Sunday, September 16, 2012

Week 73 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 Trading
$1.56 dividend from JNK


Model Portfolio Totals

Trading Account: 2,025.78
Estimated Monthly Income: $0
Max loss per trade (1% of account): $20.25
Portfolio stop (3% account): $60.75

Investing Account: $4,402.42
Estimated Monthly Income: $14.75 ($0.428 from DRIP)
Stock
     ABT: $0.77 ($0.012 from DRIP)
     AFL: $0.64 ($0.010 from DRIP)
     STX: $1.08 ($0.010 from DRIP)
     WMT: $0.59 ($0.014 from DRIP)
Energy
     COP: $0.79 ($0.025 from DRIP)
     ERF: $0.91 ($0.068 from DRIP)
     WHZ: $3.68
REITs
     O: $1.11 ($0.047 from DRIP)
BDCs
     TCAP: $2.28 ($0.051 from DRIP)
Bonds
     JNK: $1.73 ($0.131 from DRIP)
     PCY: $1.17 ($0.059 from DRIP)
Maneuvering Cash: $1,323.11

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.

4 comments:

  1. A stock that I never recall you ever mention is Phillip Morris (PM)? In regards to the model portfolio do you plan on considering this stock as an investment?

    Lots of people won't touch this stock as we all know what cigarettes do to people healthwise and financially.

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  2. Tobacco pays great dividends even in this day and age and international is where you want to look for. However for me I will not invest in cigarette companies as a personal choice due to the damage they cause to people. I don't hold any ill regards to anyone who does though.

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  3. I recently discovered pulling myself up. I am only at the 11th week of your blog but you have me capture like going through seasons of a prior years TV program. Am I to wait until I am up to present date before I invest in dividends? I am raking in the advice and generally agree with the directions/decision you have had. thanks,

    ReplyDelete
    Replies
    1. Thanks for the compliment. I would say a minimum I would do is go through the dividend investing series of videos (link in the upper right). Apart from that it depends on your level of experience in the markets. Each investment I have a video talking about why I bought it that might help too.

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