Each month I update the Pocket Change Portfolio (PCP). The table below reconciles the PCP from beginning of period to end of period for April 2009, Year-To-Date (2009) and Life-To-Date. The Portfolio Returns line provides the calculated return for the three displayed periods.
|Beg. Portfolio Value||4,852.52||3,395.62||-|
|Online Cash Receipts||582.25||2,197.15||5,745.49|
|Ending Portfolio Value||5,386.70||5,386.70||5,386.70|
Online earnings in April continue to recover from moving my primary site to a new domain in February. I expect online earnings to slowly build for a period of time as Dividends Value establishes itself. In addition, the general economic situation is continues to play a part in the earnings decline.
There were no purchases during the month of April. I ended the month with $1,516.22 in cash. This will allow me to purchase my fifth PCP stock during the month of May. It is my goal to have sufficient earnings to purchase at least one stock every quarter.
The PCP is generating $188.62 in annual income with a Yield On Cost of 4.47%. This is up from $185.46 in March due to dividend increases from KO and ED.
My PCP holdings are always available by selecting the Holdings option from the menu in the header. The next PCP update will be mid-June.