Sunday, July 8, 2012

Week 63 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 Savings


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: $3,651.08
Estimated Monthly Income: $10.78 ($0.337 from DRIP)
Stock
     ABT: $0.76 ($0.006 from DRIP)
     AFL: $0.63 ($0.005 from DRIP)
     STX: $0.84
     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: $1,000.82

Savings Account: $1,875.20
Emergency Fund: $1,000
General/Car Fund: $525.20
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.

3 comments:

  1. I think TLT will drop below 100 as well, once interest rates begin to rise bonds start to sink.

    I agree with the "initial money" invested idea, it is a great benefit for being involved in dividend investing and long-term holding.

    ReplyDelete
  2. When are you gonna pull the trigger on MCD?
    I saw WM made a drop and yields >4.5% now, nice moment to buy?

    Take Care!

    ReplyDelete
    Replies
    1. Yeah I want both and they are at my level to buy. Europe is holding me back. But I can't wait forever.

      Delete