Owner: My Quest to Building an Empire to Retire On URL:http://questempire.blogspot.com Join Date: Thu, 05 Jun 2008 13:01:41 -0500 Rating:0 Site Description: Follow me and see me slowly get rich from investing in mutual funds and etfs.
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06FY08: Buying some Dividend Paying Funds 2008-06-05 12:19:00 I received some statements from a few old credit unions I used to use, Christian Community Credit Union and Everett Credit Union, had about $330.00 between both CUs. I transfered to my Zecco Acct and it was available for this morning.Here goes what i boughtBought 7 AAV @ $12.54 = $87.78 paying about 11.40%Bought 9 BTF @ $20.82 = $187.38 paying about 15.90%Bought 4 EMD @$13.60 = $54.40 paying about Read more:Buying
, Dividend
, Funds
06FY08: Latest ETF Purchases 2008-06-02 10:23:00 My latest stock purchases are as follows.Bought 1 XLE@ $86.93 for Energy, you can never have enough energy.Bought 4 XLF@ $24.52 for Financial ( I seriously think this will come back very soon, and I'm not worried about it now, i'll continue buying a few shares every month to build up. It is also a nice dice dividend stock @ 3.70%Bought 1 VUG@ $63.17 for Large CapsBought 1 EWY@ $58.70 for South Ko
05FY08: Roth Ira Update 2008-05-31 17:00:00 My IRA performed extremely well in the past two months against the S&P 500.While for the month of April, the S&P running at 4.75%, my IRA performed at 13.70%. If the trend continues i'll be averaging a good 19.53% for the Year on returns.Current balance: $9964.05 (9.7%)Best performer this month was my Latin America Mutual Funds. Its already up 12.87% for the year and from what I was read Read more:Update
05FY08: Month End Contributions 2008-05-31 16:47:00 My May contributions for the brokerage account totaled $386.22 which is less than what I was expecting. I am going to close some dead bank accounts that I have floating around including one at Christian Community Credit Union. When the interest rates were high, i was getting about 6% on my CDs, now that the interest rates have reset, its costing my money. I have managed to transfer the amount of Read more:Month
05FY08: May Update 2008-05-27 10:27:00 Here is an update on how I am going to achieve my goals of having $1MIL saved by the time I am 50 years old.I am currently 26 so I have 24 years to just let the interest compound and re-invest. I plan to fully fund my IRA as my New Year Goals. On top of that, I am also building an ETF portfolio on the side to help me accelerate my goals at Zecco because of its Free Trades on stocks.Roth IRA hosted Read more:Update
06FY08: Bought some Financials 2008-06-12 12:33:00 The stock market has been getting a beating these past couple of weeks that i am still running in the RED. My Entire portfolio is down about 6%. I know that it will come back and i am buying as much as i can right now.Today I bought 2 more shares of XLF @ 23.00.I now own 11 shares of XLF at average of $24.71.This bad boy also pays 3.70% yearly dividend so i am not worried that it will come back,
07FY08: Buys 2008-07-01 12:32:00 Well, Today the Stock Market has reached what they consider a "Bear Market". Most of the investors are pulling money out of the system and thus creating this sell-off.I am on the other hand putting money into the system...Todays buys are:VEA 1@ $41.99 = $41.99XLF 2@ $19.89 = $39.78VBK 1@ $66.10 = $66.10VWO 1@ $45.80 = $45.80VUG 1@ $59.15 = $59.15PWE 10@ $33.79 = $337.90EWY 1@ $50.26 = $50.26Money
06FY08: Dividend Payments 2008-06-30 13:22:00 This has been a crazy month, i am down 10% on my brokerage account and about 4-5% on Roth IRA.Dividend
s for this Month as follows.EMD: $1.26BTF: $2.46 (ROC)EWZ: $1.90EPP: $0.86EWY:$0.61UTG:$0.58VNQ:$1.60VUG: $0.70Total: $9.97I contributed another $375.00 + $250.00 = $625.00Total Cash Balance for July Free Trade Investments: $642.42
08FY08: Buys & Contrib 2008-08-02 15:30:00 Update for Month End July 08.Bought 1 Share of UTG on 7/18 @ $20.68Received Dividends on 07/31/2008XLK - Technology = $0.21BTF - Boulder Fund = $2.46UTG - Utility Fund = $0.58Bought 1 Share of EWZ on 7/31 @ $79.14Bought 1 Share of PWE on 7/31 @ $29.68Bought 1 Share of VGK on 7/31 @ $62.95Bought 1 Share of UTG on 7/31 @ $20.66Bought 1 Share of EPP on 7/31 @ $42.60Contributed $350.00 to fund this mo
09FY08: Buys 2008-09-05 12:57:00 Crazy Week on the Stock Market. The past few days I managed to buy some more ETFsBuysUTG 2 @ $20.23 = $40.46VBK 1 @ $67.17 = $67.17VUG 2 @ $57.59 = $115.18AAV 4 @ $10.42 = $41.68PWE 1 @ $28.28 = $28.28EWY 1 @ $40.22 = $40.22XLK 2 @ $22.98 = $45.96VOT 1 @ $56.35 = $56.35VBK 1 @ 68.00 = $68.00Dividends$0.09 ZeCCO$0.81 UTG$2.46 BTF$0.67 AAV -0.12 DIVIDEND TAX$2.71 PWE -0.48 DIVIDEND TAXTransfers in$2
11FY08: Buys + Contributions + Dividends 2008-11-04 10:36:00 Contributions:Weekly $125.00 for Last Week in OctoberWeekly $125.00 for First Week in NovemberBuys: (October 27-29)Buy 1 XLE @ $48.50Buy 1 XLF @ $14.73Buy 1 XLK @ $16.25Buy 1 VNQ @ $37.70Buy 1 BTF @ $12.27Buys: (November 4)Buy 2 VOT @ $38.36Buy 1 XLE @ $52.57Dividends:$4.62Summary:October was a good buying month, it brought my dollar-cost down in alot of the stocks that i owned. Short-term it was
10FY08: Buys + Dividends + Contributions. 2008-10-21 14:13:00 Contributions: $276.97Dividends:PWE: $3.45 - $0.52(TAX) = $2.93AAV: $1.22 - $0.18(TAX) = $1.04Buys: (Oct 20)Buy 1 XLE @ $49.00 = $49.00Buy 5 UTG @ $14.20 = $71.00Buys: (Oct 21)Buy 2 VUG @ $43.00 = $86.00Buy 1 XLF @ $16.10 = $16.10Buy 4 UTG @ $14.10 = $56.40--As of today, my portfolio overall is down about 35% is good compared to where the market is at. I'm continue to buy shares at large caps, ban
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