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Strategies & Market Trends : Dividend investing for retirement

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To: Steve Felix who wrote (33076)

11/1/2020 10:20:51 AM

From: Steve Felix

1 Recommendation

Recommended By
TigerPaw

Read Replies (1) of 34328

Monthly update:

Todays totals: Non-income producing shares: $177,893 / 36.7% of portfolio. Cash +$1,255 = $194,798 / 37.8% non income producing.

End of month holdings non income: Listed at end.

Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield

Sept. Total $473,360.69.... $477,918.62..... ($4,557.93).... (1.0)%... $22,706.23.... 4.8%
Oct. Total. $473,759.71.....$473,360.69....... $399.02....... 0.1%.... $23,338.10.... 4.9%
YOC: 12.72% = $22,706 / $178,518

Since Jan. 1, 2020:

S+P 500 3231 to 3363 =…...…...+1.20%
My IRA $434,148 to $473,360 = +9.31%

Since inception Jan. 1, 2010:

Now using this for long term S+P return w/dividend reinvest: dqydj.com

S+P 500 Since Jan. 1, 2010 =.....+264% to Sept. end / Oct. not available
My IRA $178,517 to $473,759......+165%

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: $17,634
2017 total: $19,328
2018 total: $17,700
2019 total: $20,914
2020 total: $19,890

Trades:

