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

To: Steve Felix who wrote (24550)	4/6/2016 1:21:11 PM
From: JimisJim	Read Replies (1) \| Respond to of 34328

You should be happy about your results... I'm just guessing but you have exposure to the energy sector (perhaps not major, but not insignificant either), including MLPs, E&Ps... they have been absolutely hammered since mid 2014, but the ones I seem to recall that you hold (assuming you still do) are not going to go out of business, nor are they likely to cut dividends/distributions, so while they've been down as much as 50% or more, you've been racking up many many more shares in reinvestment (assuming you've been reinvesting those divvies) than you would have otherwise... this energy bust will pass... should see indications of major trend reversal beginning 2nd half of this year, IMO (with perhaps a couple more false starts in between), and by 2018 we could easily see major price shocks as the capex required simply to maintain production has been slashed... it takes time to ramp that stuff back up, such that when the data clearly shows we're headed for supply shortages, it will take time to re-start production, and prices will climb... my wag is $50 oil by Jan., and $80 or higher in 2018... Now, if the above had happened as little as 6 months ago, we'd see a lot of onshore light tight oil production ramped up quickly to meet any perceived supply shortfalls... however, we are *now* seeing that there is a "shortage" of money available to lend/spend on the capex and opex needed to do this, so with every month, with every new asset in the ground sale, with every new BK in the sector, with every new borrowing base reset, etc., it becomes more and more difficult to react quickly enough to stave off looming supply imbalances -- remember that oil consumption has been climbing not falling during this bust and it is important to calculate what level of capex is necessary just to keep production flat, replacing depletion in the ground, let alone increase production and never mind exploration/discovery of potential new sources to replace old, depleted ones... I suspect that once energy begins to recover, you will see your comparison to the benchmarks you use will resume its top spot... hang in there...

To: Steve Felix who wrote (24550)	5/11/2016 5:36:37 PM
From: Steve Felix	4 Recommendations Recommended By B.O. Plenty E_K_S ferris wheel JimisJim Read Replies (2) \| Respond to of 34328

