Monthly update: Note the yield drop. Everything bought had a lower yield than BOX.
For year into growers NATI, HRS, OXY = $10,735.83
Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
Dec. Totals $262,934.31... $261,456.95..... $1,477.36.... 0.6%.. $17,371.32............ 6.6%
Jan. Totals $284,477.49.... $262,934.31..... $21,543.18.. 8.2%.. $17,178.20............ 6.0%
Since Jan. 1, 2012:
My IRA $262,934 to $284,477 = +8.1%
Dow 13,104 to 13,861 = +5.8%
S+P 500 1426 to 1498 = +5.1%
Nasdaq 3019 to 3142 = +4.1%
Since inception Jan. 1, 2010:
My IRA $178,517 to $284,477 = +59.3%
Dow 10428 to 13,861 = +39.9% (includes total 7% yield for 2010/11/12 )
S+P 500 1115 to 1498 = +40.2% (includes total 5.88% yield for 2010/11/12 )
Nasdaq 2269 to 3142 = +41% (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 Jan. 2012 $17,178
Dec. dividends: $1,152
Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $1,152
Trades:
01/31/2013 12:11:30 Bought 150 NAUH @ 3.8 -579.95 ---
01/31/2013 10:30:16 Bought 100 NATI @ 28.2598 -2,835.93 ---
01/31/2013 09:52:59 Bought 50 OXY @ 86.9 -4,354.95 ---
01/29/2013 15:51:13 Bought 75 HRS @ 47.08 -3,540.95 ---
01/22/2013 10:49:55 Sold 550 BOX @ 23.03 12,656.26 ---
01/17/2013 14:30:51 Bought 250 CRWS @ 4.91 -1,237.45
2012 trading costs $60.
Holdings:
| | BKCC |
| 200 |
| 2,128.00 |
| 1.04 |
| 9.74 |
|
| |
| | CDR-B |
| 55 |
| 1,348.88 |
| 1.81 |
| 7.39 |
|
| |
| | CLMT |
| 174 |
| 5,585.40 |
| 2.60 |
| 8.20 |
|
| |
| | COP |
| 142 |
| 8,352.44 |
| 2.64 |
| 4.55 |
|
| |
| | CPLP |
| 900 |
| 7,371.00 |
| 0.93 |
| 11.28 |
|
| |
| | CQP |
| 200 |
| 4,662.00 |
| 1.70 |
| 7.34 |
|
| |
| | CRWS |
| 250 |
| 1,300.00 |
| 0.32 |
| 6.16 |
|
| |
| | CSX |
| 200 |
| 4,384.00 |
| 0.56 |
| 2.54 |
|
| |
| | D |
| 100 |
| 5,417.00 |
| 2.25 |
| 4.15 |
|
| |
| | EPB |
| 300 |
| 12,414.00 |
| 2.44 |
| 5.85 |
|
| |
| | ESP |
| 300 |
| 7,602.00 |
| 1.00 |
| 3.98 |
|
| |
| | GRH-C |
| 110 |
| 2,146.10 |
| 2.50 |
| 12.82 |
|
| |
| | GST-A |
| 100 |
| 1,894.80 |
| 2.16 |
| 11.39 |
|
| |
| | HRS |
| 75 |
| 3,471.00 |
| 1.48 |
| 3.20 |
|
| |
| | HTGC |
| 158 |
| 1,941.82 |
| 0.96 |
| 7.84 |
|
| |
| | JNJ |
| 173 |
| 12,833.14 |
| 2.44 |
| 3.30 |
|
| |
| | LRE |
| 100 |
| 1,787.00 |
| 1.92 |
| 11.02 |
|
| |
| | LTC |
| 300 |
| 11,244.00 |
| 1.86 |
| 4.99 |
|
| |
| | MCGC |
| 400 |
| 1,866.00 |
| 0.50 |
| 10.84 |
|
| |
| | MHR-D |
| 400 |
| 18,408.00 |
| 4.00 |
| 8.73 |
|
| |
| | MO |
| 200 |
| 6,840.00 |
| 1.76 |
| 5.22 |
|
| |
| | MPW |
| 1300 |
| 17,719.00 |
| 0.80 |
| 5.94 |
|
| |
| | NATI |
| 100 |
| 3,010.00 |
| 0.56 |
| 1.97 |
|
| |
| | NAUH |
| 300 |
| 1,140.00 |
| 0.16 |
| 4.10 |
|
| |
| | NM |
| 150 |
| 555.00 |
| 0.24 |
| 6.41 |
|
| |
| | NRF |
| 773 |
| 6,068.05 |
| 0.68 |
| 8.71 |
|
| |
| | O |
| 900 |
| 39,060.00 |
| 2.17 |
| 4.96 |
|
| |
| | OXY |
| 50 |
| 4,384.00 |
| 2.16 |
| 2.44 |
|
| |
| | PEP |
| 44 |
| 3,197.48 |
| 2.15 |
| 2.95 |
|
| |
| | PG |
| 63 |
| 4,782.96 |
| 2.25 |
| 2.99 |
|
| |
| | PPL |
| 300 |
| 9,111.00 |
| 1.44 |
| 4.75 |
|
| |
| | PSEC |
| 1200 |
| 13,596.00 |
| 1.32 |
| 11.70 |
|
| |
| | RNDY |
| 290 |
| 1,719.70 |
| 0.48 |
| 8.24 |
|
| |
| | SFL |
| 200 |
| 3,380.00 |
| 1.56 |
| 9.25 |
|
| |
| | SGU |
| 1000 |
| 4,780.00 |
| 0.31 |
| 6.62 |
|
| |
| | SNH |
| 400 |
| 9,808.00 |
| 1.56 |
| 6.47 |
|
| |
| | SRV |
| 300 |
| 2,517.00 |
| 0.90 |
| 10.81 |
|
| |
| | TCP |
| 100 |
| 4,294.00 |
| 3.12 |
| 7.20 |
|
| |
| | TICC |
| 300 |
| 3,222.00 |
| 1.16 |
| 10.86 |
|
| |
| | TRP |
| 300 |
| 14,439.00 |
| 1.76 |
| 3.71 |
|
| |
| | VGR |
| 228 |
| 3,504.36 |
| 1.60 |
| 10.29 |
|
| |
| | WM |
| 272 |
| 9,873.60 |
| 1.42 |
| 3.90 |
|
| |
| | WU |
| 179 |
| 2,574.02 |
| 0.50 |
| 3.51 |
Going to put this here so I don't lose it and to reinforce a major change to divvie growth.
Message 28686843
My goal was to be able to withdraw $1000 a month after taxes when I was eligible in 2014. I figure our tax rate will be 15%.
After that I wanted to be able to withdraw 5% more from income each year
Income needs to be: $16,915 and growing 5% a year in 2018.
Jan. 2013 it is time for stage two. Stocks with expected over 5% dividend increases. Hence my list, many stocks
with yields I would not consider before.
At this point income taking a hit in the short term will not matter. The end justifies the means.
I'd like to end the year above the 2018 goal of $16,915, and keep it there, but we'll see. |
