Monday, July 8, 2013

Week 111 update. Lots of activity...




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.

Active Account: $8.206.20
Total Return: -0.53%
Est Monthly Income: $20.17

Investing: $4,873.87
Total Return: 9.53%
Stock
     AFL: +9.58%
     HAS: +26.93%
     SPLS: +33.31%
     STX: +49.21%
BDC
     PSEC: -2.78%
     TCPC: +2.85%
Energy
     NDRO: -3.35%
     WHZ: -21.16%
REITs
     ARCP: +0.42%
     OHI: +18.16%
Gold
     GLDI: Waiting for GLD < $100
Bonds
     BLV: -10.29%
     JNK: -4.10%
     PCY: -13.39%
Cash: $1,341.74

Trading: $3,324.93
Total Return: -12.31%
     SPY Puts: 2 out of 6 left. -84.45%
Cash: $3,324.93


ETF Account: $8,049.53
Total Return: -2.43%
Est Monthly Income: $10.17
US Stock
     SPY: +10.52%
     XLV: +14.96%
     VNQ: +1.19%
Gold
     GLDI: Waiting for GLD < $100
Bonds
     BLV: -10.22%
     JNK: -4.45%
     PCY: -13.28%
Cash
     Cash: $4,966.58


Permanent Portfolio: $7,749.92
Total Return: -6.06%
Est Monthly Withdraw Rate (4% rule): $23.52
Listed by weighting
     SPY: 25.38%
     GLD: 24.67%
     TLT: 22.15%
     Cash: 27.79%

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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