SwissDiv

Smart Investing, Steady Growth Focused on Long-Term Success ETF and Dividend Strategies

Financial Goals


Welcome to my Financial Goals!

Setting goals is essential for personal and professional growth. It's the driving force that motivates us to improve. We should establish both short-term and long-term goals that are realistic and achievable. But it’s not enough to just have financial goals, we need to work hard to attain them. The effort we invest today will yield rewards in the future!

My primary financial goal is to eventually rely on the dividends generated by my 💰investment portfolios. While it’s a long-term goal that requires time and patience, I would be satisfied with enough monthly income from dividends to cover my essential living expenses like food, housing, and insurance.


* Goals are updated as achieved or on a year basis.

🎯 Long-term financial goals


  Increase Projected Annual Dividend Income to $55'000


🎯 Short-term financial goals


  Earn $2000 in dividend income per year


  Achieve a portfolio balance of $125'000


🏆 Successful goals


💰 Portfolio value : $100'000   Success (2024)

💰 Portfolio value : $75'000   Success (2024)

📊 Dividend Income : $1'500   Success (2023)

💰 Portfolio value : $50'000   Success (2023)

📊 Dividend Income : $1'000   Success (2022)

💰 Portfolio value : $40'000   Success (2021)

💰 Portfolio value : $30'000   Success (2021)

💰 Portfolio value : $20'000   Success (2020)

📊 Dividend Income : $500   Success (2020)

💰 Portfolio value : $10'000   Success (2019)


💬 Feel free to share your thoughts and financial goals in the comments below—I’d love to hear from you!

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