Friday, July 11, 2014

July 2014 update ($349,340 +$29,470 or +9%)

Accumulated $4,000 as part of my annual saving goal
EUR is up to USD,  represents 7,750 USD gain
GBP is up to USD, represents  2,650 USD gain
RUB is up to USD, represents 670 USD gain
Vanguard ETF is up by 1,800 USD
Vanguard S&P 500 is up by 400
Gazprom shares are up by 9,550 USD
Company shares are up 760 USD
Rosneft shares are up by 1,520 USD
Precious metals up by 370 USD
Grand total additions: US$ 29,740


Observations:
-         If the market stay as is, without retreat I would reach my annual goal, should I keep up with the monthly savings.
-         Gazprom announced annual dividends as 0.42 USD per ADR. At the current Gazprom ADR price (~8.7 USD) this is  4.8% in dividends only. For my holdings this is 9,660 USD. I will not add to portfolio now, as payment will be made end of July. At the moment I am thinking of reinvesting dividends and buy 1,000 more Gazprom ADRs.
-         Rosneft announced annual dividends as 0.37 USD per share. At the current Rosneft share price (~7.3 USD) this is  5.0% in dividends only.  For my holdings this is 740 USD. I will not add to portfolio now, as payment will be made end of July. I am thinking in reinvesting the dividends back into Rosneft shares.
-         One of the next post I will go through the dividends and total return for  my holdings.  This is to have clear picture of where I am. If instead of reinvesting dividends I choose to cash in, I would get  12 K USD a year in dividends before the taxes.
 

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