YTD income update 9/30/23
October 4th, 2023 at 12:28 amI reviewed our 9/30 Vanguard statements. Year to date our Vanguard accounts generated a combined $44,318.96 in investment income (interest, dividends, capital gains). Our Ally account paid another $1,488.71 for a total of $45,807.67.
About 70% of our total portfolio is with Vanguard. I haven't looked at the other 30%, and a lot of that is taxable mutual funds that will pay out most of their income in December.
That means we're on track for our portfolio to generate $75-80,000 this year. I'll make about $70,000 at work plus $8,000+ from ebay for a total of $155-160,000 which will exceed our expenses which is perfect.