Tuesday, July 23, 2013

Week 113

Active Account: $8.416.82
Total Return: 0.80%
Est Monthly Income: $20.17

Investing: $5,091.69
Total Return: 11.91%
Stock
     AFL: +13.65%
     HAS: +27.36%
     SPLS: +38.22%
     STX: +53.71%
BDC
     PSEC: -0.90%
     TCPC: +4.43%
Energy
     NDRO: -5.95%
     WHZ: -20.43%
REITs
     ARCP: +7.27%
     OHI: +30.05%
Gold
     GLDI: Waiting for GLD < $100
Bonds
     BLV: -8.40%
     JNK: -0.92%
     PCY: -10.41%
Cash: $1,451.32

Trading: $3,324.93
Total Return: -12.50%
Cash: $3,324.93


ETF Account: $8,270.66
Total Return: -0.95%
Est Monthly Withdraw Rate (4% rule): $27.21
Est Monthly Income: $9.97
US Stock
     SPY: +14.27%
     XLV: +20.48%
     VNQ: +6.55%
Gold
     GLDI: Waiting for GLD < $100
Bonds
     BLV: -8.33%
     JNK: -1.28%
     PCY: -10.30%
Cash
     Cash: $5,069.03


Permanent Portfolio: $8,099.04
Total Return: -3.01%
Est Monthly Withdraw Rate (4% rule): $24.56
Listed by weighting
     SPY: 25.11%
     GLD: 25.45%
     TLT: 21.60%
     Cash: 27.83%

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.

4 comments:

  1. Replies
    1. I'm debating ending things yes. As I have promised in the past though I'll have an entry about it, I won't just walk away.

      Delete
  2. Last week no weekly update at all. This week Tuesday as come and gone and no weekly update again. Last time something like this happened, you started the effort portfolio setup. So is this the end of this blog?

    ReplyDelete
    Replies
    1. I'm debating ending things yes. As I have promised in the past though I'll have an entry about it, I won't just walk away.

      Delete