Monthly update.
Big mistake on Buffet last month: BRK.A 99,200 To 187,350 = ......+75.10% Should have been 88.86%.
They are soon going to have to quit writing those articles about him not beating the S+P over the last five years.
DV traded his DRI for some KO and PG. sensiblestocks.com
...............Current Value Prior Value Period Change %Change Estimated Income Estimated Yield
Mar. Totals..... $342,106.61... $340,561.97... $1,544.64.... 0.5%....... $19,627.86....... 5.7%
April Totals..... $349,389.59... $342,106.61... $7,282.98.... 2.1%....... $19,987.01....... 5.7%
Since Jan. 1, 2014:
BRK.A 177,900 to 193,094 =........ +8.54%
DVK SS $70,485 to $75,404 =..... +6.99%
My IRA $327,146 to 349,389 = ....+ 6.80%
S+P 500 1848 to 1884 =...............+1.94%
Dow 16577 to 16,581 = ................ -0-%
Nasdaq 4177 to 4115 =................-1.5%
Since inception Jan. 1, 2010:
My IRA $178,517 to $349,389 = +95.72%
BRK.A 99,200 To 193,094 = ......+94.65%
Nasdaq 2269 to 4115 =............. +85.03% (includes total 3.67 yield for 2010 thru 2013 )
DVK SS $41,706 to $75,404 =... +80.80
S+P 500 1115 to 1884 =............ +76.29% (includes total 7.32 yield for 2010 thru 2013 )
Dow 10428 to 16,581 = ...............+66.89% (includes total 8.7 yield for 2010 thru 2013 )
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 Jan. 2014 $18,882
End Mar. 2014 $19,987
Mar. dividends: $1383.13
Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $19,421
2014 total: $6,123
04/16/2014 13:23:49 Bought 600 MHR @ 8.59 -5,162.00 ---
04/16/2014 13:15:30 Sold 200 MHR PRC @ 26.2005 5,231.98 ---
04/15/2014 13:09:20 Bought 400 AMNF @ 1.65 -668.00 ---
04/10/2014 12:17:48 Bought 70 NADL @ 8.4599 -600.19 ---
04/10/2014 10:20:52 Bought 300 HCT @ 10.2399 -3,079.97 ---
04/09/2014 11:06:18 Sold 400 MHR @ 8.88 3,543.92
2014 trading costs $488
Holdings - cash $740
| |
| | ABR |
| 330 |
| 2,310.00 |
| 0.52 |
| 7.43 |
|
| |
| | AMNF |
| 1000 |
| 1,830.00 |
| 0.064 |
| 3.4973 |
|
| |
| | APL-E |
| 200 |
| 5,160.00 |
| 0.00 |
| 0.00 |
|
| |
| | APTS |
| 350 |
| 2,842.00 |
| 0.64 |
| 7.8818 |
|
| |
| | ARCP |
| 300 |
| 3,933.00 |
| 1.00 |
| 7.6278 |
|
| |
| | BOLT |
| 142 |
| 2,351.52 |
| 0.36 |
| 2.1739 |
|
| |
| | CLMT |
| 274 |
| 7,710.36 |
| 2.74 |
| 9.737 |
|
| |
| | CPLP |
| 200 |
| 2,178.00 |
| 0.93 |
| 8.5399 |
|
| |
| | CQP |
| 200 |
| 6,600.00 |
| 1.70 |
| 5.1515 |
|
| |
| | CSX |
| 200 |
| 5,574.00 |
| 0.64 |
| 2.30 |
|
| |
| | CVX |
| 125 |
| 15,617.50 |
| 4.28 |
| 3.43 |
|
| |
| | D |
| 100 |
