Retirement Income

Stocks and Options

February 19th, 2009 at 12:14 pm

CKR, PDS 1Qtr09 Dividends Received

Many of the stocks that I own and write Covered Calls upon also pay dividends.  Dividends happen on a regular basis and add significantly to my annual investment income.

This week, I received the following dividends in various accounts for a total of $30.63:

Stock

Shares

Total Dividend

Div per Share

Basis per share

% on Basis

Annual % on Basis

CKR

300

18.00

0.06

16.72

0.3589%

1.4354%

PDS

400

12.63

0.03

9.55

0.3306%

3.9675%

 

I use my basis per share to determine the simple and annualized percentage return because I feel that it gives me a better representation of the value of the dividends as they relate to my portfolio.  Note that PDS pays a monthly dividend.

 

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