10/01/2020 09:33:01		Sold 1000 UTZ+ @ 6.59		6,589.73		0.00		0.27
	10/01/2020 09:53:38		Bought 200 TENX @ 1.53		-306.00		0.00		0.00
	10/01/2020 09:56:57		Sold 90 LHX @ 173.66		15,629.04		0.00		0.36
	10/01/2020 11:11:27		Bought 200 TANH @ 2.325		-465.00		0.00		0.00
	10/01/2020 11:41:30		Bought 200 OIIM @ 3.51		-702.00		0.00		0.00
	10/01/2020 11:57:08		Bought 200 TANH @ 2.34		-468.00		0.00		0.00
	10/01/2020 12:18:31		Bought 200 EMAN @ 1.2199		-243.98		0.00		0.00
	10/01/2020 13:05:50		Bought 300 ARPO @ 1.455		-436.50		0.00		0.00
	10/01/2020 13:17:25		Bought 400 IMMP @ 1.68		-672.00		0.00		0.00
	10/01/2020 13:24:20		Bought 200 EDAP @ 4.45		-890.00		0.00		0.00
	10/01/2020 13:46:13		Bought 100 VRAY @ 3.3951		-339.51		0.00		0.00
	10/01/2020 13:46:13		Bought 100 VRAY @ 3.395		-339.50		0.00		0.00
	10/01/2020 13:47:37		Sold 100 KIRK @ 8.84		883.97		0.00		0.03
	10/01/2020 13:54:42		Bought 300 CNET @ 1.42		-426.00		0.00		0.00
	10/01/2020 13:58:44		Bought 300 TENX @ 1.47		-441.00		0.00		0.00
	10/01/2020 15:52:42		Bought 430 WRN @ 1.19		-511.70		0.00		0.00
	10/01/2020 15:52:42		Bought 70 WRN @ 1.18		-82.60		0.00		0.00
	10/02/2020 08:17:32		Bought 100 SAVA @ 10.5		-1,050.00		0.00		0.00
	10/02/2020 10:12:51		Bought 200 INOD @ 2.91		-582.00		0.00		0.00
	10/02/2020 10:26:49		Bought 200 VRAY @ 3.39		-678.00		0.00		0.00
	10/02/2020 10:29:57		Bought 500 ARPO @ 1.49		-745.00		0.00		0.00
	10/02/2020 10:32:13		Bought 300 EMAN @ 1.197		-359.10		0.00		0.00
	10/02/2020 10:36:31		Bought 100 SPPI @ 4.0883		-408.83		0.00		0.00
	10/02/2020 10:37:09		Bought 200 CYCN @ 6.21		-1,242.00		0.00		0.00
	10/02/2020 12:15:08		Bought 100 SAVA @ 10.53		-1,053.00		0.00		0.00
	10/05/2020 10:34:20		Bought 100 KIRK @ 9.37		-937.00		0.00		0.00
	10/05/2020 10:46:27		Bought 300 EMAN @ 1.195		-358.50		0.00		0.00
	10/05/2020 10:49:16		Bought 200 KIRK @ 9.2458		-1,849.16		0.00		0.00
	10/05/2020 10:57:37		Sold 200 DRD @ 12		2,399.93		0.00		0.07
	10/05/2020 11:08:19		Bought 200 IMMP @ 1.66		-332.00		0.00		0.00
	10/05/2020 11:22:52		Bought 200 VRAY @ 3.4099		-681.98		0.00		0.00
	10/05/2020 15:57:16		Bought 200 LODE @ 1.06		-212.00		0.00		0.00
	10/06/2020 10:27:35		Bought 500 BRPAW @ 0.23		-115.00		0.00		0.00
	10/06/2020 10:35:26		Bought 200 INOD @ 3.2		-640.00		0.00		0.00
	10/06/2020 11:19:25		Bought 300 AMCIW @ 0.5801		-174.03		0.00		0.00
	10/06/2020 11:30:11		Bought 200 PRPH @ 6		-1,200.00		0.00		0.00
	10/06/2020 11:31:34		Sold 200 DRD @ 11.5122		2,302.37		0.00		0.07
	10/06/2020 13:03:13		Bought 500 TDACW @ 0.43		-215.00		0.00		0.00
	10/06/2020 13:20:21		Bought 200 SPPI @ 4.1883		-837.66		0.00		0.00
	10/06/2020 15:07:20		Bought 100 KIRK @ 10.16		-1,016.00		0.00		0.00
	10/06/2020 15:30:02		Bought 100 SAVA @ 11.32		-1,132.00		0.00		0.00
	10/07/2020 10:47:01		Bought 200 TANH @ 2.52		-504.00		0.00		0.00
	10/07/2020 11:14:09		Bought 200 INOD @ 3.15		-630.00		0.00		0.00
