Really surprised it isn't worse, with my two largest positions, O and MPW, down 5% and up 13% since Jan. 1st respectively.
At an all time high, but imho, those that say "my portfolio is at an all time high" without context, aren't saying much. I'm proof of that.
Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
Oct..... Totals $321,813.88..$309,775.72....$12,038.16.......3.9%.......$20,769.18.........6.5%
Nov. ....Totals $323,639.50. $321,813.88.... $1,825.62...... 0.6%...... $19,140.58........ 5.9%
Since Jan. 1, 2013:
Nasdaq 3019 to 4060 =............+34.5%
BRK.A 134,060 to 174,750 =...... +30.4%
S+P 500 1426 to 1757 =.......... +26.6%
My IRA $262,934 to $321,813 = +23.1%
Dow 13,104 to 15546 =........... +22.8%
Since inception Jan. 1, 2010:
Nasdaq 2269 to 4060 =............. +81.4% (includes total 2.5% yield for 2010/11/12 )
My IRA $178,517 to $321,813 = +81.3%
BRK.A 99,200 To 174,750 = .....+74.4%
S+P 500 1115 to 1806 =........... +67.9% (includes total 5.9% yield for 2010/11/12 )
Dow 10428 to 16086 = .............+61.3% (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 Nov. 2013 $19,140
Nov. dividends: $1389.10
Actual dividends received:
2010 total $12,317 yoc 6.89%
2011 total $14,160 yoc 7.93%
2012 total: $16,497 yoc 9.24%
2013 total: $17,175 yoc 9.62%
Trades:
11/29/2013 09:55:10 Bought 500 MHR @ 7.139 -3,577.50 ---
11/29/2013 09:49:56 Sold 1000 NAUH @ 3.6 3,591.93 ---
11/27/2013 11:44:02 Bought 500 MHR @ 7.0599 -3,537.95 ---
11/27/2013 11:01:25 Sold 100 EPB @ 41.661 4,158.02 ---
11/25/2013 15:50:19 Bought 50 SDRL @ 42.5195 -2,133.98 ---
11/25/2013 10:09:42 Bought 500 MHR @ 6.96 -3,488.00 ---
11/22/2013 10:24:40 Sold 1000 MHR @ 7.07 7,061.87 ---
11/18/2013 15:44:39 Bought 60 STE @ 44.7899 -2,695.39 ---
11/18/2013 14:55:14 Bought 500 MHR @ 6.7099 -3,362.95 ---
11/18/2013 14:04:18 Bought 500 MHR @ 6.759 -3,387.50 ---
11/15/2013 10:44:11 Sold 200 CPLP @ 9 1,791.96 ---
11/14/2013 09:59:37 Bought 350 MHR @ 7 -2,458.00 ---
11/12/2013 13:53:05 Sold 400 MHR PRC @ 25.3401 10,127.86 ---
11/12/2013 10:13:42 Bought 350 MHR @ 7.0499 -2,475.47 ---
11/12/2013 09:56:14 Bought 300 APTS @ 7.6696 -2,308.88 ---
11/08/2013 10:36:11 Bought 100 FF @ 15.68 -1,576.00 ---
11/05/2013 10:17:54 Sold 400 TICC @ 10.16 4,063.92 ---
11/05/2013 10:17:54 Sold 200 TICC @ 10.17 2,025.96
2013 trading costs $1008
Holdings - cash $858
Symbol Qty Dividend Amount Dividend Yield |