Monthly update: still the caboose. :) Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield March Totals...$308,451.07...$289,958.05....$18,493.02.......6.4%.......$16,899.98...5.5% April Totals...$316,783.23...$308,451.07....$8,332.16........2.7%.......$16,339.93...5.2% Since Jan. 1, 2016: BRK.A $197,800 to $219,000 =...... +10.71% My IRA $295,887 to $316,783 = .. +7.06% Dow 17425 to 17,774 = ................ +2.00% S+P 500 2044 to 2065 =.............. +1.02% Nasdaq 5007 to 4775 =................ -4.63% Since inception Jan. 1, 2010: BRK.A 99,200 to $219,000 = ...+120.77% Nasdaq 2269 to 4775 ............. +116.35% (includes total 5.90 yield for 2010 thru 2015 ) S+P 500 1115 to 2065 =............ +96.39% (includes total 11.19 yield for 2010 thru 2015 ) Dow 10428 to 17,774 ...............+84.11% (includes total 13.67 yield for 2010 thru 2015 ) My IRA $178,517 to $316,783 = +77.45% 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 End Apr. 2016 16,339 Using my start income 1/1/2010 of $10844 and getting to 10% yoc in ten years : Where I am currently: CPLP cut in April, while CLMT suspended. 2016 amount required to keep on track / amount of income needed to add per month to hit goal Jan. $15108.40.... actual 17362 Feb. $15166.80.... actual 16762 Mar. $15225.20.... actual 16899 / $24.43 Apr. $15283.60.... actual 16339 / $39.81 / that went the wrong way :) May $15342 June $15400.40 Jul. $15458.80 Aug. $15517.20 Sept. $15575.60 Oct. $15634 Nov. $15692.40 Dec. $15750.80 Apr.dividends: $1,132.76 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: $5,304 Dividends: 04/29/2016 00:00:01 QUALIFIED DIVIDEND (AMNF) 19.00 --- 04/29/2016 00:00:01 ORDINARY DIVIDEND (LTC) 54.00 --- 04/29/2016 00:00:01 ORDINARY DIVIDEND (UTG) 25.56 --- 04/29/2016 00:00:01 QUALIFIED DIVIDEND (OGE) 68.75 --- 04/15/2016 00:00:01 QUALIFIED DIVIDEND (OXY) 189.00 --- 04/15/2016 00:00:01 ORDINARY DIVIDEND (O) 39.80 --- 04/14/2016 00:00:01 ORDINARY DIVIDEND (MPW) 341.00 --- 04/11/2016 00:00:01 QUALIFIED DIVIDEND (MO) 113.00 --- 04/11/2016 00:00:01 QUALIFIED DIVIDEND (PM) 229.50 --- 04/01/2016 01:17:35 QUALIFIED DIVIDEND (NRE) 11.15 --- 04/01/2016 01:11:16 QUALIFIED DIVIDEND (KO) 42.00 Trades: 04/29/2016 15:57:06 Bought 100 F @ 13.575 -1,365.50 --- 04/29/2016 14:51:21 Bought 700 SOHO @ 5.4299 -3,808.93 --- 04/27/2016 14:02:37 Bought 300 SOHO @ 5.07 -1,529.00 --- 04/26/2016 08:57:09 Bought 400 CPLP @ 2.33 -940.00 --- 04/20/2016 10:01:25 Bought 150 BRG PRA @ 24.9053 -3,743.80 --- 04/11/2016 13:30:56 Bought 250 CLDT @ 20.08 -5,028.00 --- 04/11/2016 12:28:11 Sold 12 O @ 63.0553 756.64 --- 04/11/2016 12:28:11 Sold 88 O @ 63.0555 5,540.75 --- 04/08/2016 15:23:04 Bought 150 GLOP @ 16.89 -2,541.50 --- 04/08/2016 15:18:56 Sold 100 O @ 62.9455 6,286.41 --- 04/07/2016 15:58:24 Bought 200 CIO @ 11.2577 -2,259.55 --- 04/06/2016 11:23:18 Bought 53 CCP @ 25.78 -1,374.34 --- 04/05/2016 10:18:36 Bought 200 PCTI @ 4.84 -976.00 --- 04/05/2016 10:09:58 Bought 200 AMSWA @ 8.7835 -1,764.70 --- 04/05/2016 09:57:44 Bought 200 F @ 12.74 -2,556.00 2016 trading costs $192 Holdings - cash $8,332 Symbol / shares / yield/ dividend per share AAPL 22 2.44% 2.28 AMLP 200 10.03% 1.19 AMNF 1,000 3.35% 0.076 AMSWA 200 4.41% 0.40 BBL 60 6.48% 1.56 BGS 170 3.85% 1.68 BRG-A 150 8.15% 2.06 CCP 500 8.55% 2.28 CIO 200 8.11% 0.94 CLDT 250 5.85% 1.32 CLMT 574 -- -- CPLP 600 11.28% 0.30 CRC 23 -- -- CVX 192 4.23% 4.28 DLNG-A 100 10.25% 2.25 F 300 4.45% 0.60 GLOP 150 10.14% 1.91 HP 55 4.61% 2.75 KMI 1,000 2.91% 0.50 KMI+ 450 -- -- KO 120 3.06% 1.40 LTC 300 4.49% 2.16 MO 200 3.50% 2.26 MPLX 203 6.68% 2.02 MPW 1,550 6.07% 0.88 NRE 74.333 5.08% 0.60 NRF 223 11.56% 1.60 OGE 250 3.60% 1.10 OXY 252 3.93% 3.00 PCTI 200 4.38% 0.20 PM 225 4.00% 4.08 SDRL 175 -- -- SO 88 4.47% 2.24 SOHO 2,000 6.32% 0.36 SPAN 210 3.71% 0.64 T 250 4.88% 1.92 TIS 350 4.44% 1.40 UTG 169 5.98% 1.815 VGR 472 7.62% 1.60 VTR 350 4.36% 2.92 VZ 250 4.38% 2.26 WMB 235 13.38% 2.56 WPZ 360 12.63% 3.40