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Sample Portfolio Monthly Investing Sep 2012

Sample Portfolio Monthly Investing Sep 2012

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Published by Ed Ball
Reflecting upon initial investment, monthly contributions, and reinvesting quarterly dividend payments.
Reflecting upon initial investment, monthly contributions, and reinvesting quarterly dividend payments.

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Published by: Ed Ball on Sep 24, 2012
Copyright:Attribution Non-commercial

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09/24/2012

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JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDEC
CASH COW
2012
$250$261$275$266$265$280$268$268
$286
$270$271
Initial Invest
YOYGE $22.4097
1,000$ 261$ 268$ 271$ Consumer Finacial Svcs
Qtrly Div $0.17
-$ 10$ 10$ 12$
$121,008.44$ 1,815.19$
Shares/Yield 3.08
4545575757575757
69
696981
KO $38.62
$1,000$265
Beverage
Qtrly Div $0.255
$7$8$8$8$81,004.12$ 1,274.46$
Shares/Yield 2.65
262626262633333333333333
T $37.76
$1,000$275$280$286
Telcom
Qtrly Div $0.44
$11$15$18$21$21981.76$ 1,812.48$
Shares/Yield 4.68
2626263333334040
40
484848
SDRL $41.17
$1,000$250$266$268$270
Oil & Gas Drilling
Qtrly Div $0.84
$25$30
$36
$42$42988.08$ 2,058.50$
Shares/Yield 8.16
2430303036363643
43
435050$833,982.40$ 6,960.63$
YOY is Year over Year
Initial Investment: $4,000 divided equally amongst companies in portfolio
1st year dividends collected: $261.00
1st year you invested: $6,750.00
Notice your initial investment was $3,982.40 at the end of the year you are worth $6,960.63, if the stock prices remained the same,obviously prices will fluctuate throughout the year in the market, so it may be less, it may be more.
Establish your goal to receive a dividend each month of the year
Don't forget your end of year taxes
Reinvest your dividends to receive more each quarter
By making your investments at the beginning of the month you are sure to hold the stock prior to the ex-dividend date to qualify forthe following months dividend payment.
These stocks are not meant to be a recommendation, rather research your own companies and enjoy!!!!
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