	10/07/2020 12:19:47		Bought 8 EVGN @ 3.86		-30.88		0.00		0.00
	10/07/2020 12:46:20		Bought 100 EDAP @ 4.46		-446.00		0.00		0.00
	10/07/2020 14:21:19		Bought 100 KIRK @ 10.21		-1,021.00		0.00		0.00
	10/08/2020 09:50:03		Bought 200 KIRK @ 10.035		-2,007.00		0.00		0.00
	10/08/2020 09:53:13		Bought 100 SAVA @ 11.985		-1,198.50		0.00		0.00
	10/08/2020 11:42:08		Bought 200 SURF @ 7.2		-1,440.00		0.00		0.00
	10/08/2020 12:01:42		Bought 300 MVIS @ 1.995		-598.50		0.00		0.00
	10/08/2020 12:13:34		Bought 200 KIRK @ 9.88		-1,976.00		0.00		0.00
	10/08/2020 12:36:19		Bought 200 SOL @ 3.11		-622.00		0.00		0.00
	10/08/2020 12:37:58		Bought 292 EVGN @ 4.09		-1,194.28		0.00		0.00
	10/08/2020 12:56:41		Bought 200 SESN @ 1.325		-265.00		0.00		0.00
	10/08/2020 13:00:06		Bought 200 SOL @ 3.02		-604.00		0.00		0.00
	10/08/2020 15:02:06		Sold 900 AIM @ 2.22		1,997.85		0.00		0.15
	10/08/2020 15:02:42		Sold 25 MICT @ 3.4748		86.87		0.00		0.00
	10/08/2020 15:02:42		Sold 225 MICT @ 3.4701		780.72		0.00		0.05
	10/09/2020 08:02:31		Sold 300 MVIS @ 2.81		842.94		0.00		0.06
	10/09/2020 10:12:28		Bought 200 TRVN @ 3.16		-632.00		0.00		0.00
	10/09/2020 10:54:23		Bought 200 FBIO @ 4.2		-840.00		0.00		0.00
	10/09/2020 11:13:41		Bought 300 CKPT @ 2.87		-861.00		0.00		0.00
	10/09/2020 11:25:49		Bought 200 VRAY @ 3.125		-625.00		0.00		0.00
	10/09/2020 11:28:17		Bought 200 EDAP @ 4.41		-882.00		0.00		0.00
	10/09/2020 12:01:18		Sold 200 KIRK @ 10.48		2,095.93		0.00		0.07
	10/09/2020 12:35:54		Sold 400 FEAC+ @ 4.5		1,799.91		0.00		0.09
	10/09/2020 12:57:43		Bought 100 SAVA @ 11.76		-1,176.00		0.00		0.00
	10/09/2020 13:50:26		Bought 200 CKPT @ 2.79		-558.00		0.00		0.00
	10/09/2020 13:57:12		Bought 100 SURF @ 7.11		-711.00		0.00		0.00
	10/09/2020 14:03:28		Bought 200 CNET @ 1.43		-286.00		0.00		0.00
	10/09/2020 14:48:10		Bought 100 PRPH @ 5.86		-586.00		0.00		0.00
	10/09/2020 15:18:11		Bought 100 OIIM @ 4.81		-481.00		0.00		0.00
	10/09/2020 15:33:20		Sold 200 SOL @ 4.19		837.96		0.00		0.04
	10/09/2020 15:40:03		Bought 100 OIIM @ 4.73		-473.00		0.00		0.00
	10/12/2020 09:54:18		Bought 1000 AUMN @ 0.4274		-427.40		0.00		0.00
	10/12/2020 14:49:16		Bought 100 PRPH @ 4.81		-481.00		0.00		0.00
	10/12/2020 15:18:17		Bought 200 VRAY @ 3.126		-625.20		0.00		0.00
	10/12/2020 15:21:44		Bought 200 RAIL @ 2.48		-496.00		0.00		0.00
	10/12/2020 15:35:03		Bought 100 VUZI @ 4.62		-462.00		0.00		0.00
	10/13/2020 09:38:59		Bought 200 AMCIW @ 1.056		-211.20		0.00		0.00
	10/13/2020 11:03:50		Bought 500 AMCIW @ 0.8695		-434.75		0.00		0.00
	10/13/2020 11:51:04		Bought 1000 AMCIW @ 0.8799		-879.90		0.00		0.00
	10/13/2020 12:09:36		Bought 1000 AMCIW @ 0.84		-840.00		0.00		0.00
	10/14/2020 12:27:27		Bought 100 VUZI @ 4.5099		-450.99		0.00		0.00
	10/14/2020 12:32:16		Bought 100 SPPI @ 4.1858		-418.58		0.00		0.00
