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:
09/21/2012 15:24:11Bought 50 COP @ 57.19
-2,869.45---

09/20/2012 15:47:54Bought 50 CQP @ 24.01
-1,210.45---

09/20/2012 15:12:27Bought 200 MHR PRD @ 44.3475
-8,879.45---

09/20/2012 15:11:19Sold 1500 EGAS @ 9.9501
14,914.86---

09/11/2012 13:54:01Bought 55 CDR PRB @ 23.9099
-1,324.99---

2012 trading costs $210.

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