Tag: retire early

December 2023 Dividend Portfolio Update

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Where did December go? It feels like we just finished November and now here we are with our December 2023 dividend portfolio update! To be honest, we are happy to have these months start moving quickly. Winter is the worst part of RV life and we have a lot going on. We also have a lot to look forward to in 2024. If you haven’t see our previous post check it out here.

The markets continued to breakout higher in December. This move, along with some steady contributions, helped our dividend portfolio to close 2023 at an all time high. On the surface this looks great, however when we dig into our individual positions we hold a lot of 2023 laggards. The pessimistic view is that we underperformed the market. This was mostly because of our REIT holdings which had a rough year.

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Can’t Buy It? Build It!

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Now we are cooking with fire, figuratively and financially! Looking for our forever home has been a bit of a grueling process. We are happy to say that things are now progressing as we have changed direction from buying to building. If you are new to our blog and need to catch up on the developments then start here and here.

In short, we discovered a great home in a very nice area. One that checked off all of the boxes and then some. So we decided to put in an offer despite it being out of our price range.

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November 2023 Financial Update

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Welcome to our November 2023 financial update blog! There have been so many ups and downs this month it’s hard to know where to start. So let’s just jump on in and let it rip.

If you have been keeping up with our adventure you know that we thought that we found our forever home here in Texas. Read about it here if you need a refresher. You also know that after some negotiations it became clear that we were not going to be able to make a deal. So we walked away. That really sucked, but it was definitely for the better.

After losing out on the bidding we had resigned ourselves to just enjoying what we have. Maybe taking a break from the grind of looking and researching was what we needed to do. The whole thing was just stressing us out anyway. That’s not what we live this lifestyle to do so we stepped back. Well, that lasted about a week.

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November 2023 Dividend Portfolio Update

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It’s time for our November 2023 dividend portfolio update and it was a pretty exciting month. After three consecutive months of losses the markets reversed course in a big way. This run up, along with our decision to purchase a share of SCHD at each pay period of our work-camping jobs, helped propel our little portfolio to new highs.

Of course we couldn’t have a good month without a little bit of frustration to go along with it. During the month our dividend portfolio account transitioned from TD Ameritrade to Schwab. Due to the timing of the transition some of our divided payments could not be automatically reinvested. It also appears that Schwab doesn’t reinvest dividend immediately. With TD dividends were reinvested on the same day they are received. Due to this one day lag dividends received on the last day of the month look like they will be reinvested on the first trading day of the following month.

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Forever Home Found……..and Lost

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As ours reader are probably aware of by now, we have been looking a location to find or build our forever home. Over the last few months our search has taken us from Montana down to Texas and everything in between. While our forever home search started out very wide, and across several states, it has since narrowed. As much as we love Montana and our temporary home state of South Dakota the winters are too large of a negative to overcome. After considering states like Utah and Nevada we have narrowed our search to parts of Texas. This however still feels like half the country anyway.

Over the last few weeks a lot has transpired and eventually reached a crescendo late last week. Honestly we were hoping this would be the blog where we expressed our excitement about entering a new phase of our lives. But despite giving it our best effort and even going out on a limb financially it wasn’t meant to be.

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October 2023 Financial Update

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Wow, it’s been a whirlwind as of late! It’s also been very tough to get any spare time to write our October 2023 financial update blog! As such we are going to try and keep it relatively short this month so we can move things along.

After spending a little over a week in the Dallas area we moved south to start our winter work-camping positions. Since arriving here we haven’t had much down time. We had a meeting the day after we arrived and then we started working the very next day. It helps that we are already experienced with the system and familiar with most of the procedures. We just have to get to know the nuances of this particular campground which only comes with time.

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October 2023 Dividend Portfolio Update

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It’s time for our October 2023 dividend portfolio update and unfortunately there aren’t many positives to report. The markets continued to sell off for the third straight month and our dividend portfolio continued to take hits on all fronts. If there is a silver lining for investors it’s that there are buying opportunities everywhere as we have entered correction territory.

We arrived at our new location and started our winter work-camping gigs. This has made it hard to keep up with the markets and any news. Additionally, our investable income has really slowed which has limited our ability to add to positions. The timing couldn’t be worse in that respect because now is the time to take advantage of opportunities.

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