| | | Monthly update:
Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
May Totals $305,555.08... $310,221.33.... ($4,666.25)... (1.5)%.. $19,914.46.......... 6.5%
June Totals $303,151.10.. $305,555.08.... ($2,403.98)... (0.8)%.. $19,920.76.......... 6.6%
Since Jan. 1, 2013:
BRK.A 134,060 to 168,600 = +25.7%
My IRA $262,934 to $303,168 = +15.3%
Dow 13,104 to 14,910 = +13.8%
S+P 500 1426 to 1606 = +12.6%
Nasdaq 3019 to 3403 = +12.7%
Since inception Jan. 1, 2010:
BRK.A 99,200 To 168,600 = +70%
My IRA $178,517 to $303,168 = +69.8%
Dow 10428 to 14,910 = +50.0% (includes total 7% yield for 2010/11/12 )
S+P 500 1115 to 1606 = +49.9% (includes total 5.9% yield for 2010/11/12 )
Nasdaq 2269 to 3403 = +52.5% (includes total 2.5% yield for 2010/11/12 )
Bottom line, estimated income:
End Jan. 2010 $11,134
End Dec. 2010 $13,160
End Dec 2011 $14,836
End Dec. 2012 $17,371
End June 2013 $19,920
June dividends: 1,349
Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $8,149
Trades:
06/28/2013 14:08:12 Bought 200 ABR @ 6.2899 -1,265.98
2012 trading costs $730
Holdings - cash $248
Symbol Qty Dividend Amount Dividend Yield
ABR 330 0.48 7.64
AMNF 600 0.056 4.25
CAH 50 1.21 2.56
CLMT 174 2.72 7.47
CPLP 400 0.93 9.97
CQP 200 1.70 5.68
CSX 200 0.60 2.58
D 100 2.25 3.95
EPB 300 2.48 5.67
ESP 300 1.00 3.89
GOV 100 1.72 6.81
GRH-C 110 2.496 14.57
GST-A 100 2.1563 8.83
HRS 125 1.48 3.00
LRE 100 1.93 13.11
LTC 300 1.86 4.76
MCGC 400 0.50 9.59
MHR-C 900 0.00 0.00
MHR-D 600 0.00 0.00
MO 200 1.76 5.03
MPW 1450 0.80 5.58
MYE 100 0.36 2.39
NATI 100 0.56 2.00
NAUH 2000 0.16 4.27
NM 220 0.24 4.28
NMFC 300 1.36 9.60
NRF 773 0.76 8.35
O 900 2.1785 5.20
OXY 150 2.56 2.86
PSEC 1200 1.3221 12.22
RES 300 0.40 2.89
RNDY 550 0.48 5.76
SFL 200 1.56 10.51
SLP 100 0.12 2.87
SNH 400 1.56 6.01
SPAN 145 0.50 2.44
TAL 140 2.64 6.05
TESS 100 0.72 2.72
TICC 1000 1.16 12.07
VGR 228 1.60 9.86
WAG 80 1.10 2.48
WIN 200 1.00 12.97
WU 250 0.50 2.92 |
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