Sunday, July 29, 2012

Week 66 update


EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.




Weekly Activity
$100 deposit into Investing
$0.89 dividend from ERF


Model Portfolio Totals

Trading Account: $1,725.78
Estimated Monthly Income: $0
Max loss per trade (1% of account): $17.25
Portfolio stop (3% account): $51.75

Investing Account: $3,953.43
Estimated Monthly Income: $10.80 ($0.356 from DRIP)
Stock
     ABT: $0.76 ($0.006 from DRIP)
     AFL: $0.63 ($0.005 from DRIP)
     STX: $0.84
     WMT: $0.59 ($0.011 from DRIP)
Energy
     COP: $0.78 ($0.016 from DRIP)
     ERF: $0.90 ($0.064 from DRIP)
     PSX: $0.12
REITs
     O: $1.11 ($0.049 from DRIP)
BDCs
     TCAP: $2.19 ($0.049 from DRIP)
Bonds
     JNK: $1.71 ($0.112 from DRIP)
     PCY: $1.16 ($0.050 from DRIP)
Maneuvering Cash: $1,200.82

Savings Account: $1,875.20
Emergency Fund: $1,000
General/Car Fund: $525.20
Portfolio Protection
     Trading Account: $100
     Investing Account: $250



Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

3 comments:

  1. After looking for a good dividend stock the past week I've decided to purchase some O (Realty Income)stock. I've been following your blog for a while now and I just noticed you own O already. It looks like a solid one to me.

    ReplyDelete
    Replies
    1. I was specifically searching for a monthly dividend stock. Forgot to mention that.

      Delete
    2. Its hard to go wrong for a solid monthly payer like O though I am obviously biased heh.

      Delete