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Strategies & Market Trends : Dividend investing for retirement
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To: Steve Felix who wrote (1803)11/1/2008 10:24:36 AM
From: Steve Felix   of 34328
 
DIVIDENDS collected 07 vs. 08

Currently shooting a little short on my % prediction.

I expect 15% to 20%+ to end the year. ( Holding over 22k in cash instead of immediately reinvesting it may cost a few % this year, lowering this estimate. )

All DIVIDENDS collected in taxable account in 07 and so far in 08 were qualified. _____________________________________________________________
January totals

Taxable 07 $1088.12
Taxable 08 $1087.76

IRA 07 $826.35
IRA 08 $1449.71

Total 07 $1914.47
Total 08 $2537.47 +32.5%
____________________________________________________________

February totals

Taxable 07 1693.22
Taxable 08 1595.36

IRA 07 1300.64
IRA 08 1918.46

Total 07 2993.86
Total 08 3513.82 +17.36
____________________________________________________________
March

Quite the drop but no DIVIDENDS from buys of UG, SYY, PAYX, added PFE, AHT or added SPPR have come in yet.

Taxable 07 2500.64
Taxable 08 2563.28

IRA 07 2282.40
IRA 08 2449.61

Total 07 4783.04
Total 08 5012.89 +4.8%
____________________________________________________________
April

Taxable 07 3368.46
Taxable 08 3493.76

IRA 07 3134.87
IRA 08 3976.43

Total 07 6503.33
Total 08 7470.19 +14.8%
____________________________________________________________
May

Taxable 07 3807.46
Taxable 08 3707.28

IRA 07 3634.65
IRA 08 4744.81

Total 07 7442.11
Total 08 8452.09 +13.57%
____________________________________________________________
June

Taxable 07 4391.06
Taxable 08 4923.40

IRA 07 4314.65
IRA 08 5620.59

Total 07 8705.71
Total 08 10543.89 +21.11%
____________________________________________________________
July

Taxable 07 4794.06
Taxable 08 5575.48

IRA 07 5877.33
IRA 08 6836.87

Total 07 10671.39
Total 08 12412.35 +16.31%
____________________________________________________________
August

Taxable 07 5554.06
Taxable 08 6441.33

IRA 07 6435.08
IRA 08 7787.87

Total 07 11989.14
Total 08 14229.20 +18.68%
____________________________________________________________
September

Taxable 07 6485.01
Taxable 08 7366.14

IRA 07 7307.38
IRA 08 8211.77

Total 07 13792.39
Total 08 15577.91 +12.9%
______________________________________________________________
October

Taxable 07 7602.94
Taxable 08 8182.57

IRA 07 8357.15
IRA 08 9720.10

Total 07 15960.09
Total 08 17902.67 +12.17%
______________________________________________________________
November

Taxable 07 7932.54
Taxable 08

IRA 07 8825.38
IRA 08

Total 07 16757.92
Total 08
_______________________________________________________________
December

Taxable 07 9039.86
Taxable 08

IRA 07 9469.51
IRA 08

Total 07 18509.37
Total 08
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