Mom

Description:

Partially my mom's portfolio

Stock, start price, end price, dividend, return

JPC 12.60 13.87 8% 18%

HPF 22.56 24.74 7.5 18.5%

PSW 21.10 22.20 7% 12%

FVD 14.39 16.75 3% 20%

ERC 16.42 17.12 7.6% 10.5

muni

Bmt 10.76 9.84 3.7% -4.2

Cxe 6.70 6.65 5.4 4.9

Dmf 9.13 9.53 5.2 9.3

PMM 7.25 7.93 5.1 14.9

MNP 14.17 13.94 4.3% 2.8

MPT 13.55 13.32

EVJ 15 15.03 4.5% 4.6

MYJ 14.88 15.25 4.6% 7.1

Global


SGL 11.41 12.45 7.6 15.5

BGT 17.93 18.56 8.1 12

FCM 17.52 18.22 8.1 13.2

JRO 12.98 14.01 9 16.6

FUND 10.37 10.73 5 9

RVT 20.73 22.42 8.2 == 16.3

TICC 15.42 17 8 == 19%

TRU 7.17 6.4 11% 0

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