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Strategies & Market Trends : Dividend investing for retirement

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To: Steve Felix who wrote (1746)11/1/2008 9:29:09 AM
From: Steve Felix  Read Replies (1) of 34328
 
Month end recap:

Not much to say but OUCH!

10.4% overall loss for the month is bad, but the averages were even worse.

Nasdaq -14%
DJ 30 -11%
S+P -14%
___________________________________________________________
I sure wish there was a better way since this loads so slow and always seems to have some sort of problem.

si.advfn.com

IRA: Also can not update cash which is currently $912 short.

si.advfn.com

Taxable account:

To end of Sept. -15.6%

12/31/07 portfolio = $236,197
09/30/08 Current = $199,376

IRA account:

To end of Sept. = -26.8%

12/31/07 portfolio = $127,724
09/30/08 Current = $93,518

Total:

12/31/07 total $363,921
09/30/08 total $292,894

Taken together for 2008 -19.5%

Quite the fall. The averages now versus end of Sept:

!COMP,-35.11 / !COMP,-21%
!DJ30,-29.70 / !DJ30,-18%
!SPX,-34.02 / !SPX,-20%

Added the three tracking funds. This is on an NAV basis.
Dividends paid throughout the year could improve the
numbers.

TRRGX,-28.6051953
FFVTX,-26.6233159
VTXVX,-24.1405639
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