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

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

Q1 2015 – Portfolio Review (+ 8.20%)

Dividends earned in March 2015 = $244.80 * (Total dividends YTD = $734.40) * Total dividends were a combination of a $240 regular distribution + $4.80 premium distribution. YTD Performance Dividend Project Investment Portfolio = + 8.20 % S&P 500 Index = + 0.44 % Before I write any further, my calculations of the S&P 500’s performance come right … Read more

Feb 2015 – Portfolio Review (+ 10.25%)

Dividends earned in February 2015 = $244.80 (Total dividends YTD = $489.60) * A revision to Jan 2015 – Review… dividends earned were $244.80 as well ($240 regular distribution + $4.80 premium distribution). YTD Performance Dividend Project Investment Portfolio = + 10.25 % S&P 500 Index = + 2.21 % My portfolio returns at the end of … Read more

Jan 2015 – Portfolio Review (+ 2.64%)

Dividends earned in January 2015 = $240 (Total dividends YTD = $240) YTD Performance Dividend Project Investment Portfolio = + 2.64 % S&P 500 Index = – 3.10 % I would best describe January 2015 as a roller coaster for the markets. As you can see from the YTD chart below of the S&P 500 … Read more