WHAT WE DO? WE SELL OPTIONS FOR INCOME. WE USE THAT INCOME TO BUY DIVIDEND GROWTH STOCKS!
CHECK OUR TRADES ON OUR MeWe PAGE!


Picks 05/10 – 05/14

Trading Account:

New [tag]stock picks[/tag] this week:

Stocks bought or added to portfolio this week:
Bought 18 V @ 86.71
Bought 45 MED @ 34.13

Stocks dropped from portfolio this week:
none

Stocks watched this week:

none

Existing & new [tag]holdings[/tag]:
Symbol Qty Last Gain($) Gain(%) Stop ATR Risk to
stop (%)
[tag]MED[/tag] 45 35.76  72.90 4.75 25.48 2.5700 -25.36
[tag]V[/tag] 18 77.26  -170.24 -10.91 72.00 4.2500 -16.97

Contribution this week: $100

Current [tag]capital exposure[/tag]: -28.38%     Learn more

New positions available to open: 0     Learn more

Starting [tag]account value[/tag] = $2,080.90

Account value = $1,963.60  (without margin)

Buying power = $0

[tag]Portfolio Gain/loss[/tag] this week = -5.64%

[tag]Portfolio[/tag] Gain/Loss for MAY 2010 = -18.44%

Portfolio Gain/loss for 2010 = -33.35%

[tag]Annual Return[/tag] (CAGR): -30.35%

Lending Club:

Debt notes
Available cash: $8.21
In Funding Notes: $25.00
Outstanding Principal: $369.28
Accrued Interest: $2.46
Account Total: $404.96  Net Annualized Return: 12.85% 
Contributions this week: $0.00
Weighted Average Rate: 11.56%
Expected Monthly Payments: $12.34
Payments to Date: $8.31
Principal Payments: $5.72
Interest Payments: $2.59
Late Fees Received: $0.00

 
 

aboutthisboy.com

ROTH IRA Account:

New [tag]stock picks[/tag] this week:
05/10/2010 Bought 39.936 GABUX @ $6.26

Existing & new [tag]holdings[/tag]:

NTF Mutual Funds
Symbol Qty Last Gain($) Gain(%) Div.
Y(%)
Port.
(%)
AIGYX 83.472 13.82  153.59 15.36 7.13 30
ATIPX 106.395 9.03  20.57 2.19 7.04 25
GABUX 39.936 6.27  0.40 0.16 3.99 7
HISIX 26.918 6.57  -23.15 -11.57 4.56 5
SICNX 54.495 6.76  -31.61 -7.90 4.97 10
SWDSX 53.286 11.86  27.80 4.60 4.00 16
SWLSX 29.814 9.87  25.34 9.42 1.63 8
Individual ETFs
Symbol Qty Last Gain($) Gain(%) Div.
Y(%)
Portfolio
(%)
AOD 219.0 7.83  -289.08 -14.43 17.98 84
IGD 29.0 11.63  -19.43 -5.45 12.67 16
Individual stocks
Symbol Qty Last Gain($) Gain(%) Div.
Y(%)
Portfolio
(%)
Account target and current allocation
Individual stocks 0 42% 0%
NTF Mutual funds 3,836.20 38% 64%
ETFs 2,052.04 20% 34%

Contribution this week: $0

Starting [tag]account value[/tag] = $5,939.31

Account value = $5,970.72 

Dividends received in May 2010 = $5.01

Dividends received in 2010 = $111.73

Portfolio dividends yield 2010 = 1.87%

Portfolio dividends yield lifetime = 3.28%

Dividends received lifetime = $195.85

[tag]Portfolio Gain/loss[/tag] this week = 0.53%

[tag]Portfolio[/tag] Gain/Loss for MAY 2010 = -5.87%

Portfolio Gain/loss for 2010 = -1.97%

[tag]Annual Return[/tag] (CAGR): -4.10%

[tag]Portfolio Return[/tag] since inception: -13.15%


Are you interested in Reverse Scale Strategy and see how it works when implemented to even a small account?

Stay updated with Hello Suckers Hello Suckers Feed





Leave a Reply

Your email address will not be published. Required fields are marked *