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


To: Steve Felix who wrote (27004)4/8/2017 6:22:40 AM
From: Ditchdigger  Read Replies (2) | Respond to of 34328
 
Well this certainly stood out to me,, 17.5% weighting in TIS? Way out of my comfort zone, GE is currently my most outsized position @ 5.6%, followed by LTC @ 5.3%, EPD @ 4.6% and then position size drops significantly from there, excluding mutual funds.



To: Steve Felix who wrote (27004)5/8/2017 8:49:32 PM
From: Steve Felix1 Recommendation

Recommended By
Graustus

  Read Replies (2) | Respond to of 34328
 
Monthly update: Don't want to quit just before I get slammed. Short version. Thinking of
retiring so I have more time. gg

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

Mar. Totals.... $338,525.24.. $351,040.99. .($12,515.75)...... (3.6)% ....$22,083.17.. 6.5
April Totals... $342,066.26.. $338,525.24... $3,541.02........ 1.0%...... $22,192.91 6.5

YOC: 12.43% = $22,083 / $178,518

Income CAGR: 10.26% = $10,844 / $22,192 / 7.33 years.

Income growth 2017 = $20,984 / $22,083 5.23%

Income goal 1/1/2013: Message 28686843

Income needs to be:

2014 $14,120
2015 $14,825
2016 $15,350
2017 $16,110
2018 $16,915

Trades: 04/25/2017 15:08:24 Bought 200 SOHO @ 5.6298 -1,132.91