Goals

These are some of my mid and long term goals. I will update this page to include current progress.

Goals to achieve by Dec 31, 2016
Reach $28,500 in savings
Pay off 90% of line of credit
Purchase a new home
Reach $7,500 total portfolio holdings in the Niche Fund
Since inception dividend income received $120
Invest in $5000 Mawer Global Equity Fund in RESP
Invest in $5000 Mawer Global Equity Fund in RRSP


Previous years

Goals to achieve by Dec 31, 2015
Reach $3,000 total portfolio holdings in the Niche Fund (failed)
Receive $20 in passive income from dividends (achieved)
Pay off 90% of my line of credit (failed)
Reach $2,900 in my TFSA money market fund (achieved)

 

4 thoughts on “Goals

  1. By far the best goal you have there in 2015 is paying off 90% of your credit. That’s a hard feat to do, but super important. Once that paid off you can shift your focuses on to investing which makes the ride even more fun. Excited to see the goals you achieve.

    GL

    Like

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