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 Savings
$2.29 dividend from ABT
$1.11 dividend from O
+3.4% dividend raise from O
Model Portfolio Totals
Trading Account: $1,825.78
Estimated Monthly Income: $0
Max loss per trade (1% of account): $17.25
Portfolio stop (3% account): $51.75
Investing Account: $4,181.78
Estimated Monthly Income: $11.06 ($0.381 from DRIP)
Stock
ABT: $0.77 ($0.012 from DRIP)
AFL: $0.63 ($0.005 from DRIP)
STX: $1.07
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 ($0.047 from DRIP)
BDCs
TCAP: $2.19 ($0.049 from DRIP)
Bonds
JNK: $1.72 ($0.121 from DRIP)
PCY: $1.17 ($0.055 from DRIP)
Maneuvering Cash: $1,300.82
Savings Account: $1,975.20
Emergency Fund: $1,000
General/Car Fund: $625.20
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.
You have not updated the savings tab up above in a long time.
ReplyDeleteWell how bad could it be *goes to check*. Yikes! Thanks Anon. Trading and Investing self update with their spreadsheets and I forget Savings.
DeletePulling, you should sell the Phillips 66 and move it over to more ERF. This would lower your average "in price" and increase your monthly dividend income. I can't foresee ERF further decreasing their payout if the company stays with its current vision of moving over to oil.
ReplyDeleteI could do that but I'd spend $14 to sell $75 worth of PSX then buy ERF. I could always add in more for a larger purchase but am not sure yet if I want to start doing that. The plan is to get starter positions before adding on to existing. Of course if the valuation is good enough...
DeleteWhich different classes did you take with Investools? Were they worth it? Are they the best? Is their software and toolbox the best?
ReplyDelete