Wednesday, November 27, 2019

October 2019 Passive Income

Here is the passive income I received from both taxable and retirement accounts.

Taxable Account

  • Amegy CD --- $573.63
  • PM --- $140.40
  • MO --- $117.60
  • TUP --- $108.00
  • CAH --- $48.10
  • M --- $37.75
  • KMB --- $20.60
  • GE --- $1.01

Retirement Account

  • 65/35 S&P 500/Bonds --- $245.65

Total October 2019 passive income is $1292.74

Another solid income month. I closed out my E-trade account and sold off my positions and am adding new positions in my Chase account. I've been wanting to keep all my accounts under one roof for a while and Chase finally offers low fees on stock purchases with their You-Invest-Trade accounts. Right now I get 100 free trades!

Also 2019 is my first year with ZERO W-2 Income so I can sell off some positions without tax consequences. I love the rates on long term gains and qualified dividends in retirement :)



  1. MDP -

    Nice job consolidating accounts, I am sure it'll make everything SO much easier to navigate and check/review. Smart move.


    1. Lanny,

      Yeah I feel better about it. I'm trying to consolidate a lot of shit in my life and finances are included :)