Tuesday, March 3, 2015
End Sept. totals
Monthly update - problems posting format again
Raised my income 2%, but the market took me to the wood shed. Just not used to that.
Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
August Totals $260,185.52 $256,355.42..... $3,830.10.. 1.5%.... $16,064.70............. 6.2%
Sept. Totals $259,780.56... $260,185.52.... ($404.96)..... (0.2)% $16,388.22............. 6.3%
Since Jan. 1, 2012:
My IRA $228,536 to $259,780 = +13.7%
Dow 12,128 to 13,437 = +10.8%
S+P 500 1258 to 1441 = +14.5%
Nasdaq 2605 to 3116 = +19.6%
Since inception Jan. 1, 2010:
My IRA $178,517 to $259,780 = +45.5%
Dow 10428 to 13,437 = +32.9% (includes total 4.9% yield for 2010+11 )
S+P 500 1115 to 1441 = +33% (includes total 3.78% yield for 2010+11 )
Nasdaq 2269 to 3116 = +38.9% (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 Aug 2012 $16,064
End Sept. 2012 $16,388
Sept. dividends: $1,152
Actual dividends received:
2012 total: $11,763
2011 total $14,160
2010 total $12,317
Trades:
2012 trading costs $210.
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