Monthly update
Raised my income 2%, but the market took me to the wood shed. Just not used to that.
Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
August Totals $260,185.52 $256,355.42..... $3,830.10.. 1.5%.... $16,064.70............. 6.2%
Sept. Totals $259,780.56... $260,185.52.... ($404.96)..... (0.2)% $16,388.22............. 6.3%
Since Jan. 1, 2012:
My IRA $228,536 to $259,780 = +13.7%
Dow 12,128 to 13,437 = +10.8%
S+P 500 1258 to 1441 = +14.5%
Nasdaq 2605 to 3116 = +19.6%
Since inception Jan. 1, 2010:
My IRA $178,517 to $259,780 = +45.5%
Dow 10428 to 13,437 = +32.9% (includes total 4.9% yield for 2010+11 )
S+P 500 1115 to 1441 = +33% (includes total 3.78% yield for 2010+11 )
Nasdaq 2269 to 3116 = +38.9% (includes total 1.6% yield for 2010+11 )
Bottom line, estimated income:
End Jan. 2010 $11,134
End Dec. 2010 $13,160
End Dec 2011 $14,836
End Aug 2012 $16,064
End Sept. 2012 $16,388
Sept. dividends: $1,152
Actual dividends received:
2012 total: $11,763
2011 total $14,160
2010 total $12,317
Trades:
| 09/21/2012 15:24:11 | | Bought 50 COP @ 57.19
| | -2,869.45 | | --- | |
|
| | | 09/20/2012 15:47:54 | | Bought 50 CQP @ 24.01
| | -1,210.45 | | --- | |
|
| | | 09/20/2012 15:12:27 | | Bought 200 MHR PRD @ 44.3475
| | -8,879.45 | | --- | |
|
| | | 09/20/2012 15:11:19 | | Sold 1500 EGAS @ 9.9501
| | 14,914.86 | | --- | |
|
| | | 09/11/2012 13:54:01 | | Bought 55 CDR PRB @ 23.9099
| | -1,324.99 | | --- | |
2012 trading costs $210.
| |
|
| - 72
|
| - 4,936.32
|
| - 2.04
|
| - 2.97
|
|
| |
| |
|
| - 200
|
| - 1,944.00
|
| - 1.04
|
| - 10.69
|
|
| |
| |
|
| - 550
|
| - 10,312.50
|
| - 1.16
|
| - 6.18
|
|
| |
| |
|
| - 55
|
| - 1,333.75
|
| - 1.81
|
| - 7.46
|
|
| |
| |
|
| - 124
|
| - 3,968.00
|
| - 2.36
|
| - 7.37
|
|
| |
| |
|
| - 50
|
| - 2,859.00
|
| - 2.64
|
| - 4.61
|
|
| |
| |
|
| - 900
|
| - 7,353.00
|
| - 0.93
|
| - 11.38
|
|
| |
| |
|
| - 150
|
| - 3,430.50
|
| - 1.70
|
| - 7.43
|
|
| |
| |
|
| - 100
|
| - 5,294.00
|
| - 2.11
|
| - 3.98
|
|
| |
| |
|
| - 300
|
| - 11,166.00
|
| - 2.20
|
| - 5.91
|
|
| |
| |
|
| - 300
|
| - 7,896.00
|
| - 0.90
|
| - 3.41
|
|
| |
| |
|
| - 110
|
| - 2,464.00
|
| - 2.50
|
| - 11.16
|
|
| |
| |
|
| - 100
|
| - 1,985.00
|
| - 2.16
|
| - 10.88
|
|
| |
| |
|
| - 158
|
| - 1,739.58
|
| - 0.96
|
| - 8.71
|
|
| |
| |
|
| - 173
|
| - 11,921.43
|
| - 2.44
|
| - 3.54
|
|
| |
| |
|
| - 100
|
| - 1,888.00
|
| - 1.90
|
| - 10.06
|
|
| |
| |
|
| - 300
|
| - 9,555.00
|
| - 1.86
|
| - 5.83
|
|
| |
| |
|
| - 400
|
| - 1,844.00
|
| - 0.56
|
| - 12.14
|
|
| |
| |
|
| - 400
|
| - 17,728.00
|
| - 4.00
|
| - 9.02
|
|
| |
| |
|
| - 200
|
| - 6,678.00
|
| - 1.76
|
| - 5.27
|
|
| |
| |
|
| - 1300
|
| - 13,585.00
|
| - 0.80
|
| - 7.65
|
|
| |
| |
|
| - 773
|
| - 4,916.28
|
| - 0.64
|
| - 10.06
|
|
| |
| | |
| - 75
|
| - 1,302.75
|
| - 1.68
|
| - 9.67
|
|
| |
| |
|
| - 1000
|
| - 40,890.00
|
| - 1.82
|
| - 4.45
|
|
| |
| |
|
| - 44
|
| - 3,113.88
|
| - 2.15
|
| - 3.03
|
|
| |
| |
|
| - 63
|
| - 4,369.68
|
| - 2.25
|
| - 3.24
|
|
| |
| |
|
| - 300
|
| - 8,715.00
|
| - 1.44
|
| - 4.95
|
|
| |
| |
|
| - 100
|
| - 2,564.00
|
| - 2.01
|
| - 7.83
|
|
| |
| |
|
| - 800
|
| - 9,216.00
|
| - 1.22
|
| - 10.59
|
|
| |
| |
|
| - 200
|
| - 3,144.00
|
| - 1.56
|
| - 9.92
|
|
| |
| |
|
| - 1000
|
| - 4,320.00
|
| - 0.31
|
| - 7.17
|
|
| |
| | |
| - 400
|
| - 8,712.00
|
| - 1.52
|
| - 6.97
|
|
| |
| | |
| - 300
|
| - 2,625.00
|
| - 0.90
|
| - 10.28
|
|
| |
| | |
| - 100
|
| - 4,515.00
|
| - 3.12
|
| - 6.91
|
|
| |
| | |
| - 300
|
| - 3,120.00
|
| - 1.16
|
| - 11.15
|
|
| |
| | |
| - 300
|
| - 13,650.00
|
| - 1.76
|
| - 3.86
|
|
| |
| | |
| - 178
|
| - 2,953.02
|
| - 1.60
|
| - 9.64
|
|
| |
| | |
| - 272
|
| - 8,725.76
|
|
|
| - 4.42
|
| |
