Monthly update has become quarterly update. Still can't format holdings correctly. For now they are in the message that this post is linked to, plus buys added here.
Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
Jan. Totals $236,902.69 ...$228,536.15.... $8,366.54.... 3.7%.... $15,002.60............. 6.3%
June Totals $250,089.29... $239,241.49.... $10,847.80.. 4.5%.... $15,756.28............. 6.3%
Since Jan. 1, 2012:
My IRA $228,536 to $250,089 = +9.4%
Dow 12,128 to 12,880 = +6.2%
S+P 500 1258 to 1362 = +8.3%
Nasdaq 2605 to 2935 = +12.7%
Since inception Jan. 1, 2010:
My IRA $178,517 to $250,089 = +40%
Dow 10428 to 12,880 = +28.4% (includes total 4.9% yield for 2010+11 )
S+P 500 1115 to 1362 = +26% (includes total 3.78% yield for 2010+11 )
Nasdaq 2269 to 2935 = +31% (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 Jan 2012 $15,002
End June 2012 $15,756
June dividends: $1,054
Actual dividends received:
2012 total: $7,622
2011 total $14,160
2010 total $12,317
Trades: | 05/17/2012 12:20:51Bought 100 WM @ 32.3486-3,244.81 06/20/2012 09:56:04Bought 27 PG @ 59.95-1,628.60
02/16/2012 15:59:13 Bought 20 PEP @ 62.8-1,265.95 |
2012 trading costs $90. |
