Dividend Driven

My Dividend Portfolio & Watchlist

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Dividend Driven's DRIVE Fund Investments + SAV

My Portfolio Value

$308,446.91


Balance of $92,287.65


Name Vanguard Institutional Index Fund

Symbol VINIX

Shares 427.164

Current Yield 1.97%

Annual Income $1,567.25

Pays In Months Mar, Jun, Sep, Dec



0 Ratings

Dividend Driven's Watchlist



Name Fidelity 500 Index

Symbol FUSVX

Net Expense Ratio 0.045%

Turnover Rate 4%

Pays In Months Apr, Jul, Oct, Dec



0 Ratings


Name Fidelity Strategic Div. & Inc.

Symbol FSDIX

Net Expense Ratio 0.78%

Turnover Rate 60%

Pays In Months Apr, Jul, Oct, Dec



0 Ratings


Name Fidelity Total Mkt Index

Symbol FSTVX

Net Expense Ratio 0.35%

Turnover Rate 21%

Pays In Months Mar, Jun, Sep, Dec



0 Ratings


Name Proshares S&P 500 Div. Aris.

Symbol NOBL

Net Expense Ratio 0.045%

Turnover Rate 2%

Pays In Months Apr, Dec



0 Ratings


Name Schwab S&P 500 Index

Symbol SWPPX

Net Expense Ratio 0.03%

Turnover Rate 2%

Pays In Months Apr, Dec



0 Ratings


Name Schwab Total Stock Mkt Index

Symbol SWTSX

Net Expense Ratio 0.03%

Turnover Rate 1%

Pays In Months Apr, Dec



0 Ratings


Name T. Rowe Price Dividend Growth

Symbol PRDGX

Net Expense Ratio 0.64%

Turnover Rate 11.3%

Pays In Months Mar, June, Sep, Dec



0 Ratings


Name Vanguard Div. App. Index

Symbol VDAIX

Net Expense Ratio 0.19%

Turnover Rate 22%

Pays In Months Mar, Jun, Sep, Dec



0 Ratings


Name Vanguard High Div. Yield Index

Symbol VHDYX

Net Expense Ratio 0.15%

Turnover Rate 11%

Pays In Months Mar, Jun, Sep, Dec



0 Ratings


Name Vanguard 500 Index

Symbol VFIAX

Net Expense Ratio 0.05%

Turnover Rate 4.1%

Pays In Months Mar, June, Sep, Dec



0 Ratings


Name Vanguard Total Stock Mkt Ind.

Symbol VTSAX

Net Expense Ratio 0.05%

Turnover Rate 3%

Pays In Months Mar, Jun, Sep, Dec



0 Ratings


Name Vanguard Total Stock Mkt Index

Symbol VTSMX

Net Expense Ratio 0.15%

Turnover Rate 3%

Pays In Months Mar, Jun, Sep, Dec



0 Ratings

Dividend Driven's Safeguard Plan

Being prepared for emergencies and having a plan for your money will save time and help to avoid hardships in the future. These are the things I will achieve and maintain to maximize my goals and live responsibly.

1. Roth 401k - Contribute $18,000 every year
2. Roth IRA - Contribute $5,500 every year
3. Health Savings Account - Contribute $3,400 every year
4. Brokerage Account for ETFs & Mutual Funds - Contribute $5,500 minimum every year
5. Checking Cash Account - Save and Maintain a $5,000 balance (daily living expenses)
6. Emergency Cash Account - Save and Maintain a $2,500 balance (health costs, auto repair, etc.)
7. Employment Cash Account - Save and Maintain a $7,500 balance (tide you over until you get another job)
8. Need & Want Cash Account - Save and Maintain a $5,000 balance (auto, home, etc. / mattress, appliance etc.)
9. Recession Stock Cash Account - Save and Maintain a $12,000 balance (buy stocks at discounted prices)

Government Forced Savings

Early Retirement

Full Retirement Age

Delayed Retirement

Compounding Examples - Advantage Dividend Growth Power