My goals were defined in this December 1, 2007 Investing Goals post and updated in my 2009 Investing Goals post. Below is an updated version of the table found in the original post.
|Div. Changes YTD||(304)||-0.27%|
Click here for a Detailed Historical Progress Table.
For the month, annualized dividend income decreased $329, and Yield on Cost (YOC) decreased -0.24%. These changes were a net of new purchases, dividend changes and sales. Let's examine each of the these categories:
Purchases: The $268 increase in annual dividend income and 0.02% increase in YOC related to the following purchases (yield at the time of purchase):
- $70 ITW (3.56%)
- $198 TEG (7.37% )
Dividend Changes: The ($227) decrease in annual dividend income and (0.20%) decrease in YOC related to the following dividend changes (a=dividend stated in annual terms, q=quarterly, m=monthly):
- $2 PGN $0.615q>$0.62a 0.01%
- $1 HCP $0.455q>$0.46q 0.00%
- $4 NUE $0.32q>$0.35q 0.00%
- ($1) RY $0.40623q>$0.3959q 0.00%
- ($18) ETO $2.09a>$2.03a -0.02%
- ($215) AOD $0.18m>$0.12m -0.19%
Sales: The ($370) decrease in annual dividend income and (0.06%) decrease in YOC related to the following sales:
- ($216) AOD -0.11%
- ($154) GE 0.05%
It is becoming increasingly obvious that I will likely not achieve my 2009 goals. I anticipate a troubled environment throughout the remainder of 2009 and into early 2010. As such, I will continue to focus on quality and upgrading my portfolio. This will not lead to the highest current income, but should optimize long-term results.
That's it for this time. The next monthly progress update will be on Saturday, April 4th.