
Year 5 update
| Year | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| SCHD | 185 | 706.31 | 857.09 | 3660.46 (after split) | 5211.78 |
| VOO | 53 | 134.54 | 138.62 | 139.55 | 142.1643 |
| VGT | 42 | 0 | 0 | 0 | 0 |
| QQQ | 10 | 0 | 0 | 0 | 0 |
| O | 100 | 457.891 | 1100.36 | 1422.59 | 1,392.0755 |
| VICI | 0 | 170 | 476.21 | 780.17 | 825.5876 |
| QQQM | 0 | 0 | 45.88 | 100.55 | 101.0762 |
| VINIX | 0 | 0 | 84.21 | 144.472 | 0 |
| UNH | 0 | 0 | 38 | 76.16 | 910 |
| PLTR | 1800 | 2000 | 2220 | 2368.54 | 321.73 |
| MNMD | N/A | N/A | 900 | 1430.76 | 1768 |
| GOOGL | 0 | 0 | 0 | 107.28 | 116.43 |
| ABBV | 0 | 0 | 1 | 50.68 | 52.338 |
| SOFI | 0 | 0 | 115 | 970 | 1412 |
| ASTS | 0 | 0 | 0 | 470 | 1140 |
| SP500Index PL CL D(Company's 401k) | 0 | 0 | 157.78 | 257.93 | 325.63 |
| FSKAX | 0 | 0 | 228.85 | 329.55 | 329.55 |
| RKLB | 0 | 0 | 0 | 102.5 | 498.278 |
| TQQQ | 0 | 0 | 0 | 137.74 | 0 |
| HYSR | 0 | 0 | 0 | 20,000 | 48000 |
| VIIIX | 0 | 0 | 0 | 0 | 189.313 |
| ADUR | 0 | 0 | 0 | 0 | 384 |
| UNHG | 0 | 0 | 0 | 0 | 598 |
| OSCR | 0 | 0 | 0 | 0 | 239.08 |
| GRAB | 0 | 0 | 0 | 0 | 2307.01 |
| VFIAX | 0 | 0 | 0 | 0 | 6.11 |
| FXAIX | 0 | 0 | 0 | 0 | 116.89 |
| VG | 0 | 0 | 0 | 0 | 22.53 |
Around 75000 in HYSA (for down payment for a new construction at the end of this year). Hoping to hit the 40k mark by the end of this year.
Feel free to ask any questions - happy to answer anything.
Year 4:
https://www.reddit.com/r/dividends/comments/1jtj6zu/year_4_update/
Year 3:
https://www.reddit.com/r/dividends/comments/1bx96f7/my_year_3_update/
Year2:
https://www.reddit.com/r/dividends/comments/12ds6n9/a_lot_has_changed_in_the_last_year_my_updated/
Year 1:
https://www.reddit.com/r/dividends/comments/txtvmh/so_close_to_100month/?
u/CardiologistPrudent7 — 11 hours ago