Sunday, April 8, 2012

Week 50 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 Investing
$1.73 dividend from WMT

Model Portfolio Totals

Trading Account: $1,269.62
Estimated Monthly Income: $0 (Not ready to trade until Phase 1 completed)
Max loss per trade (1% of account): $12.69
Portfolio stop (3% account): $38.08

Investing Account: $2,808.98
Estimated Monthly Income: $9.78 ($0.209 from DRIP)
Stock
     ABT: $0.76 income/month
     WMT: $0.59 income/month ($0.007 from DRIP)
Energy
     COP: $0.77 income/month ($0.007 from DRIP)
     ERF: $1.75 income/month ($0.063 from DRIP)
REITs
     O: $1.08 income/month ($0.027 from DRIP)
BDCs
     TCAP: $2.01 income/month
Bonds
     JNK: $1.67 income/month ($0.070 from DRIP)
     PCY: $1.15 income/month ($0.035 from DRIP)
Maneuvering Cash: $750

Savings Account: $1,300
Emergency: $1,000
Portfolio Protection
     Trading Account: $50
     Investing Account: $250
CDs: $0



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.

6 comments:

  1. Great update..thanks for breaking down the different classifications of the investing account. Keep the dividends rollin'.

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    Replies
    1. You're quite welcome and thanks for the compliment.

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  2. Do you still believe in Enerplus? The stock keeps falling and falling as people expect them to cut there dividend. I hope they don't cut it as I am leveraged big time with an avg. in price of $23.53. I am going to put my dividends from this stock completely on the debt to reduce the size of the loan.

    It definitely was the wrong stock to put leverage on it due to its high volatility.

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    Replies
    1. Earnings report out May 11. This was bad money management on my part, but definitely an eye opener for me.

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    2. Using leverage on any stock is very risky for this sort of thing. You have more nerves of steel then I do because I would be too afraid to do it with any stock.

      In 2011 ERF sold has an average NG price of $3.72 and so far in 2012 they are getting about $2.00 - $2.10 so significant reduction % wise. They are moving quickly to increasing their oil production but it takes time. I could see a dividend cut. If its a question of paying a dividend or using money raised from their sale of stock in January to pay the div they should cut it and preserve long term growth.

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    3. Your question is do I still believe in it. I believe in it from a very long term income play. Their management seems to be geared towards building up long term assets vs current profit. e.g. they have lowered NG production as much as possible to wait for a better price and they are buying up oil land.
      For a capital gains play.... definitely not. They'll stay low for as long as NG stays low which I would expect to be at the very least until next winter if not stretching into years.

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