	10/14/2020 13:29:43		Sold 500 CYCN @ 3.4901		1,744.95		0.00		0.10
	10/14/2020 14:31:32		Bought 500 KTRA @ 1.4999		-749.95		0.00		0.00
	10/14/2020 14:32:36		Bought 81 ARPO @ 1.4051		-113.81		0.00		0.00
	10/14/2020 14:32:36		Bought 219 ARPO @ 1.4		-306.60		0.00		0.00
	10/14/2020 15:22:40		Sold 1400 FBIO @ 2.83		3,961.74		0.00		0.26
	10/15/2020 09:47:38		Bought 200 SPPI @ 4.03		-806.00		0.00		0.00
	10/15/2020 10:03:24		Bought 100 SPPI @ 3.965		-396.50		0.00		0.00
	10/15/2020 12:04:39		Bought 300 CHCI @ 2.43		-729.00		0.00		0.00
	10/15/2020 15:18:02		Sold 150 UTZ+ @ 6.5201		977.98		0.00		0.04
	10/16/2020 15:29:30		Bought 700 AMCIW @ 0.8999		-629.93		0.00		0.00
	10/16/2020 15:59:53		Bought 1000 AMCIW @ 0.8401		-840.10		0.00		0.00
	10/19/2020 14:50:57		Bought 100 KIRK @ 11.39		-1,139.00		0.00		0.00
	10/19/2020 14:58:48		Bought 100 KIRK @ 11.1686		-1,116.86		0.00		0.00
	10/19/2020 15:01:05		Bought 100 T @ 26.83		-2,683.00		0.00		0.00
	10/19/2020 15:02:49		Bought 10 LHX @ 170.93		-1,709.30		0.00		0.00
	10/19/2020 15:34:40		Bought 200 CHCI @ 2.28		-456.00		0.00		0.00
	10/19/2020 16:33:45		Bought 1000 AMCIW @ 0.69		-690.00		0.00		0.00
	10/20/2020 10:36:58		Bought 100 SURF @ 7.99		-799.00		0.00		0.00
	10/21/2020 10:02:38		Bought 100 KIRK @ 11.17		-1,117.00		0.00		0.00
	10/21/2020 10:18:01		Bought 100 VUZI @ 4.305		-430.50		0.00		0.00
	10/21/2020 11:22:47		Bought 100 SCCC @ 24.8		-2,480.00		0.00		0.00
	10/21/2020 12:18:11		Bought 100 KIRK @ 10.9		-1,090.00		0.00		0.00
	10/21/2020 13:08:02		Bought 10 LHX @ 170.3		-1,703.00		0.00		0.00
	10/21/2020 13:51:53		Sold 37 BRG PRA @ 25		929.45		0.00		0.00
	10/21/2020 15:46:07		Sold 500 LINC @ 5.3855		2,692.63		0.00		0.12
	10/21/2020 15:50:47		Bought 36 ENPH @ 102.04		-3,673.44		0.00		0.00
	10/22/2020 10:27:30		Sold 1300 SAVA @ 8.7		11,309.60		0.00		0.40
	10/22/2020 10:48:37		Sold 200 PRPH @ 8.2		1,639.94		0.00		0.06
	10/22/2020 12:06:42		Bought 100 SAVA @ 8.66		-866.00		0.00		0.00
	10/22/2020 12:24:03		Bought 100 SAVA @ 8.59		-859.00		0.00		0.00
	10/23/2020 09:39:38		Bought 300 OCX @ 1.65		-495.00		0.00		0.00
	10/23/2020 09:53:22		Bought 200 AQST @ 5.21		-1,042.00		0.00		0.00
	10/23/2020 09:57:35		Bought 100 SAVA @ 10.225		-1,022.50		0.00		0.00
	10/23/2020 10:42:58		Bought 100 SAVA @ 10		-1,000.00		0.00		0.00
	10/23/2020 12:16:00		Bought 100 SAVA @ 9.67		-967.00		0.00		0.00
	10/23/2020 13:32:54		Bought 200 SAVA @ 9.42		-1,884.00		0.00		0.00
	10/23/2020 14:59:56		Bought 200 SAVA @ 9.11		-1,822.00		0.00		0.00
	10/26/2020 11:17:34		Bought 20 TQQQ @ 132.43		-2,648.60		0.00		0.00
	10/26/2020 12:34:10		Bought 4 TQQQ @ 131.1727		-524.69		0.00		0.00
	10/26/2020 13:11:03		Sold 1100 ARPO @ 1.275		1,402.34		0.00		0.16
	10/26/2020 13:17:00		Bought 10 TQQQ @ 129.4		-1,294.00		0.00		0.00
	10/26/2020 13:27:55		Sold 600 AMNF @ 2.13		1,270.95		6.95		0.10
