Our model portfolio is the result of our own dollars invested in Dividend Growth REITs, MLPs, and stocks. The portfolio began in 2018 with an investment in EPR Properties producing $5.24 per month in income.
At the moment, we are investing about $700 per month in an after-tax portfolio and growing income at about $3-4 per month from new investments given our goal of looking for higher yielding securities. With continual investment and organic dividend growth we can expect the portfolio to start snowballing from a measly $3 in growth per quarter.
Below are some goals that we have set for the portfolio:
End of year 2019 Goal: $300 in total dividend income, $10k principal balance
End of year 2020 Goal: $1000 in total dividend income, $25k principal balance