| Monthly update: entrenched in the rear guard. :)
Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield
Jan. Totals... $292,476.66.. $295,886.87... ($3,410.21).... (1.2)%..... $17,362.46.. 5.9%
Feb. Totals... $289,958.05.. $292,476.66... ($2,518.61).... (0.9)%..... $16,762.18.. 5.8%
March Totals...$308,451.07...$289,958.05....$18,493.02.......6.4%.......$16,899.98...5.5%
Since Jan. 1, 2016:
BRK.A $197,800 to $213,450 =...... +7.91%
My IRA $295,887 to $308,451 = .. +4.24%
Dow 17425 to 17,685 = ................ +1.49%
S+P 500 2044 to 2060 =.............. +.7%
Nasdaq 5007 to 4870 =................ -2.73%
Since inception Jan. 1, 2010:
Nasdaq 2269 to 4870 ............. +120.53% (includes total 5.90 yield for 2010 thru 2015 )
BRK.A 99,200 to $213,450 = ...+115.17%
S+P 500 1115 to 2060 =............ +95.94% (includes total 11.19 yield for 2010 thru 2015 )
Dow 10428 to 17,685 ...............+83.26% (includes total 13.67 yield for 2010 thru 2015 )
My IRA $178,517 to $308,451 = +72.8%
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 Dec. 2014 $22,093
End Dec. 2015 $18,514
End Feb. 2016 $16762
End Mar. 2016 16,899
Feb.dividends: $1,591
Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $19,421
2014 total: $20,564
2015 total: $19,565
2016 total: $4,171
Dividends:
03/31/2016 14:15:59 QUALIFIED DIVIDEND (BBL) 19.20 ---
03/31/2016 00:00:01 ORDINARY DIVIDEND (UTG) 25.56 ---
03/31/2016 00:00:01 ORDINARY DIVIDEND (VTR) 255.50 ---
03/31/2016 00:00:01 QUALIFIED DIVIDEND (CCP) 254.79 ---
03/31/2016 00:00:01 ORDINARY DIVIDEND (LTC) 54.00 ---
03/30/2016 00:00:01 QUALIFIED DIVIDEND (VGR) 188.80 ---
03/29/2016 10:14:30 CASH IN LIEU OF FRACTIONAL SHARES (CRC) 0.60 ---
03/28/2016 00:00:01 QUALIFIED DIVIDEND (WMB) 150.40 ---
03/21/2016 00:00:01 QUALIFIED DIVIDEND (SPAN) 33.60 ---
03/15/2016 00:00:01 ORDINARY DIVIDEND (O) 39.70 ---
03/11/2016 00:00:01 QUALIFIED DIVIDEND (NRF) 89.20 ---
03/10/2016 00:00:01 QUALIFIED DIVIDEND (CVX) 205.44 ---
03/08/2016 00:00:01 QUALIFIED DIVIDEND (JNJ) 67.50 ---
03/07/2016 00:00:01 QUALIFIED DIVIDEND (SO) 47.74 ---
03/01/2016 02:01:35 QUALIFIED DIVIDEND (TIS) 122.50 ---
03/01/2016 01:56:52 QUALIFIED DIVIDEND (HP) 37.81 ---
Trades:
03/03/2016 09:45:50 Bought 200 CPLP @ 3.51 -710.00 ---
2016 trading costs $72
Holdings - cash $13,428
This is getting complicated. Need to find a better way.
Everything as listed last month with the addition of CPLP.
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