Tuesday, March 3, 2015
End Nov. 2012 totals
Monthly update
Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
Oct. Totals $260,637.28... $259,780.56...... $856.72....... 0.3%... $16,824.00............ 6.5%
Nov. Totals $260,832.07....$260,045.19.......$786.88....... 0.3%...$17,161.42............ 6.6%
Since Jan. 1, 2012:
My IRA $228,536 to $260,832 = +14%
Dow 12,128 to 13,026 = +7.4%
S+P 500 1258 to 1416 = +12.6%
Nasdaq 2605 to 3010 = +15.5%
Since inception Jan. 1, 2010:
My IRA $178,517 to $260,832 = +46%
Dow 10428 to 13,026 = +29.8% (includes total 4.9% yield for 2010+11 )
S+P 500 1115 to 1416 = +30.8% (includes total 3.78% yield for 2010+11 )
Nasdaq 2269 to 3010 = +34.3% (includes total 1.6% yield for 2010+11 )
Bottom line, estimated income:
End Jan. 2010 $11,134
End Dec. 2010 $13,160
End Dec 2011 $14,836
End Nov. 2012 $17,161
Nov. dividends: $1,178
Actual dividends received:
2012 total: $14,890
2011 total $14,160
2010 total $12,317
Trades:
2012 trading costs $340.
Holdings:
Shares, value, dividend, yield
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