Tuesday, March 3, 2015
End Sept. 2013 totals
Monthly update:
Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
August Totals $298,837.12.. $312,734.14.. ($13,897.02)... (4.4)%.... $20,364.66......... 6.8%
Sept.... Totals $309,775.72.. $298,837.12.. $10,938.60...... 3.7%...... $20,447.26........ 6.6%
Since Jan. 1, 2013:
BRK.A 134,060 to 170,410 = +27.1%
Nasdaq 3019 to 3771 = +24.9%
S+P 500 1426 to 1682 = +18%
My IRA $262,934 to $309,775 = 17.8%
Dow 13,104 to 15,130 = +15.5%
Since inception Jan. 1, 2010:
My IRA $178,517 to $309,775 = +73.5%
BRK.A 99,200 To 170,410 = +71.8%
Nasdaq 2269 to 3771 = +69.0% (includes total 2.5% yield for 2010/11/12 )
S+P 500 1115 to 1682 = +56.7% (includes total 5.9% yield for 2010/11/12 )
Dow 10428 to 15130 = +52% (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 Aug. 2013 $20,364
End Sept. 2013 $20,447
August dividends: $3,715 ( thanks to MHR-C+D )
Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $14,351
Trades:
09/06/2013 10:39:16 Bought 35 TGT @ 63.2 -2,220.00
2013 trading costs $800
Holdings - cash $1590
Symbol Qty Dividend Amount Dividend Yield
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