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

To: Steve Felix who wrote (24460)	3/7/2016 1:13:45 PM
From: JimisJim	Read Replies (1) \| Respond to of 34328

<needing a big oil come back> I hope you aren't "needing" a V-shaped recovery, because I don't see that as very likely... possible, but not the most likely outcome... the good news is that I'm seeing indications that last week's short squeeze has some legs with several names I follow crossing over (20-day moving ave. rising above 100-day and 200-day moving averages)... more interestingly, I'm see positive signs out of key OSX equipment makers and I really can't explain it other than a lot of hedgies covered short positions and are now net neutral or even long... 1/3 of all energy shorts covered last week, and long options increased 25%... fundamentally, I'm not seeing big signs of a recovery, but the TA is suggesting we may have formed a bottom in the sector -- midstream and to some extent upstream as well... though CAM and NOV are also crossing over, so maybe OSX equipment/services sub sector is also putting in a bottom... I expect any recovery to be slow on average with occasional spikes and dips -- volatility will be normal... I see that you are indeed heavily invested in various energy sub sectors... as long as you don't panic, you should be just fine... in a few years, you'll look back at this and tell stories... good luck!

To: Steve Felix who wrote (24460)

4/6/2016 12:56:04 PM

From: Steve Felix

Read Replies (2) | Respond to of 34328

Monthly update: entrenched in the rear guard. :)

Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield

Jan. Totals... $292,476.66.. $295,886.87... ($3,410.21).... (1.2)%..... $17,362.46.. 5.9%
Feb. Totals... $289,958.05.. $292,476.66... ($2,518.61).... (0.9)%..... $16,762.18.. 5.8%
March Totals...$308,451.07...$289,958.05....$18,493.02.......6.4%.......$16,899.98...5.5%

Since Jan. 1, 2016:

BRK.A $197,800 to $213,450 =...... +7.91%
My IRA $295,887 to $308,451 = .. +4.24%
Dow 17425 to 17,685 = ................ +1.49%
S+P 500 2044 to 2060 =.............. +.7%
Nasdaq 5007 to 4870 =................ -2.73%

Since inception Jan. 1, 2010:

Nasdaq 2269 to 4870 ............. +120.53% (includes total 5.90 yield for 2010 thru 2015 )
BRK.A 99,200 to $213,450 = ...+115.17%
S+P 500 1115 to 2060 =............ +95.94% (includes total 11.19 yield for 2010 thru 2015 )
Dow 10428 to 17,685 ...............+83.26% (includes total 13.67 yield for 2010 thru 2015 )
My IRA $178,517 to $308,451 = +72.8%

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 Dec. 2014 $22,093
End Dec. 2015 $18,514
End Feb. 2016 $16762
End Mar. 2016 16,899

Feb.dividends: $1,591

Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $19,421
2014 total: $20,564
2015 total: $19,565
2016 total: $4,171

Dividends:

03/31/2016 14:15:59 QUALIFIED DIVIDEND (BBL) 19.20 ---
03/31/2016 00:00:01 ORDINARY DIVIDEND (UTG) 25.56 ---
03/31/2016 00:00:01 ORDINARY DIVIDEND (VTR) 255.50 ---
03/31/2016 00:00:01 QUALIFIED DIVIDEND (CCP) 254.79 ---
03/31/2016 00:00:01 ORDINARY DIVIDEND (LTC) 54.00 ---
03/30/2016 00:00:01 QUALIFIED DIVIDEND (VGR) 188.80 ---
03/29/2016 10:14:30 CASH IN LIEU OF FRACTIONAL SHARES (CRC) 0.60 ---
03/28/2016 00:00:01 QUALIFIED DIVIDEND (WMB) 150.40 ---
03/21/2016 00:00:01 QUALIFIED DIVIDEND (SPAN) 33.60 ---
03/15/2016 00:00:01 ORDINARY DIVIDEND (O) 39.70 ---
03/11/2016 00:00:01 QUALIFIED DIVIDEND (NRF) 89.20 ---
03/10/2016 00:00:01 QUALIFIED DIVIDEND (CVX) 205.44 ---
03/08/2016 00:00:01 QUALIFIED DIVIDEND (JNJ) 67.50 ---
03/07/2016 00:00:01 QUALIFIED DIVIDEND (SO) 47.74 ---
03/01/2016 02:01:35 QUALIFIED DIVIDEND (TIS) 122.50 ---
03/01/2016 01:56:52 QUALIFIED DIVIDEND (HP) 37.81 ---

Trades:

03/03/2016 09:45:50 Bought 200 CPLP @ 3.51 -710.00 ---

2016 trading costs $72

Holdings - cash $13,428

This is getting complicated. Need to find a better way.

Everything as listed last month with the addition of CPLP.