My goals were defined in this December 1, 2007 Investing Goals post and updated in my 2009 Investing Goals post. I am pleased to note that both of my goals were achieved in 2008 - not may investors can say that. Below is an updated version of the table found in the original post.
|Div. Changes YTD||(77)||-0.07%|
Click here for a Detailed Historical Progress Table.
For the month, annualized dividend income increased $80, and Yield on Cost (YOC) decreased -0.10%. These changes were driven by new purchases, dividend changes and sales. Let's examine each of the these categories:
Purchases: The $362 increase in annual dividend income and 0.30% increase in YOC related to the following purchases (yield at the time of purchase):
- $46 MFC (4.56%)
- $56 BLV (5.16%)
- $150 ED (5.87%)
- $49 LLY (5.15%)
- $61 CTL (9.78%)
Dividend Changes: The ($77) decrease in annual dividend income and (0.07%) decrease in YOC related to the following dividend changes (a=dividend stated in annual terms, q=quarterly, m=monthly):
- ($64) SDY $2.99a>$2.21a -0.07%
- ($7) CNI $0.2277q>$0.18852q -0.01%
- $1 O $0.14112m>$0.1418m 0.01%
- $1 SYY $0.22q>$0.24q 0.01%
- ($8) ETO $2.15a>$2.09q -0.01%
Sales: The ($108) decrease in annual dividend income and (0.06%) decrease in YOC related to the following sale:
- ($108) : AOD : (0.06%)
- ($97) : PFE : 0.00%
That's it for this time. The next monthly progress update will be on Saturday, March 7th.
Tags: [AOD] [BLV] [CNI] [CTL] [ED] [ETO] [LLY] [MFC] [O] [PFE] [SDY] [SYY]