Tuesday, March 31, 2020

6 Month Update

This post is a continuation of the $50 a month stock challenge I started October 14, 2019.  Click on, "No Commission Stock Trades", on the right side of the page to read from the start.

1. October, 2019        7.22%
2. November, 2019    2.31%
3. December, 2019    5.12%
4. January, 2020       4.36%
5. February, 2020     1.66%
6. March, 2020          0.915%

6 Month Total = 22.485%



Comparing my 6 month totals to the overall market since I started on October, 2019.

 DOW  down - 11.45%
 S&P    down - 18.18%
 I am up        + 22.485%


Remember we can not be worried about the market ups and downs, we concentrate on your 2% monthly realized profits (cash flow).




From the chart our projected balance after 6 months is $320.96, while our actual balance is $331.94 . 6 months deposits @ $50 a month = $300.00 for a profit of $28.93

Each 2% monthly profit is based on the beginning balance of that month.














Disclaimer, I am not a professional.
your comments are welcome and appreciated or
 e-mail...…..   1948modelblog@gmail.com

March 2020 Update

This post is a continuation of the $50 a month stock challenge I started October 14, 2019.  Click on, "No Commission Stock Trades", on the right side of the page to read from the start.

   $328.93 self-imposed March trading limit.
2% of $328.93 = $6.58 March profit needed.


  2. $328.93 + $0.71 HP dividend =  $329.64
  3.
  4.
  5.
  6.

  9.
10.
11.
12.
13


16. $329.64 + $1.50 = $331.14
17.
18.
19.
20.

23.
24.
25.
26.
27. $331.14 + $0.80 = $331.94

30.
31.

Ending Balance     $331.94
Starting Balance   $328.93
Monthly Profit      $   3.01

$3.01 on $328.93 = .915%




    Comparing my monthly results to the overall market for March.

     DOW -21.33%
     S&P   -19.93%
     Mine   + .915%

Again I failed to meet my 2% monthly average goal while beating the market.

March ending balance  $331.94
April contribution         $ 50.00
April trading limit        $381.94

$381.94 x 2% = $7.64 profit needed in April















Disclaimer, I am not a professional.
your comments are welcome and appreciated or
 e-mail...…..   1948modelblog@gmail.com


Tuesday 03/31/2020

This post is a continuation of the $50 a month stock challenge I started October 14, 2019.  Click on, "No Commission Stock Trades", on the right side of the page to read from the start.

   $328.93 self-imposed March trading limit.
2% of $328.93 = $6.58 March profit needed.

  -$   8.48 invested 2 WPG @ $4.24 ($0.25 paid 03/16)
  -$ 61.60 invested 1 VZ @ $61.60  (ex-date 04/09) 
  -$ 35.10 invested 2 CXW @ $17.55  (ex-date 03/31)
  -$ 45.75 invested 1 HP @ $45.75 ($0.71 paid 03/02)
  -$ 22.80 invested 2 ETRN @ $11.40($0.45x2 paid 02/21)
  -$ 30.15 invested 10 WPG @ $3.015 ($1.25 paid 03/16)
  -$ 55.00 invested 2 KHC @ $27.50 ($0.80 paid 03/27)
  -$ 14.60 invested 2 BRY @ $7.30 ($0.24 payable 04/15)
  -$ 53.00 invested 1 TNA @ $53.00
  -$   2.35 invested 1 BRY @ $2.35
   $   0.10 balance to invest 
   
6:30am (CDT)
Enter "GTC-EXT-Limit" SELL orders
     12 WPG @ $3.40 ( 2+10=12 ) ???
     1 VZ @ $61.70 
     2 CXW @ $17.90 
     1 HP @ $46.75
     2 ETRN @ $11.90
     2 KHC @ $28.50 
     2 BRY @ $7.60
     1 TNA @ $59.25
     1 BRY @ $3.35
*

* because I purchased 2 BRY @ $7.30 on 02/21 and 1 BRY @  $2.35 on 03/23, I need to indicate to my broker that I want to sell the 1 BRY @ $2.35 on 03/23. The default method is FIFO (First In First Out) but you can change it to "LIFO" or "cheapest" on any trade, just indicate it to your broker.



    BRY  @ $2.35 could probably be sold today for a slight profit to help our "underperforming month", but I do what is best long-term for my account and not just try to pad the monthly numbers.
  
Disclaimer, I am not a professional.
your comments are welcome and appreciated or
 e-mail...…..   1948modelblog@gmail.com

 

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