December has come and gone and that means it is time for a goals/progress update. My goals were defined in this December 1, 2007 Investing Goals post. Below is an updated version of the table found in the original post.
This was somewhat of an unusual month and I don't think it is indicative of the upcoming months. Let's examine each of the change categories:
Purchases: The $238 increase in annual dividend income and 0.05% increase in Yield on Cost (YOC) related to the following purchases (yield at the time of purchase):
- $44 DHI (4.33%)
- $106 AOD (11.33%)
- $35 RY (3.28%)
- $53 VNQ (4.5%)
Sales: As discussed in my You're Fired! article, I sold WM in December. This resulted in a decline of dividend income of $67 and lowered my Yield on Cost by 0.02%. Hopefully, there will not be much to talk about in this category in future posts.
Dividend Changes: The $57 increase in annual dividend income and 0.09% increase in Yield on Cost related to the following dividend changes:
- ($4) VFH (ETF)
- $15 VYM (ETF)
- $9 VIG (ETF)
- $37 VNQ (ETF)
Related Articles:
http://madmoneyfund.blogspot.com/
good articale
Thanks for stopping by!
Best Wishes,
Dividends4Life
Nice!
Shows the effects of balance in an investment portfolio.
Keep up the great posts!