Here, where the world is quiet;
Here, where all trouble seems
Dead winds’ and spent waves’ riot
In doubtful dreams of dreams;
I watch the green field growingSwinburne, The Garden of Proserpine
Twice a year I prepare a summary of total income from my portfolio. This is my eighth portfolio income update since starting this record. As part of the transparency and accountability of this journey, I regularly report this income.
My portfolio goal is to build up a portfolio capable of providing a passive income of around $87 000 by July 2021 (Portfolio Objective).
Portfolio income summary
- Vanguard Lifestrategy High Growth – $33 314
- Vanguard Lifestrategy Growth – $2 074
- Vanguard Lifestrategy Balanced – $2 621
- Vanguard Diversified Bonds – $1 077
- Vanguard ETF Australian Shares ETF (VAS) – $2 109
- Vanguard ETF International Shares ETF (VGS) – $511
- Betashares Australia 200 ETF (A200) – $2 325
- Telstra shares – $43
- Insurance Australia Group shares – $127
- NIB shares – $120
- Ratesetter (P2P lending) – $724
- Raiz app (Aggressive portfolio) – $83
- Spaceship Voyager app (Index portfolio) – $0
- BrickX (P2P rental real estate) – $35
Total portfolio income in half-year to June 30, 2020: $45 162
The chart below sets out the distributions or income received on a half-yearly basis from the portfolio over the past four years.
The following pie chart is a breakdown of the percentage contribution of each investment in the portfolio to the total half-yearly income.
Comments
The total of half-year distributions from the portfolio was $45 162, or the equivalent of around $7 500 per month over the past six months.
This result is the third highest half-year distribution on record, breaking a two year downtrend of lower June figures. These half-year portfolio distributions are substantially larger than June last year, and around double that of June distributions of four years ago.
Continue reading “Portfolio Income Update – Half Year to June 30, 2020”
