October 2015 trading, investing, and dividends results

I cannot believe October is gone already. I was so busy lately that I even haven’t noticed that we are approaching mid-November already and I haven’t posted my monthly review of my trading and investing effort.

Although October was spectacular as far as the market moves I wasn’t able to adjust my positions successfully. Let’s take a review of my October though.


 


 
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 · October 2015 trading results

Trading can be frustrated and I must admit that the whole 2015 year was a disaster for me. Whatever trade I made, it went wrong. No matter how I adjusted my positions to be on the right side of the market, it went wrong. I was losing money the whole year and I am not able to stop it.

In October 2015 we saw a spectacular recovery of the market coming up from the lows of 1900 to 2100. At some point we saw the market reaching 2115 level. All call spreads I had open and which were safe and making me money suddenly turned up to be a loser. I tried to close them or convert them intoi a bullish trade to protect myself and as soon as I finished, the market stalled and now is turning back down. Now I have bullish spreads which are working against me. Should I leave them and wait them out or convert them back into call spreads? As of now I will wait and see how the price moves. I have a plenty of time in those put spreads, they are all expiring in December.

However, this is being frustrating that I am really so close to give up on trading. It was my dream to be a trader. I wanted to be like some of the traders you read on the internet who turned their tiny accounts into millions. Like Karen the Supertrader who turned her $10k account into $300M in about 5 to 10 years. Apparently, I am not gifted to be like them.

I will give it a bit more time and if this trading continues to be a roller coaster losing game I will stop it for good and continue investing in dividend stocks only.


 


 
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At least, I learned a lesson which may be helpful to improve and that is that I was overtrading again. That is a behavior I must stop. For this reason, I am adjusting my trading strategy to trade only one trade at a time and opening a new trade only when the old one is closed. I will be opening only 1 trade per each $5000 of account value. Let’s see if this helps to reverse my record and if not, I will be forced to say good bye to my trading as I am not willing to put more money into my trading account.

Here is my trading result for the month:

 

October 2015 options trading income: -$395.00 (-3.37%)
2015 portfolio Net-Liq: $4,697.03 (-20.44%)
2015 portfolio Cash Value: $6,843.03 (-14.07%)
2015 overall trading account result: -60.29%

 

Here are the results of my options trading:

Options Income
(Click to enlarge)

Here are the results of my new options strategy:

Options Income
(Click to enlarge)

 
Here is the entire account value from the beginning of tracking it up to today:

TD Account Value
 


 


 
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 · October 2015 dividend investing results

This month, I added new shares of KMI to my holdings and continue reinvesting dividends via DRIP reinvestment program. In my ROTH I also downsized my trading effort and focus only on dividend investing. As of now, dividend investing still wins over my trading results. Although, my stocks suffered during the recent correction dividend reinvesting is upholding the entire account value. It is down, but still above the 2015 year’s starting value.

 
 
 

Dividend stocks added or removed from portfolio:

 

October 2015 dividend stock buys: 20 shares Kinder Morgan (KMI) @ 29.24
October 2015 dividend stock sells: none

 

I decided to add KMI although it is now a hated stock due to the Keystone pipe line refusal from Obama. But Obama will not be in the office forever and one day the company will be able to build the infrastructure. I am not following this much, but I think in the next 20 years this will not be an issue and since the stock lost almost 40% of its original value (my average cost was at $41 a share, now the stock trades at $25 a share) I see it as a good deal. So although analysts are downgrading the stock (they did the same with JNJ a few years ago too), I considered this a buy.

 

Dividend stocks DRIP:

 

October 2015 DRIP: PPL
RAI
AGNC
O
VNR
PSEC

 

This is my first month applying DRIP and I am happy for it. I can feel that this is adding the desired speed to my dividend investing. I should have done that a lot earlier and not today. But I thought I was smarter than others who already did it and recommended it in the past.

I was actually using DRIP in my Scottrade account (I am not listing it in here) and I can see the snowball rolling faster and faster down the hill. Hope I will soon see the same result in my ROTH IRA account.

Here are my ROTH IRA trading/investing results:

 

October 2015 dividend income: $83.01
October 2015 options income: $0.00
2015 portfolio value: $16,054.84 (-2.35%)
2015 overall dividend account result: -8.00%

 

Here my dividend income:

ROTH IRA account value
 

Here is the entire account value from the beginning of tracking it up to today:

ROTH IRA account value


 


 
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Below is my dividend income review for the entire year:

Dividend Income
My ROTH IRA dividend income breakdown per month and per company.
 
 

 · All accounts

Besides trading and dividend accounts I also have 401k account, emergency savings account, etc., which I do not report in detail. You can review those accounts in my “All Accounts Value” table at the bottom of My Trades & Income page.

My accounts dropped from previous month and are losing -1.61% (up from previous month) for the year. Considering how bad my trading was this month I think, this is not a bad result.

What do you think?

How about your investing or trading result?
 
 





4 responses to “October 2015 trading, investing, and dividends results”

  1. Thanks for including my post about trip planning. The fall has been a volatile time in the stock market. Here’s hoping that trend continues. I hope you are having a great week

    -Bryan

    • Martin says:

      You are welcome Bryan. Glad posting it. This whole year was horrible for me. Hopefully next year will be better. I wish you a great week too! Thanks for stopping by and commenting.

  2. DivHut says:

    Not a bad result for an otherwise quiet month for dividend income. Curious to see if you’ll hit your $100 / month average in the next two months. Of course, you do seek a lot of options excitement rather than the steady predictable stream of dividend income from solid long term dividend payers. All good. Thanks for sharing and enjoyed this update.

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