	10/26/2020 13:29:43		Bought 10 TQQQ @ 128.29		-1,282.90		0.00		0.00
	10/26/2020 13:34:03		Sold 1000 CNET @ 1.4019		1,401.75		0.00		0.15
	10/27/2020 10:22:09		Bought 10 LHX @ 168.5		-1,685.00		0.00		0.00
	10/27/2020 11:49:01		Sold 150 CC @ 20.4691		3,070.28		0.00		0.09
	10/27/2020 11:51:43		Sold 200 OLN @ 16.55		3,309.91		0.00		0.09
	10/27/2020 11:53:47		Sold 100 MC @ 39.74		3,973.90		0.00		0.10
	10/27/2020 11:55:01		Sold 1500 RADA @ 6.2701		9,404.76		0.00		0.39
	10/27/2020 12:05:14		Sold 300 CWEN @ 28.75		8,624.77		0.00		0.23
	10/27/2020 12:34:19		Bought 100 PRU @ 64.08		-6,408.00		0.00		0.00
	10/27/2020 12:58:14		Bought 50 PRU @ 63.76		-3,188.00		0.00		0.00
	10/27/2020 13:48:20		Sold 44 TQQQ @ 136.6		6,010.26		0.00		0.14
	10/27/2020 15:07:27		Bought 15 LHX @ 167.5		-2,512.50		0.00		0.00
	10/27/2020 15:45:16		Bought 15 LHX @ 166.95		-2,504.25		0.00		0.00
	10/28/2020 09:51:36		Bought 200 TANH @ 2.79		-558.00		0.00		0.00
	10/28/2020 10:17:19		Bought 15 PRU @ 62.1		-931.50		0.00		0.00
	10/28/2020 10:21:25		Bought 100 KIRK @ 9.97		-997.00		0.00		0.00
	10/28/2020 10:24:22		Bought 100 SAVA @ 8.71		-871.00		0.00		0.00
	10/28/2020 10:38:59		Bought 100 SURF @ 8.49		-849.00		0.00		0.00
	10/28/2020 10:45:32		Bought 10 PRU @ 61.46		-614.60		0.00		0.00
	10/28/2020 10:45:49		Bought 10 LHX @ 163.75		-1,637.50		0.00		0.00
	10/28/2020 11:02:00		Bought 100 OIIM @ 5.06		-506.00		0.00		0.00
	10/28/2020 11:30:34		Bought 300 BDR @ 1.54		-462.00		0.00		0.00
	10/28/2020 11:30:55		Bought 300 FTFT @ 2.06		-618.00		0.00		0.00
	10/28/2020 11:31:31		Bought 10 TQQQ @ 122.54		-1,225.40		0.00		0.00
	10/28/2020 11:32:53		Bought 10 LHX @ 162.45		-1,624.50		0.00		0.00
	10/28/2020 11:55:59		Bought 300 BRN @ 0.9		-270.00		0.00		0.00
	10/28/2020 12:59:20		Bought 100 AQST @ 5.05		-505.00		0.00		0.00
	10/28/2020 13:10:37		Bought 10 TQQQ @ 121.75		-1,217.50		0.00		0.00
	10/28/2020 13:17:01		Bought 10 TQQQ @ 121.26		-1,212.60		0.00		0.00
	10/28/2020 13:50:21		Bought 2 BDR @ 1.49		-2.98		0.00		0.00
	10/28/2020 14:00:35		Bought 10 LHX @ 161.69		-1,616.90		0.00		0.00
	10/28/2020 14:36:37		Bought 200 AUMN @ 0.4202		-84.04		0.00		0.00
	10/28/2020 15:55:24		Bought 10 TQQQ @ 120.76		-1,207.60		0.00		0.00
	10/28/2020 16:09:18		Sold 36 ENPH @ 103		3,707.92		0.00		0.08
	10/29/2020 11:12:55		Sold 40 TQQQ @ 125.4		5,015.89		0.00		0.11
	10/29/2020 14:58:22		Bought 500 TANH @ 2.68		-1,340.00		0.00		0.00
	10/30/2020 09:46:22		Bought 1000 CHCI @ 2.41		-2,410.00		0.00		0.00
	10/30/2020 10:14:59		Bought 500 BDR @ 1.39		-695.00		0.00		0.00
	10/30/2020 10:29:13		Bought 10 TQQQ @ 117.3		-1,173.00		0.00		0.00
	10/30/2020 12:44:56		Bought 200 VUZI @ 3.82		-764.00		0.00		0.00
	10/30/2020 13:09:53		Bought 1000 CHCI @ 2.39		-2,390.00		0.00		0.00
	10/30/2020 14:31:41		Bought 10 LHX @ 158.51		-1,585.10		0.00		0.00
	10/30/2020 15:53:49		Bought 300 MGEN @ 1.27		-381.00		0.00		0.00

