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Showing posts from August, 2018

Checkpoint on our Portfolio let's see how we are doing? ~ Did William beat the street?

So how well did we do in our first year?

Lets look at our Portfolio starting with Dividend Stocks

WRE 9/23/2017 $32.60  /  9/25/2018  $31.26    Gain $1.20 Dividend per share
IRET 9/23/2017 $5.81  /  9/25/2018  $5.49    Gain $.28 Dividend per share
EES 6/6/2018 $39.20  /  9/25/2018  $40.73Gain $.18 Dividend per share
Again pretty flat but we are buyig for the dividend not the share price.

Stocks with dividend & regular:

NVDA 9/23/2017 $179.00  /  9/25/2018  $272.22Gain $0.60 Dividend per share Up 65%

BABA 11/12/2017 $186.44  /  9/25/2018  $174.23  Down 9.3%

RMD 1/29/2018 $103.50  /  9/25/2018  $108.90Gain $0.70 Dividend per share Up 9.4%

AMZN 4/17/2018 $11,405.32  /  9/25/2018  $1905.39Up 73.7%

ALSN 6/6/2018 $41.89  /  9/25/2018  $49.11Up 8.5%

TROW 5/19/2018 $120.59  /  9/25/2018  $115.41  Down9.5%

IQ 7/7/2018 $29.62  /  9/25/2018  $28.78 Down1%

 So we invested a total of:

$2,065.91  (w dividend share bought  add 77.01) = $$2,142.92

We are currently at:

2,654.04 (w dividend share add 77.48) + ($…

Turkey ~ The New Trade War with Trump

So Trumpty Dumpty fires off a tweet on Friday stating he will be raising metal tariffs on Turkey.  Where did this come from?  Why is this in his head Trump does not operate in a vacuum.  Could the recent second private meeting with Putin have anything to do with this?

William shut up we are here to learn about the stock market why are you going off on a rant?


Sometimes dear reader; I do wish you would let me make my point before you interrupt; but since you have, it is because it effects the way we have been looking into our investment strategies. These are know as "Black Swan" events; this particular one with Turkey, seems to be coming out of left field, and has the markets concerned.  It is the modern age equivalent of having declared war on the country; if not just an economic war.


This single tweet caused the value of the Turkish Lira to devalue by 20%  lets put that in perspective using a Coca Cola, normally $1.00 for example wholesale to a store in Turkey, who buys thi…