Tuesday, March 3, 2015

End Feb. 2012


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.

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