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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Steve Felix who wrote (16834)

10/2/2013 1:27:44 PM

From: Steve Felix

Read Replies (1) | Respond to of 34328

Monthly update:

Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield

August Totals $298,837.12.. $312,734.14.. ($13,897.02)... (4.4)%.... $20,364.66......... 6.8%
Sept.... Totals $309,775.72.. $298,837.12.. $10,938.60...... 3.7%...... $20,447.26........ 6.6%

Since Jan. 1, 2013:

BRK.A 134,060 to 170,410 = +27.1%
Nasdaq 3019 to 3771 = +24.9%
S+P 500 1426 to 1682 = +18%
My IRA $262,934 to $309,775 = 17.8%
Dow 13,104 to 15,130 = +15.5%

Since inception Jan. 1, 2010:

My IRA $178,517 to $309,775 = +73.5%
BRK.A 99,200 To 170,410 = +71.8%
Nasdaq 2269 to 3771 = +69.0% (includes total 2.5% yield for 2010/11/12 )
S+P 500 1115 to 1682 = +56.7% (includes total 5.9% yield for 2010/11/12 )
Dow 10428 to 15130 = +52% (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 Aug. 2013 $20,364
End Sept. 2013 $20,447

August dividends: $3,715 ( thanks to MHR-C+D )

Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $14,351

Trades:

09/06/2013 10:39:16 Bought 35 TGT @ 63.2 -2,220.00

2013 trading costs $800

Holdings - cash $1590

Symbol Qty Dividend Amount Dividend Yield

ABR	330	0.52	7.53
	AMNF	600	0.056	3.52
	CAH	50	1.21	2.27
	CLMT	274	2.74	9.98
	CPLP	400	0.93	10.28
	CQP	200	1.70	6.53
	CSX	200	0.60	2.29
	D	100	2.25	3.59
	EPB	300	2.52	5.88
	ESP	300	1.00	3.47
	GOV	100	1.72	7.13
	GRH-C	110	2.496	13.44
	GST-A	100	2.1563	9.01
	HRS	125	1.68	2.81
	LTC	300	1.86	4.74
	MCGC	400	0.50	9.96
	MHR-C	900	2.562	10.13
	MHR-D	600	3.9996	8.64
	MO	200	1.92	5.53
	MPW	1450	0.80	6.41
	MYE	100	0.36	1.77
	NATI	100	0.56	1.77
	NAUH	2000	0.18	5.15
	NMFC	300	1.36	9.43
	NRF	893	0.80	8.48
	O	900	2.18	5.36
	OXY	150	2.56	2.71
	PSEC	1200	1.32	11.80
	RES	300	0.40	2.55
	RNDY	550	0.48	5.41
	SFL	200	1.56	9.92
	SLP	100	0.12	2.49
	SNH	400	1.56	6.46
	SPAN	145	0.56	2.62
	TAL	140	2.72	5.74
	TESS	100	0.72	2.05
	TGT	55	1.72	2.69
	TICC	1000	1.16	11.87
	VGR	239	1.60	9.95
	WAG	80	1.26	2.24
	WIN	200	1.00	12.21
	WU	250	0.50	2.67