Tuesday, March 3, 2015
End Jan. 2013 totals
Monthly update: Note the yield drop. Everything bought had a lower yield than BOX.
For year into growers NATI, HRS, OXY = $10,735.83
Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
Dec. Totals $262,934.31... $261,456.95..... $1,477.36.... 0.6%.. $17,371.32............ 6.6%
Jan. Totals $284,477.49.... $262,934.31..... $21,543.18.. 8.2%.. $17,178.20............ 6.0%
Since Jan. 1, 2012:
My IRA $262,934 to $284,477 = +8.1%
Dow 13,104 to 13,861 = +5.8%
S+P 500 1426 to 1498 = +5.1%
Nasdaq 3019 to 3142 = +4.1%
Since inception Jan. 1, 2010:
My IRA $178,517 to $284,477 = +59.3%
Dow 10428 to 13,861 = +39.9% (includes total 7% yield for 2010/11/12 )
S+P 500 1115 to 1498 = +40.2% (includes total 5.88% yield for 2010/11/12 )
Nasdaq 2269 to 3142 = +41% (includes total 2.5% yield for 2010/11/12 )
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 Jan. 2012 $17,178
Dec. dividends: $1,152
Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $1,152
Trades:
01/31/2013 12:11:30 Bought 150 NAUH @ 3.8 -579.95 ---
01/31/2013 10:30:16 Bought 100 NATI @ 28.2598 -2,835.93 ---
01/31/2013 09:52:59 Bought 50 OXY @ 86.9 -4,354.95 ---
01/29/2013 15:51:13 Bought 75 HRS @ 47.08 -3,540.95 ---
01/22/2013 10:49:55 Sold 550 BOX @ 23.03 12,656.26 ---
01/17/2013 14:30:51 Bought 250 CRWS @ 4.91 -1,237.45
2012 trading costs $60.
Holdings:
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