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DividendLab.com Newsletter Returns: +18.93%

Sep. 23, 2012 10:39 PM ET
Todd Johnson profile picture
Todd Johnson's Blog
4.75K Followers
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09.23.12

Hi Folks,

The CPA compiled results, for the 12.06.2011 - 09.23.2012 time frame, is a +18.93% net return. This reflects all hedging losses. The accrued dividends are $580.68 and are not reflected in the returns. The cash balance is $1,853.50. The $100,000 Model Portfolio's value is a net $118,932.10. The accrued dividend data is provided at the end of the newsletter. Capital preservation is the portfolio's cornerstone goal. We are up $7,453 on option income in the option newsletter portion - thru August's option expiration.

The Dividend Lab newsletter cost will be increasing to new members in the future. I will also, due to time constraints and diverse investing goals, have a new service for those seeking capital share appreciation. I will not increase the annual subscription price to current members.

These issues are discussed on the forum.

Best,

Todd Johnson, Editor

DividendLab Newsletter

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