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Portfolio Update 10-18-2019

|About: VanEck Vectors BDC Income ETF (BIZD), ECNS, EELV, FM, QYLD, REET, REM, SCHD, SPHD, VBR, VIG, VIGI, VOE, VYM, VYMI
Summary

Just coming up with a format for how I want to keep track of this data.

Future updates should come every month or so.

This will be primarily for tracking my taxable (early retirement) investments.

In future updates I will have some commentary, but for now I am just coming up with a layout I want to use. I plan to create a new update every month or so.

*** FIRE Portfolio ***

* 100% taxable account. Does not include 401k, Roth, etc.

* FIRE is an acronym for "Financial Independence Retire Early". 

* Age =43, FIRE Date = ???

* Total Principal = $440,398.84.

* Current Value = $441,882.31.

* Yearly Dividend & Interest Estimate = $17,824.49.

*** Name (Ticker) - Principal ***

(1) Vanguard International High Dividend Yield ETF (VYMI) - $200,018.27

(2) Vanguard High Dividend Yield ETF (VYM) - $200,008.80

(3) iShares Mortgage Real Estate ETF (REM) - $10,025.10

(4) VanEck Vectors BDC Income ETF (BIZD) - $10,007.87

(5) Schwab US Dividend Equity ETF (SCHD) - $2,231.79

(6) Vanguard Small-Cap Value ETF (VBR) - $2,045.36

(7) iShares MSCI China Small-Cap ETF (ECNS) - $2,043.49

(8) Vanguard Dividend Appreciation ETF (VIG) - $2,028.99

(9) Vanguard International Dividend Appreciation (VIGI) - $2,021.00

(10) Invesco S&P 500 High Dividend Low Volume ETF (SPHD) - $2,014.37

(11) Vanguard Mid-Cap Value ETF (VOE) - $2,013.52

(12) Invesco S&P Emerging Markets Low Volume ETF (EELV) - $2,011.65

(13) iShares Global REIT ETF (REET) - $2,009.05

(14) Global X NASDAQ 100 Covered Call ETF (QYLD) - $1,019.48

(15) iShares MSCI Frontier 100 ETF (FM) - $900.10

*** Normal Retirement Assets ***

* Pension - 18 years vested - Guesstimated Current Value $550k to $600k

* Pension will have a yearly COLA based on inflation.

* 401k - Approximate Current Value $70k

* Roth IRA - Approximate Current Value $30k