Sunday, December 30, 2012

Where are the weekly updates?

There is a good reason I've been quiet as of late...


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.


I lost track of how many times friends have brought up that they know they need to put money away for retirement but they don't want to get into all the math and research.

A reboot of the Model Portfolio will add a lot of benefit for another reason I do not think I was clear about in the video. The three sub accounts of the new Effort Parity Portfolio can be independent strategies on their own. If you want to only put in the minimal time but still want good returns there is something for you here. If you are interested in stock picking I'll continue to have updates and thoughts about that. If you want something in between, a combination of all three or want to ignore the other sub accounts then that works too.

These will be fantasy demo funds. For these three I will NOT be putting my own real money into them.

Lastly, and this is highly important to me, I will be leaving up all the old videos and blog posts. I hate when people try to cover up their past mistakes. ERF will be there for everyone to see no matter when you start following me. I find its also important because as viewers and readers, you really should know what the person was doing in the past. How do we react to news and events. How do we recover from mistakes. How to we gain experience and grow.


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.

Tuesday, December 18, 2012

Week 86 Update

No video for this week as I have a lot going on right now. Its always this way for me and the holidays.
It does however offer a good opportunity to comment on being a trader and investor.

There is a mental shift that will come when we eventually are able to quit our day jobs and go full time managing our own income.  While I am not at that point I do spend my day talking and emailing with those that are at that point to get an idea what is in store. We will no longer have to be working 8 hours a day and the time needed to be set aside for supporting ourselves financially drops. Considerably.

Some of that can already be seen with the Model Portfolio. My income stock are working great giving a steady stream of dividends. I do not have to keep a close eye on all of them.  The trading account is building up to get ready to take on trades. I have enough in there now to start doing option selling with $22.50 priced stock and WHZ currently and almost enough for TCAP. But there is no rush for every day offers a potential trade. Stress on the word potential. Some of the traders out there like Aileron will take a trade a week or every other week. That doesnt take a whole lot of time during your work week. What else is there to be done? Enjoying life plain and simple. Thats what I am striving for.



Weekly Activity
$100 deposit into Trading
$1.59 dividend from JNK


Model Portfolio Totals

Trading Account: $2,253.83
1 SPY 135 JAN PUT: $98 (-$269)
 Purchased @ 3.67
Cash: $2,155.83

Investing Account: $4,726.54
Estimated Monthly Income: $19.90 ($0.600 from DRIP)
Stock
     ABT: $0.77 ($0.018 from DRIP)
     AFL: $0.68 ($0.015 from DRIP)
     MCD: $0.70
     STX: $2.42 ($0.042 from DRIP)
     WMT: $0.59 ($0.014 from DRIP)
Energy
     COP: $0.80 ($0.035 from DRIP)
     ERF: $0.92 ($0.082 from DRIP)
     WHZ: $3.68
REITs
     AGNC: $2.86
     O: $1.16 ($0.062 from DRIP)
BDCs
     TCAP: $2.37 ($0.100 from DRIP)
Bonds
     JNK: $1.76 ($0.160 from DRIP)
     PCY: $1.19 ($0.073 from DRIP)
Maneuvering Cash: $1,091.10

Savings Account: $2,175.20
Emergency Fund: $1,000
General/Car Fund: $825.20
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.

Thursday, December 13, 2012

Intelligent Investor Part 4


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.


Quite a long video but the last two chapters were absolute gold. So much utility in there for us as retail investors.

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.

Monday, December 10, 2012

Week 85 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.



A little bit different type of a weekly update. Not as stuffy, at least I hope it came across that way.


Weekly Activity
$100 deposit into Trading


Model Portfolio Totals

Trading Account: $2,161.83
1 SPY 135 JAN PUT: $106 (-$261)
 Purchased @ 3.67
Cash: $2,055.83

Investing Account: $4,732.21
Estimated Monthly Income: $19.89 ($0.591 from DRIP)
Stock
     ABT: $0.77 ($0.018 from DRIP)
     AFL: $0.68 ($0.015 from DRIP)
     MCD: $0.70
     STX: $2.42 ($0.042 from DRIP)
     WMT: $0.59 ($0.014 from DRIP)
Energy
     COP: $0.80 ($0.035 from DRIP)
     ERF: $0.92 ($0.082 from DRIP)
     WHZ: $3.68
REITs
     AGNC: $2.86
     O: $1.16 ($0.062 from DRIP)
BDCs
     TCAP: $2.37 ($0.100 from DRIP)
Bonds
     JNK: $1.75 ($0.150 from DRIP)
     PCY: $1.19 ($0.073 from DRIP)
Maneuvering Cash: $1,091.10

Savings Account: $2,175.20
Emergency Fund: $1,000
General/Car Fund: $825.20
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.

Friday, December 7, 2012

Anti dividend debates

This happens for more often then it should....

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.





If dividends are so bad for investors and companies or do not mean anything then why do 402 of the 500 companies in the S&P500, reflecting the 500 biggest most successful companies in the U.S, pay a dividend? If you want to question my intelligence and investing experience by asking what makes me think I can do better then the CEO with corporation's money then you are also questioning 80.4% of the top CEOs in the U.S.


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.

Monday, December 3, 2012

Week 84 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
$9.13 distribution from WHZ
$6.03 dividend from STX
$1.13 dividend from PCY
$2.02 dividend from AFL
$2.37 dividend from COP
$0.37 interest from Investing account
STX raised dividend 19%
TCAP raised dividend 2% (12% raise Y/Y)


Model Portfolio Totals

Trading Account: $2,077.83
1 SPY 135 JAN PUT: $122 (-$245)
 Purchased @ 3.67
Cash: $1,955.83

Investing Account: $4,732.21
Estimated Monthly Income: $19.89 ($0.591 from DRIP)
Stock
     ABT: $0.77 ($0.018 from DRIP)
     AFL: $0.67 ($0.015 from DRIP)
     MCD: $0.70
     STX: $2.42 ($0.042 from DRIP)
     WMT: $0.59 ($0.014 from DRIP)
Energy
     COP: $0.80 ($0.035 from DRIP)
     ERF: $0.92 ($0.082 from DRIP)
     WHZ: $3.68
REITs
     AGNC: $2.86
     O: $1.16 ($0.062 from DRIP)
BDCs
     TCAP: $2.37 ($0.100 from DRIP)
Bonds
     JNK: $1.75 ($0.150 from DRIP)
     PCY: $1.19 ($0.073 from DRIP)
Maneuvering Cash: $1,091.10

Savings Account: $2,175.20
Emergency Fund: $1,000
General/Car Fund: $825.20
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.