Sunday, June 3, 2012

Week 58 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.


I'll have a follow up video in the next couple days with a trading update. Although youtube allows my to do videos longer the 15 minutes I've always felt that was a good maximum for 1 video.


Weekly Activity
$100 deposit into Savings
$1.15 dividend from PCY
$1.88 dividend from AFL
$2.31 dividend from COP
$1.75 dividend from WMT
$0.33 interest for Investing cash
$0.12 interest for Savings cash


Model Portfolio Totals

Trading Account: $1,559.34
Estimated Monthly Income: $0
Max loss per trade (1% of account): $15.59
Portfolio stop (3% account): $46.77

Investing Account: $3,256.83
Estimated Monthly Income: $10.62 ($0.307 from DRIP)
Stock
     ABT: $0.76 ($0.006 from DRIP)
     AFL: $0.63 ($0.005 from DRIP)
     WMT: $0.59 ($0.011 from DRIP)
Energy
     COP: $0.78 ($0.016 from DRIP)
     ERF: $1.79 ($0.097 from DRIP)
     PSX: $0.12
REITs
     O: $1.09 ($0.035 from DRIP)
BDCs
     TCAP: $2.01
Bonds
     JNK: $1.69 ($0.091 from DRIP)
     PCY: $1.16 ($0.045 from DRIP)
Maneuvering Cash: $1,050.44

Savings Account: $1,525.12
Emergency: $1,000
General/Car Fund: $225.12
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