compared to the same period in 2017. For 2018 it comes down to an average of 137 views per day (my goal for 2018 is an average ofa 100 view per day).

Grade: Passing!

In this same goal I set another sub-goal. I wrote that I’d try to have a least 4 guest-bloggers on Polliesdividend.com this year. This sub-goal I unfortunately have done anything about. I haven’t had a guest-blogger yet. So if you are interested in writing a guest-post on Polliesdividend.com, please contact me by email: Pollie@polliesdividend.com/

 

Goal 6: Write a least 75 post on Polliesdividend

I set my self a challenging goal, because I find it more and more difficult to balance my time between family, work, sport, books and Polliesdividend. Therefore I knew I had to change my routine to reach this goal. So in the beginning of 2018 I made a blogging agenda for my self, to better plan posts and it was also a way to motivate my self more to write posts. It took a couple of weeks before I really got started….. and I’m happy to report that in the first quarter of 2018 I wrote a total of 39 blog posts!!!

Grade: Passing!

 

Goal 7: Keep investing in my self 

For my physical sharpening I have been going to the gym almost two times a week in the first quarter. My mental sharpening I did by reading just one book and followed two webinars.

Lets take a look at the finance book on which I did a book review.

The Intelligent Investor – by Benjamin Graham
In my opinion, this book is a must read for all investors. If I have to sum up what I learned in this book, I would probably say that the best path to wealth in investing is patience, good research and avoiding mistakes

The Pollie-rating for this book is:

Pollie-rating

 

For the rest of 2018, I already have some books lying around that I want to read. Do you have a recommendation for a good book I should read? What is your favorite book about finance/investing? I like to here from you!

Grade: Passing!

 

Finally

Overall the first quarter of 2018 has been a good quarter for my Vrijheid Fonds and Polliesdividend.com  I’m passing 6 out of 7 of my goals. I’m proud of it!

How about you? How are you doing with your goals for 2018? Passing or failing?

Thanks for reading!

Cheers,

Pollie

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6 thoughts on “How far am I with my goals for 2018 – Q1 summary?

  1. Dividend Diplomats

    Pollies –

    I’ll have to say, it seems like you are progressing nicely throughout your year. Firing on all cylinders, no doubt. When you receive that side hustle $$ – do you plan on investing it? I would, that will help you get to the dividend goal faster!

    -Lanny

    1. Pollie Post author

      Hey Lanny,
      Yes I’m firing on all cylinders 🔥💥
      And of course, I’m investing all my side hustle income. It goes straight to my Vrijheid Fonds

  2. DutchIndependence

    It’s good to look back and see where you stand. I think you are having a great year so far and your blog posts have made (at least me) really think about what you wrote.

    Can I ask what kind of plugin (?) you used for your sector allocation table?

    DI

    1. Pollie Post author

      Hello DI,
      Yes I’m having a great year so far. If I look at today’s value of my Vrijheid Fonds, a big smile is on my face. I have a all time high ☄️
      I’m using just excel to make my tables
      I really love excel
      Cheers,

      Pollie

  3. Mr. Robot

    You seem to be right on track Pollie! Great to see an update post like this, it really shows your hard work at reaching your set goals.

    Keep it up!

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