Monday, May 20, 2013

Week 104, possibly the most important video I have made.

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.

Active Account: $7,874.57
Total Return: -0.32%
Est Monthly Income: $18.57

Trading: $3,409.53
Total Return: -10.28%
Cash: $2,906.53

Investing: $4,465.04
Total Return: 8.90%
     AFL: +4.32%
     HAS: +30.19%
     SPLS: +20.82%
     STX: +36.15%
     PSEC: -1.70%
     TCPC: -0.44%
     WHZ: -19.17%
     ARCP: +25.78%
     OHI: +40.56%
     GLDI: Waiting for better view on dividend rate
     BLV: -1.83%
     JNK: 0.92%
     PCY: -2.6%
Cash: $1,065.58

ETF Account: $8,061.71
Total Return: 2.05%
Est Monthly Income: $14.15
US Stock
     SPY: +12.57%
     XLV: +16.41%
     VNQ: +13.86%
International Stock
     EWZ: -4.19%
     PXR: -8.03%
     GLDI: Waiting for better view on dividend rate
     BLV: -1.76%
     JNK: 0.56%
     PCY: -2.47%
     Cash: $3,499.84

Permanent Portfolio: $7,766.75
Total Return: -1.69%
Est Monthly Withdraw Rate (4% rule): $23.57
Listed by weighting
     SPY: 25.80%
     GLD: 20.25%
     TLT: 24.12%
     Cash: 28.34%

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.

1 comment:

  1. Pulling I would add a 250$ position into WHZ to cost-avg down on your shares. You could snag 18 more, increasing your annual dividend by 46$, representing a 20% increase on your avg monthly dividend. Yes you would have this lower over time with the rather large portion of your montly income coming from this single source but it would really boost your immediate buying power to reinvest dividends toward new positions.