Monday, April 30, 2012

Week 53 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
$150 deposit into Investing
$78.34 deposit into Trading
$25 bonus money from Sharebuilder for savings
$1.75 dividend from ERF
$1.16 dividend from PCY
$0.11 Interest from the Investing accounts cash position


Model Portfolio Totals

Trading Account: $1,347.96
Estimated Monthly Income: $0 (Not ready to trade until Phase 1 completed)
Max loss per trade (1% of account): $13.47
Portfolio stop (3% account): $40.43

Investing Account: $2,913.77
Estimated Monthly Income: $10.44 ($0.243 from DRIP)
Stock
     ABT: $0.76
     AFL: $0.63
     WMT: $0.59 ($0.007 from DRIP)
Energy
     COP: $0.77 ($0.007 from DRIP)
     ERF: $1.77 ($0.078 from DRIP)
REITs
     O: $1.09 ($0.031 from DRIP)
BDCs
     TCAP: $2.01
Bonds
     JNK: $1.68 ($0.080 from DRIP)
     PCY: $1.15 ($0.035 from DRIP)
Maneuvering Cash: $750.11

Savings Account: $1,425
Emergency: $1,000
General/Car Fund: $125
Portfolio Protection
     Trading Account: $50
     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.

No comments:

Post a Comment