Dividends4Life

Dividend Progress Report: October 2009

David: You are correct on the YOC. On of the ironies is that you have to go back several years to see the real story. The 2008 market implosion allowed me add positions at prices not seen for quite a longtime for many securities.

Best Wishes,
D4L

Dividend Progress Report: October 2009

David: Purchases are primarily new money. As you noted, it also includes reinvested dividends and any sold securities. It is roughly 90% new money 10% dividends reinvested, with any sales layered on top of that.

Best Wishes,
D4L

Portfolio Update: Trimming ETF Income Holdings

Dave: The annualized income is forward looking and based on my current holdings. As for my YOC rising in the future, it is a result of building my investment base so current investments represent a smaller % of total invested capital, thus new capital will have have less an effect on YOC. For example, a $5,000 investment into a $20,000 portfolio will have a dramatic effect on its YOC, where the same $5,000 investment into a million dollar portfolio will produce a much smaller effect.

Best Wishes,
D4L