It’s time for the weekly review of positions in the HYHRD (High Yield High Return Dividend) portfolio.
“Smithers, release the hounds!”
- This week:
- Costco brokerage shows Total Net Profit of $3.23, up from $2.27
- Costco Roth IRA shows Total Net Profit of $2,539.95, up from $2,060.31
- Costco IRA shows Total Net Profit of $2,786.71, up from $1,178.26
- phoenix brokerage shows Total Net Profit of $3.23, up from $2.27
- phoenix Roth IRA shows Total Net Profit of $52.74, up from $0.02
- phoenix IRA shows Total Net Profit of $2,373.57, up from $2,048.94
- Fidelity IRA (closed) shows Total Net Profit of $4,581.64, up from $4,581.63
- eoption IRA was opened and auto-trading initiated with John Mylant’s Trade weeekly Options
- eoption IRA shows Total Net Profit of $280.45, up from $91.65
- optionsXpress IRA (closed) shows Total Net Profit of $12,916.49.54, up from $12,442.54
- optionsXpress Roth IRA (closed) shows Total Net Loss of -$1,062.24
- optionsXpress regular (closed) shows Total Net Loss of -$281.75
- Overall, the HYHRD (High Yield High Return Dividend) portfolio shows a Total Net Profit of $24,194.02, up from $21,063.90
- Expected Dividends shows $11,364.34 / year, down from $13,763.80
- (this is because of the large uninvested cash positions in some accounts)
- All accounts are now partially or fully transferred to sharebuilder.
All figures are ‘since inception in 2012′ and dates vary from account to account.’
The core positions will continue to be evaluated on a regular basis and replaced or added as warranted.
Let’s see how it breaks down;
 Pat Rosenheim (PandA Trader) #HYHRD High Yield High Return Dividend Portfolio pat.rosenheim@gmail.com http://www.HYHRD.com  |
Weekly Options Strategy