Portfolio Income Update – Half Year to December 31, 2020

I must go down to the seas again, for the call of the running tide

Is a wild call and a clear call that may not be denied;

And all I ask is a windy day with the white clouds flying,

And the flung spray and the blown spume, and the sea-gulls crying.

John Masefield, Sea Fever

Twice a year I prepare a summary of total income from my portfolio. This is my ninth portfolio income update since starting this record. As part of the transparency and accountability of this journey, I regularly report this income.

My goal is to build up a portfolio capable of providing a passive income of around $90 500 by July 2022 (Portfolio Goal).

Portfolio income summary

InvestmentAmount
Vanguard Lifestrategy High Growth (retail fund)$26,278
Vanguard Lifestrategy Growth (retail fund)$1,799
Vanguard Lifestrategy Balanced (retail fund)$3,217
Vanguard Diversified Bonds (retail fund)$4,469
Vanguard Australian Shares ETF (VAS)$3,071
Vanguard International Shares ETF (VGS)$793
Betashares Australia 200 ETF (A200)$3,037
Telstra shares (TLS.ASX)$43
Insurance Australia Group shares (IAG.ASX)$0
NIB Holding shares (NHF.ASX)$48
Plenti/Ratesetter (P2P lending)$343
Raiz app (Aggressive portfolio)$77
Spaceship Voyager app (Index portfolio)$0
BrickX (P2P rental real estate)$37
Total Portfolio Income – Half-Year to December 31, 2020$43,212

The chart below sets out the income or distributions received on a half-yearly basis from the financial independence portfolio over the past five years.

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