Wednesday, June 12, 2013

Week 107 update


Active Account: $7,793.08
Total Return: -3.19%
Est Monthly Income: $18.17

Trading: $3,269.71
Total Return: -11.40%
Stock
SWY: -5.93%
Cash: $2,906.53

Investing: $4,398.00
Total Return: 4.77%
Stock
     AFL: +5.17%
     HAS: +20.87%
     SPLS: +24.98%
     STX: +41.43%
BDC
     PSEC: -6.90%
     TCPC: +1.27%
Energy
     WHZ: -21.40%
REITs
     ARCP: +7.56%
     OHI: +23.42%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -4.68%
     JNK: -1.46%
     PCY: -7.43%
Cash: $1,128.29

ETF Account: $7,958.63
Total Return: -0.52%
Est Monthly Income: $14.15
US Stock
     SPY: +10.05%
     XLV: +14.13%
     VNQ: +3.91%
International Stock
     EWZ: -10.50%
     PXR: -12.40%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -4.61%
     JNK: -1.81%
     PCY: -7.31%
Cash
     Cash: $3,599.84

Permanent Portfolio: $7,865.07
Total Return: -1.69%
Est Monthly Withdraw Rate (4% rule): $23.86
Listed by weighting
     SPY: 24.91%
     GLD: 20.43%
     TLT: 23.29%
     Cash: 31.37%

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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