Investment, Current Value, Prior Value, Period Change, %Change, Estimated Income. Estimated Yield Jan. Totals $236,902.69 ...$228,536.15.... $8,366.54.... 3.7%.... $15,002.60............. 6.3% Feb. Totals $241,316.47.. $236,902.69.... $4,413.78.... 1.9%.... $15,302.96............. 6.3% Since Jan. 1, 2012: My IRA $228,536 to $241,316 = +5.6% Dow 12,128 to 12,952 = +6.8% S+P 500 1258 to 1366 = +8.6% Nasdaq 2605 to 2967 = +13.9% Since inception Jan. 1, 2010: My IRA $178,517 to $241,316 = +35.2% Dow 10428 to 12,952 = +29.1% (includes total 4.9% yield for 2010+11 ) S+P 500 1115 to 1366 = +26.3% (includes total 3.78% yield for 2010+11 ) Nasdaq 2269 to 2967 = +32.4% (includes total 1.6% yield for 2010+11 ) Bottom line, estimated income: End Jan. 2010 $11,134 End Dec. 2010 $13,160 +18.2% End Dec 2011 $14,836 +12.7% End Jan 2012 $15,002 End Feb 2012 $15,303 Feb. dividends: $1,305 Actual dividends received: 2012 total: $2,558 2011 total $14,160 2010 total $12,317 Trades: None 2012 Trading costs $60. Dividends Dividend reductions / eliminations: None Dividend raises 2012: LTC - WM - CLMT - NRF - EPB Money Market Assets = $125 Symbol Qty Mkt Val Dividend Amount Dividend Yield Nothing posting as wanted. Don't know what has changed, but hope to figure it out soon. Also breaking in a new computer today. Post linked to last month and no holdings changes. |
Tuesday, March 3, 2015
End Feb. 2012
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