Monthly update: formatting problem again
Warren Buffet talking about BRK.A paying taxes and all Berkshire holdings not being in common stock:
"We, therefore, expect to outperform the S&P in lackluster years for the stock market and underperform when the market has a strong year.”
I say bring on the pullback Warren. This is not the best income investor market.
Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
Sept.... Totals $309,775.72.. $298,837.12.. $10,938.60...... 3.7%...... $20,447.26........ 6.6%
Oct..... Totals $321,813.88..$309,775.72....$12,038.16.......3.9%.......$20,769.18.........6.5%
Since Jan. 1, 2013:
Nasdaq 3019 to 3920 =............. +29.8%
BRK.A 134,060 to 172,995 =.... +29.0%
S+P 500 1426 to 1757 =.......... +23.2%
My IRA $262,934 to $321,813 = 22.4%
Dow 13,104 to 15546 =........... +18.6%
Since inception Jan. 1, 2010:
My IRA $178,517 to $321,813 = +80.3%
Nasdaq 2269 to 3920 =............. +75.3% (includes total 2.5% yield for 2010/11/12 )
BRK.A 99,200 To 172,995 = .....+74.4%
S+P 500 1115 to 1757 =........... +63.5% (includes total 5.9% yield for 2010/11/12 )
Dow 10428 to 15546 = .............+56.1% (includes total 7% 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 Sept. 2013 $20,447
End Oct. 2013 $20,769
Oct. dividends: $1434.45
Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $15,785
Trades:
10/30/2013 12:05:47 | Bought 40 STE @ 45.08 | -1,811.20 | --- | ||||||||
10/30/2013 10:18:06 | Bought 50 DLR @ 49.9199 | -2,504.00 | --- | ||||||||
10/30/2013 09:53:56 | Sold 300 TICC @ 10.15 | 3,044.94 | --- | ||||||||
10/30/2013 09:53:56 | Sold 100 TICC @ 10.151 | 1,007.08 | --- | ||||||||
10/25/2013 12:56:05 | Bought 100 FF @ 17.7693 | -1,784.93 | --- | ||||||||
10/23/2013 15:19:00 | Bought 300 ARCP @ 13.059 | -3,925.70 | --- | ||||||||
10/23/2013 15:12:03 | Sold 550 RNDY @ 9.32 | 5,117.91 | --- | ||||||||
10/03/2013 13:53:37 | Bought 70 CCG PRA @ 24.88 | -1,749.60 |
2013 trading costs $864
Holdings - cash $858
Symbol Qty Dividend Amount Dividend Yield
10/31/2013 01:36:31 | QUALIFIED DIVIDEND (GRH PRC) | 22.88 | --- | ||||||||
10/31/2013 01:35:56 | ORDINARY DIVIDEND (MHR PRD) | 199.98 | --- | ||||||||
10/31/2013 01:35:34 | ORDINARY DIVIDEND (MHR PRC) | 192.15 | --- | ||||||||
10/31/2013 01:35:27 | QUALIFIED DIVIDEND (GST PRA) | 17.97 | --- | ||||||||
10/31/2013 01:34:03 | ORDINARY DIVIDEND (LTC) | 51.00 | --- | ||||||||
10/25/2013 01:35:56 | QUALIFIED DIVIDEND (AMNF) | 8.40 | --- | ||||||||
10/24/2013 01:35:16 | ORDINARY DIVIDEND (PSEC) | 132.27 | --- | ||||||||
10/15/2013 01:42:06 | ORDINARY DIVIDEND (O) | 163.67 | --- | ||||||||
10/15/2013 01:41:43 | QUALIFIED DIVIDEND (CAH) | 15.13 | --- | ||||||||
10/15/2013 01:40:55 | QUALIFIED DIVIDEND (OXY) | 96.00 | --- | ||||||||
10/15/2013 01:40:19 | QUALIFIED DIVIDEND (WIN) | 50.00 | --- | ||||||||
10/11/2013 01:39:26 | QUALIFIED DIVIDEND (NAUH) | 90.00 | --- | ||||||||
10/10/2013 01:35:23 | ORDINARY DIVIDEND (MPW) | 290.00 | --- | ||||||||
10/10/2013 01:35:04 | QUALIFIED DIVIDEND (MO) | 96.00 | --- | ||||||||
10/07/2013 00:00:01 | QUALIFIED DIVIDEND (MYE) |
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