One Year Anniversary for the Child's Stock Investment Portfolio

Updated: 13 July, 2019 seen 104

Today, on July 13th, we are celebrating both 1-year anniversaries for our baby daughter and her stock investment portfolio.

In today's article, I will shed some light on the second (investment portfolio) a year after.

Originally I come up with a plan to build a high-yield $10,000 child investment portfolio by the time our baby girl will turn 2. (July 2020). Right now we are looking at $80-$100 monthly dividends by the time she will turn 2.  

Since July 2018 we have invested $5,485.07 in 8 stocks. In our first year, we have generated a dividend income of $241.36 ($71.12 back in 2018; $170.14 in 2019). That's about 4.4% dividend yield.

Unfortunately, we have experienced a -4.75% value drop, luckily dividends level things up, and after the first year, the value + dividends = -0.13%. 

Ticker Price Shares Cost Basis   Dividends
      Invested

Market value

2018 2019 Lifetime
CLM $12.03 35 $504.80 $421.05 $35.18 $36.66 $71.84
EDI $12.97 100 $1,269.40 $1,297.00 $17.34 $34.67 $52.01
WPG $3.76 88 $550.88 $330.88 $18.70 $37.40 $56.10
CODI $19.75 38 $608.38 $750.50   $8.72 $8.72
NCV $5.69 95 $602.77 $540.55   $12.63 $12.63
AWP $6.34 100 $601.00 $634.00   $12.75 $12.75
RA $21.91 28 $616.84 $613.48   $9.46 $9.46
PEI $6.49 100 $731.00 $649.00   $17.85 $17.85
Total   584 $5,485.07 $5,236.46 $71.22 $170.14 $241.36

Our child's portfolio now has as TTM at $590.64, giving daily $1.62 and hourly 0.07$. 

  • On the average portfolio generates $49.22/mo

Plans / Goals for Second child's Stock Investment anniversary

We are looking on about invested $10.000 by July 2020, our goal is to reach on the average $110/mo from dividend income.

For the next year, I will look for more stocks on which we could sell options to generate additional income, and boost our dividend income portfolio for baby daughter. 

Investment Goal #7 - Selling Puts to Own / Generate Income

The Bottom Line

Wow, time flies, those previous 12 months flew like a flicker, having reached almost $50/mo for our baby daughter in her dividend income portfolio on her first year of life feels awesome,