Fund Value By Quarter

Analysis of total fund value by quarter starting in November 2016.

TOTAL GAIN/LOSS (%)

Analysis of the total profitable gain/loss starting in November 2016.
 

ESTIMATED DIVIDEND INCOME/YR

Estimated yearly dividend income if there is no change in any position's dividend.
 

DIVIDENDS RECEIVED PER QTR

Total dividends ($) received by quarter.

Dividends Received per Month

Quarterly Returns 2k vs. S&P