Dividends:

10/01/2020 03:03:15		QUALIFIED DIVIDEND (LADR)		144.92		0.00		0.00
	10/01/2020 03:11:06		ORDINARY DIVIDEND (ERH)		39.78		0.00		0.00
	10/02/2020 00:00:01		QUALIFIED DIVIDEND (IRM)		384.09		0.00		0.00
	10/05/2020 00:00:01		QUALIFIED DIVIDEND (BRG PRA)		77.34		0.00		0.00
	10/06/2020 14:50:25		QUALIFIED DIVIDEND (BRG PRA)		-19.08		0.00		0.00
	10/08/2020 00:00:01		ORDINARY DIVIDEND (MPW)		391.50		0.00		0.00
	10/08/2020 15:42:40		QUALIFIED DIVIDEND (DRD)		81.88		0.00		0.00
	10/08/2020 15:42:40		ADR FEE (DRD)		-2.23		0.00		0.00
	10/08/2020 15:42:40		FOREIGN TAX WITHHELD (DRD)		-16.38		0.00		0.00
	10/09/2020 13:53:03		QUALIFIED DIVIDEND (BRG PRA)		19.08		0.00		0.00
	10/15/2020 00:00:01		QUALIFIED DIVIDEND (AGNCO)		81.25		0.00		0.00
	10/15/2020 00:00:01		QUALIFIED DIVIDEND (BHR PRD)		103.12		0.00		0.00
	10/15/2020 00:00:01		QUALIFIED DIVIDEND (CAI PRA)		79.69		0.00		0.00
	10/15/2020 00:00:01		ORDINARY DIVIDEND (FDEU)		54.00		0.00		0.00
	10/15/2020 00:00:01		PARTNERSHIP DISTRIBUTION (NGL PRB)		112.50		0.00		0.00
	10/15/2020 00:00:01		QUALIFIED DIVIDEND (TWO PRD)		96.88		0.00		0.00
	10/16/2020 00:00:01		ORDINARY DIVIDEND (AWF)		26.20		0.00		0.00
	10/16/2020 10:36:32		CASH IN LIEU OF FRACTIONAL SHARES (FURY)		0.37		0.00		0.00
	10/22/2020 00:00:01		ORDINARY DIVIDEND (CIO)		60.00		0.00		0.00
	10/22/2020 00:00:01		QUALIFIED DIVIDEND (CIO PRA)		82.81		0.00		0.00
	10/23/2020 00:00:01		ORDINARY DIVIDEND (GGN)		58.50		0.00		0.00
	10/26/2020 00:00:01		QUALIFIED DIVIDEND (AMNF)		10.50		0.00		0.00
	10/30/2020 00:00:01		ORDINARY DIVIDEND (UTG)		129.42		0.00		0.00
	10/30/2020 00:00:01		QUALIFIED DIVIDEND (AWP)		24.00		0.00		0.00
	10/30/2020 00:00:01		ORDINARY DIVIDEND (AGD)		99.13		0.00		0.00
	10/30/2020 00:00:01		PARTNERSHIP DISTRIBUTION (CODI PRB)		98.44

Holdings:

Non income producing. Actual today, not from statement:

2300 ALACW
6000 AMICW
700 ANDAW
400 APOP
1200 AUMN
802 BDR
300 BRN
300 BRPAW
3600 CHCI
500 CKPT
500 EDAP
1000 EMAN
700 ENPH
300 EVGN
1200 FEAC+
700 FREEW
300 FTFT
270 FURY
600 IMMP
600 INOD
2000 INUV
500 KFS
1200 KIRK
1500 KTRA
1000 LOAD
1500 MGEN
1700 MMMB
1700 MVIS
800 NAK
300 OCX
700 OIIM
300 PAEWW
500 PRPH
700 RAIL
1000 SAMAW
1000 SAVA
1000 SESN
900 SOL
1300 SPPI
500 SURF
2000 SYN
1300 TANH
500 TDACW
1100 TENX
10 TQQQ
850 TRVN
1000 VRAY
1300 VUZI
500 WRN
4700 WYY

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