$1,000 deposited into the Investing Account
Bought 18 shares PETM @ $55.85
Bought 40 shares PSEC @ $10.18
Bought 11.5494 shares AFSI @ $42.95
$350 deposited into Lending Club
Interest from Cash: $0.89
Townhouse 1: $233
Lease signed: I have a renter who signed up this month. Pro-rated amount was $233. Next month I should be receiving $925 a month and I have a year lease. The husband is a dentist on a military base and the wife is no longer in the military. I shouldn't have any more deployments that move me renter away. That has happened twice now. They asked for a two year lease which is encouraging. I only went one year to start but I'd consider it next time.
1st Lending Club safety level hit: I am now estimating a forward monthly interest amount of $20. This is important because that's the size of 1 loan at the 10 month mark which is what my screen looks for. I can now have 1 default a month and not have it set back the entire account. The interest will pay for it.
It also means that every month I will be having my profit buy me 1 additional note. Which is nicely timed because it looks like I am gonna get my first default.
Need to focus on rebalancing equities: As my current position size is $1,000 and I make my new purchases at that level, I look back and see my first couple investments are lagging. MDT, MCD, WMT are all $400. I'll be looking to add into those at a good valuation.
Overall it was a great month and I'm happy with its activities. $98 in income (non rental as that goes entirely to pay for itself and isn't profit I don't count it).
Disclaimer: The investments and trades discussed are not recommendations for others. I am not a financial planner, financial adviser, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.