Monthly update.
BRKA cooling a little after the big yearly shindig.
DVK not updated yet. sensiblestocks.com
He should have built $1000 and bought a new position. I've given him credit for that $1000 +$150.
We will see how close I am.
Thank you NADL.
...............Current Value Prior Value Period Change %Change Estimated Income Estimated Yield
April Totals..... $349,389.59... $342,106.61... $7,282.98.... 2.1%....... $19,987.01....... 5.7%
May Totals..... $353,516.54... $349,389.59... $4,126.95.... 1.2%....... $19,963.43...... 5.6%
Since Jan. 1, 2014:
My IRA $327,146 to 353,516 = ....+ 8.06%
DVK SS $70,485 to $76,150 =..... +8.03%
BRK.A 177,900 to 192,000 =........ +7.93%
S+P 500 1848 to 1924 =...............+4.10%
Nasdaq 4177 to 4243 =................+1.58%
Dow 16577 to 16,715 = ................ +.83%
Since inception Jan. 1, 2010:
My IRA $178,517 to $353,516 = +98.03%
BRK.A 99,200 To 192,000 = ......+93.54%
Nasdaq 2269 to 4243 =............. +90.67 (includes total 3.67 yield for 2010 thru 2013 )
DVK SS $41,706 to $76,150 =... +82.58%
S+P 500 1115 to 1924 =............ +79.88% (includes total 7.32 yield for 2010 thru 2013 )
Dow 10428 to 16,715 = ...............+68.99% (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 June 2014 $19,987
May dividends: $1,337.74
Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $19,421
2014 total: $7,461.13
Trades:
05/28/2014 10:54:35 Bought 140 LTS PRA @ 22.2996 -3,129.94 ---
05/28/2014 10:52:49 Sold 275 MHR @ 7.85 2,150.70 ---
05/22/2014 14:17:54 Bought 50 TGT @ 55.8399 -2,800.00 ---
05/22/2014 14:16:10 Bought 100 RAVN @ 29.9299 -3,000.99 ---
05/22/2014 14:12:24 Sold 140 TAL @ 43.85 6,130.86 ---
05/20/2014 12:41:23 Bought 275 MHR @ 7.0699 -1,952.22 ---
05/20/2014 11:59:34 Sold 200 PSEC @ 9.9101 1,973.97 ---
05/16/2014 10:05:48 Bought 200 MHR @ 7.209 -1,449.80 ---
05/15/2014 11:23:36 Bought 150 NRFTP @ 24.8 -3,728.00 ---
05/15/2014 11:18:28 Sold 70 LO @ 56.81 3,968.61 ---
05/13/2014 09:52:18 Bought 200 PSEC @ 9.439 -1,895.80 ---
05/13/2014 09:51:33 Sold 330 ABR @ 7.101 2,335.27 ---
05/05/2014 12:28:22 Bought 50 RSO PRB @ 22.79 -1,147.50 ---
05/05/2014 12:27:05 Bought 150 HCT @ 10.3299 -1,557.49 ---
05/05/2014 12:18:26 Sold 60 DRI @ 49.26 2,947.53 ---
05/02/2014 11:25:13 Bought 75 CAH @ 64.17 -4,820.75 ---
05/02/2014 11:21:50 Sold 575 MHR @ 8.381 4,810.97 ---
05/01/2014 10:13:56 Bought 42 BOLT @ 16.51 -701.42 ---
2014 trading costs $632
Holdings - cash $1,161
| | AMNF |
| 1000 |
| 1,770.00 |
| 0.064 |
| 3.6158 |
|
| |
| | APL-E |
| 200 |
| 5,162.00 |
| 2.48 |
| 7.61 |
|
| |
| | APTS |
| 350 |
| 2,961.00 |
| 0.64 |
| 7.565 |
|
| |
| | ARCP |
| 300 |
| 3,723.00 |
| 1.00 |
| 8.058 |
|
| |
| | BOLT |
| 142 |
| 2,561.68 |
| 0.36 |
| 1.9956 |
|
| |
| | CAH |
| 75 |
| 5,297.25 |
| 1.37 |
