Monthly update: Four years is a short time, but I still believe that over time, starting out higher yield, and taking advantage of the market of stocks in different ways, will do better than the S+P and a strict DGI portfolio, income and total return. Ten years will tell better. I still believe dividends are key. | |
Others don't like to compare and that is their prerogative. I've seen reasons explained in many ways. The way I see it, I'm not letting my offense refuse to play because there "could" be a blitz. I'm not letting my defense refuse to play because they don't know ahead of time if the play will be a run or a pass. I don't want a participation certificate. That said, I'm definitely being outscored in the second quarter. Even so, it was a fun year. Really would like a nice correction though. DVK Sensible Stock page link: sensiblestocks.com Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield Nov. ....Totals $323,639.50. $321,813.88.... $1,825.62...... 0.6%...... $19,140.58........ 5.9% Dec......Totals $327,145.81. $323,639.50.... $3,506.31...... 1.1%...... $18,563.38........ 5.7% Since Jan. 1, 2013: Nasdaq 3019 to 4177 =............+38.4% BRK.A 134,060 to 177,900 =...... +32.7% S+P 500 1426 to 1848 =.......... +29.6% Dow 13,104 to 16577 =........... +26.5% My IRA $262,934 to $327,146 = +24.4% DVK SS $59,107 to $70,485 = 19.25 Since inception Jan. 1, 2010: Nasdaq 2269 to 4177 =............. +87.75% (includes total 3.67 ( was 2.5% ) yield for 2010 thru 2013 ) My IRA $178,517 to $327,146 = +81.3% BRK.A 99,200 To 177,900 = .....+79.33%........... Jan 1,2013 yields used S+P 500 1115 to 1848 =........... +73.06% (includes total 7.32 ( was 5.19% ) yield for 2010 thru 2013 ) DVK SS $41,706 to $70,485 = +69.00 Dow 10428 to 16577 = .............+67.66% (includes total 8.7 ( was 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 ( DLR-G +$147 has not settled yet ) Dec. dividends: $2246 Actual dividends received: 2010 total $12,317 yoc 6.89% 2011 total $14,160 yoc 7.93% 2012 total: $16,497 yoc 9.24% 2013 total: $19,421 yoc 10.87% Trades: 2013 trading costs $1208 Holdings - cash $557 Symbol Qty Dividend Amount Dividend Yield |
Tuesday, March 3, 2015
End Dec. 2013 totals
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