Tuesday, March 3, 2015
End Jan. 2014
Monthly update: So far, just a blip, not a correction imho. Real estate rebound, preferreds, and a couple MHR flips, so far so good.
I couldn't guess where the market goes from here. Don't feel the need to.
DVK has yet to update his page, but keeping open, he has posted his holdings. I'll see when he updates,
but believe I will be close. His page: sensiblestocks.com
Article with holdings: seekingalpha.com
Dec......Totals $327,145.81. $323,639.50.... $3,506.31...... 1.1%...... $18,563.38........ 5.7%
Jan.......Totals $327,528.57.. $327,145.81.... $382.76....... 0.1%...... $18,882.88....... 5.8%
Since Jan. 1, 2014:
My IRA $327,146 to 327,571 = + .129%
Nasdaq 4177 to 4104 =................-1.74%
DVK SS $70,485 to $68,835 =.... - 2.34%
S+P 500 1848 to 1783 =............- 3.51%
BRK.A 177,900 to 169,512 =..... - 4.71%
Dow 16577 to 15699 = .............- 5.29%
Since inception Jan. 1, 2010:
Nasdaq 2269 to 4104 =............. +84.54% (includes total 3.67 yield for 2010 thru 2013 )
My IRA $178,517 to $327,571 = +83.49%
BRK.A 99,200 To 169,512 = .....+70.87%
S+P 500 1115 to 1783 =........... +67.23% (includes total 7.32 yield for 2010 thru 2013 )
DVK SS $41,706 to $68,835 =... +65.04
Dow 10428 to 15699 = .............+59.29% (includes total 8.7 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
End Jan. 2014 $18,882
Jan. dividends: $1,373.39
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%
2014 total: 1,373
Trades:
2013 trading costs $192
Holdings - cash $-22.92 ( quite a few late trades not settled )
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