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End of Year Review January 2, 2013

Posted by shaferfinancial in Finance.
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Well it has been a good year for my investments.

Berkshire Hathaway went up around 20% for 2012. It pays no dividends so that was all capital appreciation.
HCN REIT appreciated 14% and paid out and additional 6% in dividends for an annual return of 20%.
Magellan Midstream Partners [MMP] went up 31% for the year and paid dividends of 4.3% for a total return of 35%.

My EIUL had a 13% return.

My real estate at least didn’t go down and might had risen a few percentage points.

So overall pretty good.

Remember, I am following a dividend strategy with HCN and MMP, so I am more concerned with increasing dividend payout for those two, which they did. Still not convinced the dividend will rise at a high enough rate for me on HCN so I am keeping a close eye on it.

BRK still undervalued according to my analysis, so has upside potential.

More detailed analysis of these three stocks once end of year results are reported.

Have a great 2013.

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