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Strategies & Market Trends : Dividend investing for retirement

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To: Steve Felix who wrote (18933)4/3/2014 5:07:38 PM
From: Steve Felix  Read Replies (2) of 34328
 
Complaint department. Not linked to previous update.

Monthly update.

Buffets earnings made people happy, and the Nasdaq finally took a break.

DVK has updated his page, but again seems his total value is covered up somewhere, and he doesn't share the dividends he has for each month.
His holdings are there and I have given him credit for $500 in cash. sensiblestocks.com

...............Current Value Prior Value Period Change %Change Estimated Income Estimated Yield

Feb Totals...... $340,561.97... $327,528.57... $13,033.40.. 4.0%....... $19,069.56....... 5.6%
Mar. Totals..... $342,106.61... $340,561.97... $1,544.64.... 0.5%....... $19,627.86....... 5.7%

Plan is to grow income to $20,000 which will give a 9.14% income CAGR at the end of 2016, 33 months, keeping in mind
that MHR may call their preferreds and the money will need to be directed elsewhere.

Since Jan. 1, 2014:

BRK.A 177,900 to 187,350 =........ +5.31%
My IRA $327,146 to 342,076 = ....+ 4.56%
DVK SS $70,485 to $72,606 =..... +3.01%
S+P 500 1848 to 1872 =...............+1.30%
Nasdaq 4177 to 4199 =................+.526%
Dow 16577 to 16,458 = ................- .72%

Since inception Jan. 1, 2010:

My IRA $178,517 to $342,076 = +91.62%
Nasdaq 2269 to 4199 =............. +88.73% (includes total 3.67 yield for 2010 thru 2013 )
BRK.A 99,200 To 187,350 = ......+75.10%
S+P 500 1115 to 1872 =............ +75.21% (includes total 7.32 yield for 2010 thru 2013 )
DVK SS $41,706 to $72,606 =... +74.09
Dow 10428 to 16458 = ...............+66.78% (includes total 8.7 yield for 2010 thru 2013 )

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 Dec. 2013 $18,563
End Jan. 2014 $18,882
End Mar. 2014 $19,627

Mar. dividends: $2,096.96

Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $19,421
2014 total: $4,740

Trades:




03/31/2014 15:34:56 Bought 90 KO @ 38.5899

-3,481.09---



03/31/2014 15:01:30 Bought 150 RSO-B @ 22.6799

-3,409.98---



03/31/2014 15:00:01 Bought 300 RSO @ 5.5899

-1,684.97---



03/26/2014 11:39:22 Sold 500 MHR @ 8.1004

4,042.11---



03/25/2014 12:30:30 Bought 200 APL PRE @ 25.1399

-5,035.98---



03/25/2014 12:29:17 Sold 300 ESP @ 27.0501

8,106.85---



03/24/2014 10:55:56 Bought 500 MHR @ 7.44

-3,728.00---



03/21/2014 12:32:34 Bought 150 FSC @ 9.395

-1,417.25---



03/21/2014 12:30:09 Bought 100 KMI @ 31.2696

-3,134.96---



03/21/2014 12:25:16 Sold 130 WAG @ 66.1401

8,590.01---



03/20/2014 10:27:29 Bought 100 NADL @ 8.27

-835.00---



03/13/2014 10:57:59 Bought 300 MHR @ 7.5599

-2,275.97---



03/10/2014 14:23:13 Bought 500 MHR @ 8.0199

-4,017.95---



03/10/2014 14:20:00 Bought 100 KMI @ 31.8099

-3,188.99---



03/10/2014 14:15:21 Sold 125 HRS @ 74.95

9,360.58---



03/07/2014 14:06:06 Bought 130 MCGC @ 3.6699

-485.09---



03/06/2014 14:41:04 Bought 100 KMI @ 32.3599

-3,243.99---



03/06/2014 09:51:46 Sold 50 CAH @ 73.36

3,659.93

2014 trading costs $440

Holdings - cash $61.07

Symbol

Qty

Mkt Val

Dividend Amount

Dividend Yield





ABR

330

2,283.60

0.52

7.61





AMNF

600

1,152.00

0.064

3.3333





APL-E

200

5,042.00

0.00

0.00





APTS

350

2,819.25

0.64

7.9503





ARCP

300

4,206.00

1.00

7.1736





BOLT

100

1,977.00

0.36

1.8228





CLMT

274

7,080.16

2.74

10.7577





CPLP

200

2,190.00

0.93

8.7406





CQP

200

6,000.00

1.70

5.6971





CSX

200

5,794.00

0.60

2.10





CVX

125

14,863.75

4.00

3.38





D

100

7,099.00

2.40

3.38





DLR

75

3,981.00

3.32

6.21





DRI

60

3,045.60

2.20

4.35





EPB

250

7,597.50

2.60

8.67





FF

300

6,090.00

0.48

2.43





FSC

300

2,838.00

0.9996

10.5332





GRH-C

110

2,090.00

2.50

13.13





GST-A

100

2,465.00

2.1563

8.74





HASI

300

4,305.00

0.00

0.00





KMI

300

9,747.00

1.64

5.10





KMI+

500

880.00

0.00

0.00





KO

90

3,479.40

1.22

3.13





LO

70

3,785.60

2.46

4.61





LTC

300

11,289.00

2.04

5.44





MAT

100

4,011.00

1.52

3.8048





MCGC

455

1,724.45

0.50

13.1234





MHR

1900

16,150.00

0.00

0.00





MHR-C

400

10,332.00

2.56

9.95





MHR-D

400

19,644.00

0.00

0.00





MO

200

7,486.00

1.92

5.17





MPW

1450

18,545.50

0.84

6.62





MYE

100

1,992.00

0.52

2.64





NADL

380

3,359.20

0.92

10.39





NATI

100

2,869.00

0.60

2.1254





NMFC

300

4,365.00

1.36

9.41





NRF

893

14,413.02

1.00

6.31





O

900

36,774.00

2.19

5.37





OXY

150

14,293.50

2.88

3.01





PSEC

1200

12,960.00

1.3248

12.3008





RSO

300

1,671.00

0.80

14.44





RSO-B

150

3,396.00

2.06

9.08





SDRL

100

3,516.00

3.92

11.24





SFL

200

3,594.00

1.60

8.85





SLP

100

666.00

0.20

3.1008





SPAN

145

3,323.40

0.56

2.518





STE

100

4,775.00

0.84

1.77





TAL

140

6,001.80

2.88

6.86





TESS

100

3,736.00

0.80

2.2792





TGT

110

6,656.10

1.72

2.87





UTG

100

2,776.00

1.65

5.9653





VGR

239

5,148.06

1.60

7.58





WIN

200

1,648.00

1.00

12.1655





WU

250

4,090.00

0.50

3.08
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