Tuesday, March 3, 2015
End July 2013 totals
Monthly update:
Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
June Totals $303,151.10.. $305,555.08.... ($2,403.98)... (0.8)%.. $19,920.76.......... 6.6%
July Totals $312,734.14... $303,151.10..... $9,583.04..... 3.2%..... $20,148.44......... 6.4%
Since Jan. 1, 2013:
BRK.A 134,060 to 173,900 = +29.7%
Nasdaq 3019 to 3626 = +20.1%
My IRA $262,934 to $312,734 = +18.9%
Dow 13,104 to 15,500 = +18.3%
S+P 500 1426 to 1686 = +18.2%
Since inception Jan. 1, 2010:
BRK.A 99,200 To 173,900 = +75.3%
My IRA $178,517 to $312,734 = +75.2%
Nasdaq 2269 to 3626 = +62.3% (includes total 2.5% yield for 2010/11/12 )
S+P 500 1115 to 1686 = +57.1% (includes total 5.9% yield for 2010/11/12 )
Dow 10428 to 15,500 = +55.6 (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 June 2013 $19,920
End July 2013 $20,148
July dividends: $1,060
Actual dividends received:
2010 total $12,317
2011 total $14,160
2012 total: $16,497
2013 total: $9,208
Trades:
07/24/2013 15:35:40 Bought 120 NRF @ 9.7499 -1,177.99
2012 trading costs $740
Holdings - cash $104
Symbol Qty Dividend Amount Dividend Yield
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