Sunday, July 1, 2012

Week 62 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.


There is also the end of the month trickling of interest on the cash positions that I added into the totals but not really noteworthy on their own to list out.

Weekly Activity
$100 deposit into Savings
$6.42 dividend from TCAP
$1.15 dividend from PCY


Model Portfolio Totals

Trading Account: $1,625.78
Estimated Monthly Income: $0
Max loss per trade (1% of account): $16.25
Portfolio stop (3% account): $48.75

Investing Account: $3,636.76
Estimated Monthly Income: $9.93 ($0.337 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: $0.90 ($0.059 from DRIP)
     PSX: $0.12
REITs
     O: $1.10 ($0.039 from DRIP)
BDCs
     TCAP: $2.19 ($0.049 from DRIP)
Bonds
     JNK: $1.70 ($0.101 from DRIP)
     PCY: $1.16 ($0.050 from DRIP)
Maneuvering Cash: $1,250.82

Savings Account: $1,775.20
Emergency Fund: $1,000
General/Car Fund: $425.20
Portfolio Protection
     Trading Account: $100
     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.

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