What you’ll see below is my FIRE Fund.
I call it that because the portfolio allowed me to reach financial independence and retire early (FIRE).
The five-figure and growing passive dividend income the Fund generates on my behalf covers my basic living expenses. I quit my job at 32 years old and began living off of passive income at 33. That’s how I became Mr. Free At 33.
I’ve spent more than eight years of my life living below my means and investing my savings into high-quality dividend growth stocks, meticulously crafting what you now see. These are some of the best businesses in the world.
Dividend growth investing is, in my experience, the best long-term investment strategy for achieving and maintaining financial freedom very quickly. And the snowball effect means one’s wealth, passive income, opportunities, and freedom will exponentially increase year after year.
For more on how to go about building a dividend growth stock portfolio to become financially independent and retire early, check out my two best-selling books: The Dividend Mantra Way and 5 Steps To Retire In 5 Years (also available in paperback).
Almost every company here has increased its respective dividend for many, many years, and I find it very likely that they’ll continue to do so. That means my passive income should just continue to grow over time – along with my purchasing power, since these dividends tend to grow faster than inflation.
This collection of wonderful, world-class businesses has been built through blood, sweat, and tears… literally.
As a note, I recommend using Personal Capital to manage your portfolio. It’s a completely free service that aggregates all of your information across multiple accounts, providing incredible and actionable visualizations. I’ve found it particularly useful.
With great pride, I present my FIRE Fund:
So you can see it all here. You see my cost basis, the value of each investment, and the annual income each position generates for me.
As of November 1, 2018, the Fund is worth $368,459.47. There are 114 companies in the Fund.
The Fund is expected to generate a total of $13,255.54 in dividend income over the next 12 months.
This information is updated generally once per month, at which point I go over any updates and/or changes via a post on the blog. I then update all the values in the spreadsheet. Keep in mind that I round weights up/down accordingly, so it may not add up to a perfect 100%. Furthermore, currency exchange rates can affect dividend income.
Please be advised that these numbers change between updates. As such, I cannot guarantee that any of this is correct in real-time.