| 7,248.00 |
| 2.40 |
| 3.31 |
|
| |
| | DLR |
| 75 |
| 4,015.50 |
| 3.32 |
| 6.20 |
|
| |
| | DRI |
| 60 |
| 2,977.80 |
| 2.20 |
| 4.43 |
|
| |
| | EPB |
| 250 |
| 8,285.00 |
| 2.60 |
| 7.85 |
|
| |
| | FF |
| 300 |
| 6,165.00 |
| 0.48 |
| 2.34 |
|
| |
| | FSC |
| 300 |
| 2,793.00 |
| 0.9996 |
| 10.7368 |
|
| |
| | GRH-C |
| 110 |
| 2,188.55 |
| 2.50 |
| 12.56 |
|
| |
| | GST-A |
| 100 |
| 2,495.00 |
| 2.1563 |
| 8.65 |
|
| |
| | HASI |
| 300 |
| 4,005.00 |
| 0.00 |
| 0.00 |
|
| |
| | HCT |
| 300 |
| 3,120.00 |
| 0.68 |
| 6.53 |
|
| |
| | KMI |
| 300 |
| 9,780.00 |
| 1.68 |
| 5.15 |
|
| |
| | KMI+ |
| 500 |
| 970.00 |
| 0.00 |
| 0.00 |
|
| |
| | KO |
| 90 |
| 3,670.20 |
| 1.22 |
| 2.99 |
|
| |
| | LO |
| 70 |
| 4,129.30 |
| 2.46 |
| 4.17 |
|
| |
| | LTC |
| 300 |
| 11,673.00 |
| 2.04 |
| 5.24 |
|
| |
| | MAT |
| 100 |
| 3,939.00 |
| 1.52 |
| 3.8589 |
|
| |
| | MCGC |
| 455 |
| 1,483.30 |
| 0.28 |
| 8.589 |
|
| |
| | MHR |
| 2100 |
| 17,241.00 |
| 0.00 |
| 0.00 |
|
| |
| | MHR-C |
| 200 |
| 5,200.00 |
| 2.56 |
| 9.85 |
|
| |
| | MHR-D |
| 400 |
| 19,819.96 |
| 4.00 |
| 8.07 |
|
| |
| | MO |
| 200 |
| 7,966.00 |
| 1.92 |
| 4.82 |
|
| |
| | MPW |
| 1450 |
| 19,546.00 |
| 0.84 |
| 6.23 |
|
| |
| | MYE |
| 100 |
| 1,870.00 |
| 0.52 |
| 2.78 |
|
| |
| | NADL |
| 450 |
| 3,879.00 |
| 0.92 |
| 10.67 |
|
| |
| | NATI |
| 100 |
| 2,718.00 |
| 0.60 |
| 2.2075 |
|
| |
| | NMFC |
| 300 |
| 4,272.00 |
| 1.36 |
| 9.55 |
|
| |
| | NRF |
| 893 |
| 14,359.44 |
| 1.00 |
| 6.22 |
|
| |
| | O |
| 900 |
| 38,889.00 |
| 2.19 |
| 5.07 |
|
| |
| | OXY |
| 150 |
| 14,248.50 |
| 2.88 |
| 3.03 |
|
| |
| | PSEC |
| 1200 |
| 12,960.00 |
| 1.3251 |
| 12.2694 |
|
| |
| | RSO |
| 300 |
| 1,650.00 |
| 0.80 |
| 14.55 |
|
| |
| | RSO-B |
| 150 |
| 3,424.50 |
| 2.06 |
| 9.02 |
|
| |
| | SDRL |
| 100 |
| 3,444.00 |
| 3.92 |
| 11.38 |
|
| |
| | SFL |
| 200 |
| 3,524.00 |
| 1.60 |
| 9.08 |
|
| |
| | SLP |
| 100 |
| 606.00 |
| 0.20 |
| 3.3003 |
|
| |
| | SPAN |
| 145 |
| 3,042.10 |
| 0.56 |
| 2.6692 |
|
| |
| | STE |
| 100 |
| 4,810.00 |
| 0.84 |
| 1.75 |
|
| |
| | TAL |
| 140 |
| 5,826.80 |
| 2.88 |
| 6.92 |
|
| |
| | TESS |
| 100 |
| 3,273.00 |
| 0.80 |
| 2.4442 |
|
| |
| | TGT |
| 110 |
| 6,791.40 |
| 1.72 |
| 2.79 |
|
| |
| | UTG |
| 100 |
| 2,908.94 |
| 1.65 |
| 5.6722 |
|
| |
| | VGR |
| 239 |
| 5,128.94 |
| 1.60 |
| 7.46 |
|
| |
| | WIN |
| 200 |
| 1,832.00 |
| 1.00 |
| 10.917 |
|
| |
| | WU |
| 250 |
| 3,962.50 |
| 0.50 |
| 3.15 |
|
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