Monday, January 28, 2013

Week 88 update

Just as when the Model Portfolio started off, the Effort Portfolio weekly numbers are a work in progress. I have my spreadsheets which will show the current numbers but what about historical records? Those are important and has utility as it  helps us to measure where we were at various stages. I still go back at the old weekly updates and check on what was happening at a point in time.

It can be interesting how each account or portfolio will have its own characteristics and nuances. The Model Portfolio was about DRIP and income so that was the data that needed to be kept track of. The Effort Portfolio as a whole is more total return so the income will be less important.

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.

Investing and Trading Account: $7,179.95
Total Return: 1.13%
Est Monthly Income: $11.48 / month
Trading: $3,500
Cash: $3,500

Investing: $3,679.95
     AFL: +0.08%
     HAS: +0.60%
     SPLS: +11.32%
     STX: +22.82%
     WHZ: +1.87%
     IAU: -1.05%
     BLV: -1.31%
     JNK: +0.46%
     PCY: -1.03%
Cash: $1,182.03

ETF Account: $7,155.49
Total Return: 0.78%
Est Monthly Income: $14.15
US Stock
     SPY:  +1.17%
     XLV: +1.23%
     VNQ: +1.53%
International Stock
     EWZ: -0.40%
     PXR: -1.74%
     IAU: -1.83%
     BLV: -1.23%
     JNK: +0.1%
     PCY: -0.90%
     Cash: $2,011.10

Permanent Portfolio: $7,106.35
Total Return: +0.09%
Est Monthly Withdraw Rate (4% rule): $23.68
Listed by weighting
     SPY: 25.37%
     GLD: 24.87%
     TLT: 24.91%
     Cash: 24.85%

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.

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