| 1.94 |
|
| |
| | CLMT |
| 274 |
| 8,704.98 |
| 2.74 |
| 8.6245 |
|
| |
| | CPLP |
| 200 |
| 2,144.00 |
| 0.93 |
| 8.6754 |
|
| |
| | CQP |
| 200 |
| 6,840.00 |
| 1.70 |
| 4.9708 |
|
| |
| | CSX |
| 200 |
| 5,880.00 |
| 0.64 |
| 2.18 |
|
| |
| | CVX |
| 125 |
| 15,348.75 |
| 4.28 |
| 3.49 |
|
| |
| | D |
| 100 |
| 6,896.00 |
| 2.40 |
| 3.48 |
|
| |
| | DLR |
| 75 |
| 4,312.50 |
| 3.32 |
| 5.77 |
|
| |
| | EPB |
| 250 |
| 8,560.00 |
| 2.60 |
| 7.59 |
|
| |
| | FF |
| 300 |
| 5,154.00 |
| 0.48 |
| 2.79 |
|
| |
| | FSC |
| 300 |
| 2,787.00 |
| 0.9996 |
| 10.76 |
|
| |
| | GRH-C |
| 110 |
| 2,271.50 |
| 2.50 |
| 12.10 |
|
| |
| | GST-A |
| 100 |
| 2,500.00 |
| 2.1563 |
| 8.64 |
|
| |
| | HASI |
| 300 |
| 4,227.00 |
| 0.00 |
| 0.00 |
|
| |
| | HCT |
| 450 |
| 4,477.50 |
| 0.68 |
| 6.83 |
|
| |
| | KMI |
| 300 |
| 10,017.00 |
| 1.68 |
| 5.03 |
|
| |
| | KMI+ |
| 500 |
| 1,145.00 |
| 0.00 |
| 0.00 |
|
| |
| | KO |
| 90 |
| 3,681.90 |
| 1.22 |
| 2.98 |
|
| |
| | LTC |
| 300 |
| 11,922.00 |
| 2.04 |
| 5.13 |
|
| |
| | LTS-A |
| 140 |
| 3,116.40 |
| 0.00 |
| 0.00 |
|
| |
| | MAT |
| 100 |
| 3,883.00 |
| 1.52 |
| 3.9145 |
|
| |
| | MCGC |
| 455 |
| 1,551.55 |
| 0.28 |
| 8.2111 |
|
| |
| | MHR |
| 1725 |
| 13,213.50 |
| 0.00 |
| 0.00 |
|
| |
| | MHR-C |
| 200 |
| 5,210.00 |
| 2.56 |
| 9.83 |
|
| |
| | MHR-D |
| 400 |
| 19,676.00 |
| 4.00 |
| 8.13 |
|
| |
| | MO |
| 200 |
| 8,312.00 |
| 1.92 |
| 4.62 |
|
| |
| | MPW |
| 1450 |
| 19,604.00 |
| 0.84 |
| 6.21 |
|
| |
| | MYE |
| 100 |
| 2,125.00 |
| 0.52 |
| 2.45 |
|
| |
| | NADL |
| 450 |
| 4,720.50 |
| 0.92 |
| 8.77 |
|
| |
| | NATI |
| 100 |
| 2,864.00 |
| 0.60 |
| 2.095 |
|
| |
| | NMFC |
| 300 |
| 4,266.00 |
| 1.36 |
| 9.56 |
|
| |
| | NRF |
| 893 |
| 14,779.15 |
| 1.00 |
| 6.04 |
|
| |
| | NRF-E |
| 150 |
| 3,759.00 |
| 0.00 |
| 0.00 |
|
| |
| | O |
| 900 |
| 38,970.00 |
| 2.19 |
| 5.06 |
|
| |
| | OXY |
| 150 |
| 14,953.50 |
| 2.88 |
| 2.89 |
|
| |
| | PSEC |
| 1200 |
| 11,928.00 |
| 1.3254 |
| 13.334 |
|
| |
| | RAVN |
| 100 |
| 3,135.00 |
| 0.48 |
| 1.5311 |
|
| |
| | RSO |
| 300 |
| 1,728.00 |
| 0.80 |
| 13.89 |
|
| |
| | RSO-B |
| 200 |
| 4,778.00 |
| 2.06 |
| 8.62 |
|
| |
| | SDRL |
| 100 |
| 3,800.00 |
| 4.00 |
| 10.53 |
|
| |
| | SFL |
| 200 |
| 3,704.00 |
| 1.64 |
| 8.86 |
|
| |
| | SLP |
| 100 |
| 604.00 |
| 0.20 |
| 3.3113 |
|
| |
| | SPAN |
| 145 |
| 2,965.25 |
| 0.56 |
| 2.7384 |
|
| |
| | STE |
| 100 |
| 5,352.00 |
| 0.84 |
| 1.57 |
|
| |
| | TESS |
| 100 |
| 3,051.00 |
| 0.80 |
| 2.6221 |
|
| |
| | TGT |
| 160 |
| 9,081.60 |
| 1.72 |
| 3.03 |
|
| |
| | UTG |
| 100 |
| 2,937.00 |
| 1.65 |
| 5.618 |
|
| |
| | VGR |
| 239 |
| 4,997.49 |
| 1.60 |
| 7.65 |
|
| |
| | WIN |
| 200 |
| 1,914.00 |
| 1.00 |
| 10.4493 |
|
| |
| | WU |
| 250 |
| 4,042.50 |
| 0.50 |
| 3.09 |
|
