Monthly update:
Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
June Totals $303,151.10.. $305,555.08.... ($2,403.98)... (0.8)%.. $19,920.76.......... 6.6%
July Totals $312,734.14... $303,151.10..... $9,583.04..... 3.2%..... $20,148.44......... 6.4%
Since Jan. 1, 2013:
BRK.A 134,060 to 173,900 = +29.7%
Nasdaq 3019 to 3626 = +20.1%
My IRA $262,934 to $312,734 = +18.9%
Dow 13,104 to 15,500 = +18.3%
S+P 500 1426 to 1686 = +18.2%
Since inception Jan. 1, 2010:
BRK.A 99,200 To 173,900 = +75.3%
My IRA $178,517 to $312,734 = +75.2%
Nasdaq 2269 to 3626 = +62.3% (includes total 2.5% yield for 2010/11/12 )
S+P 500 1115 to 1686 = +57.1% (includes total 5.9% yield for 2010/11/12 )
Dow 10428 to 15,500 = +55.6 (includes total 7% 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
End July 2013 $20,148
July dividends: $1,060
Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $9,208
Trades:
07/24/2013 15:35:40 Bought 120 NRF @ 9.7499 -1,177.99
2012 trading costs $740
Holdings - cash $104
Symbol Qty Dividend Amount Dividend Yield
| ABR |
| 330 |
| 0.48 |
| 6.48 |
|
| |
| | AMNF |
| 600 |
| 0.056 |
| 4.10 |
|
| |
| | CAH |
| 50 |
| 1.21 |
| 2.36 |
|
| |
| | CLMT |
| 174 |
| 2.74 |
| 8.49 |
|
| |
| | CPLP |
| 400 |
| 0.93 |
| 9.68 |
|
| |
| | CQP |
| 200 |
| 1.70 |
| 5.92 |
|
| |
| | CSX |
| 200 |
| 0.60 |
| 2.30 |
|
| |
| | D |
| 100 |
| 2.25 |
| 3.78 |
|
| |
| | EPB |
| 300 |
| 2.52 |
| 6.16 |
|
| |
| | ESP |
| 300 |
| 1.00 |
| 3.71 |
|
| |
| | GOV |
| 100 |
| 1.72 |
| 6.93 |
|
| |
| | GRH-C |
| 110 |
| 2.50 |
| 13.58 |
|
| |
| | GST-A |
| 100 |
| 2.1563 |
| 8.98 |
|
| |
| | HRS |
| 125 |
| 1.48 |
| 2.59 |
|
| |
| | LRE |
| 100 |
| 1.94 |
| 12.89 |
|
| |
| | LTC |
| 300 |
| 1.86 |
| 4.95 |
|
| |
| | MCGC |
| 400 |
| 0.50 |
| 9.25 |
|
| |
| | MHR-C |
| 900 |
| 2.562 |
| 9.91 |
|
| |
| | MHR-D |
| 600 |
| 3.9996 |
| 8.49 |
|
| |
| | MO |
| 200 |
| 1.76 |
| 4.93 |
|
| |
| | MPW |
| 1450 |
| 0.80 |
| 5.65 |
|
| |
| | MYE |
| 100 |
| 0.36 |
| 1.82 |
|
| |
| | NATI |
| 100 |
| 0.56 |
| 1.98 |
|
| |
| | NAUH |
| 2000 |
| 0.16 |
| 4.66 |
|
| |
| | NM |
| 220 |
| 0.24 |
| 4.26 |
|
| |
| | NMFC |
| 300 |
| 1.36 |
| 9.37 |
|
| |
| | NRF |
| 893 |
| 0.80 |
| 8.08 |
|
| |
| | O |
| 900 |
| 2.18 |
| 5.04 |
|
| |
| | OXY |
| 150 |
| 2.56 |
| 2.87 |
|
| |
| | PSEC |
| 1200 |
| 1.3224 |
| 12.05 |
|
| |
| | RES |
| 300 |
| 0.40 |
| 2.67 |
|
| |
| | RNDY |
| 550 |
| 0.48 |
| 5.16 |
|
| |
| | SFL |
| 200 |
| 1.56 |
| 9.51 |
|
| |
| | SLP |
| 100 |
| 0.12 |
| 2.48 |
|
| |
| | SNH |
| 400 |
| 1.56 |
| 6.28 |
|
| |
| | SPAN |
| 145 |
| 0.50 |
| 2.39 |
|
| |
| | TAL |
| 140 |
| 2.72 |
| 6.53 |
|
| |
| | TESS |
| 100 |
| 0.72 |
| 2.24 |
|
| |
| | TICC |
| 1000 |
| 1.16 |
| 11.53 |
|
| |
| | VGR |
| 228 |
| 1.60 |
| 9.49 |
|
| |
| | WAG |
| 80 |
| 1.26 |
| 2.47 |
|
| |
| | WIN |
| 200 |
| 1.00 |
| 11.64 |
|
| |
| | WU |
| 250 |
| 0.50 |
| 2.73 |
|
