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 $40.73 Gain $.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 $272.22 Gain $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 $108.90 Gain $0.70 Dividend per share Up 9.4%
AMZN 4/17/2018 $11,405.32 / 9/25/2018 $1905.39 Up 73.7%
ALSN 6/6/2018 $41.89 / 9/25/2018 $49.11 Up 8.5%
TROW 5/19/2018 $120.59 / 9/25/2018 $115.41 Down 9.5%
IQ 7/7/2018 $29.62 / 9/25/2018 $28.78 Down 1%
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) + ($2.26 dividends) = $2733.78*
*Figure slightly lower, cause not all dividends have paid on yearly basis so could be slightly higher)
We finished at 8% return (DJIA = 8.6% return YTD) we finished in line with the market currently, but let me show you how we are doing better. All will start to out perform the market as a whole.
Our recent picks TROW & IQ have not had the time value of money to grow as of yet but I have faith, since IQ is the Netflix of China and Netflix itself just showed an incredible return on Friday. IQ has a 5 times the ratio too increase in value. BABA while down just turned a 61% profit for the quarter and not sure why investors are not responding too it but they are diversifying just like Amazon is so they should pull through.
I don't want to give you the answer as to which stock performed the best and why; I want you to tell me. There are 3 #1 picks I can see. One of those dividend stocks I would be buying like cray. Leave comments below.
We didn't beat the street but at 8% but we are performing better than a lot of 401K mutual funds go compare. Our return is still better than an CD at any bank at this time.
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