Oct 2015 – Portfolio Review (+ 21.91%)

Dividends earned in October 2015 = $260.10 * (Total dividends YTD = $2,988.94) * Total dividends were a combination of $255 (regular distribution) + $5.10 (interest) YTD Performance Dividend Project Investment Portfolio = + 21.91 % S&P 500 Index = + 0.99 % I use S&P 500’s closing values right from the source… Standard and Poor’s website. … Read more

Sep 2015 – Portfolio Review (+ 16.15%)

Dividends earned in September 2015 = $260.10 * (Total dividends YTD = $2,728.84) * Total dividends were a combination of: Dividend Fund $255 regular distribution + $5.10 interest YTD Performance Dividend Project Investment Portfolio = + 16.15 % S&P 500 Index = – 6.74 % I use S&P 500’s closing values right from the source… Standard and Poor’s … Read more

Aug 2015 – Portfolio Review (+ 14.46%)

Dividends earned in August 2015 = $382.18 * (Total dividends YTD = $2,208.64) * Total dividends were a combination of: Dividend Fund $255 regular distribution + $5.10 interest Seadrill Partners (SDLP) $74.12 dividend Transocean Partners (RIGP) $47.96 dividend YTD Performance Dividend Project Investment Portfolio = + 14.46 % S&P 500 Index = – 4.21 % I use … Read more

You vs. The Market

I can’t help but feel the urge to write after the recent drop in the markets. I will admit that I haven’t felt great about the recent drop at all, but I also haven’t had much stress about it which I think is the ultimate test of whether my investing strategy is working. My mind … Read more

Jul 2015 – Portfolio Review (+ 20.70%)

Dividends earned in July 2015 = $244.80 * (Total dividends YTD = $1,826.46) * Total dividends were a combination of a $240 regular distribution + $4.80 interest. YTD Performance Dividend Project Investment Portfolio = + 20.70 % S&P 500 Index = + 2.18 % I use S&P 500’s closing values right from the source… Standard and Poor’s website. … Read more

Jun 2015 – Portfolio Review (+ 10.27%)

Dividends earned in June 2015 = $244.80 * (Total dividends YTD = $1,581.66) * Total dividends were a combination of a $240 regular distribution + $4.80 interest. YTD Performance Dividend Project Investment Portfolio = + 10.27 % S&P 500 Index = + 0.20 % I use S&P 500’s closing values right from the source… Standard and Poor’s … Read more