4th Quarter 2018 Update:
For the real RunningMan portfolio I proposed as a 5% withdrawal portfolio with someone of very minor savings ($36,376):
Payments Began March 15, 2015 $150.00/mo
Current Distribution:-- 12/31/2018 $159.00/mo
Total Distributions:———————$6,291.00
Portfolio Value @ 12/31/18: $37,786.67
DNP : $26,156.00 --- 2,515 Shares
SDOG: $5,869.50 ----- 150 Shares
RVT : $ 4,956.00 ------- 420 Shares
MMKT : $805.17
Distributions received since last report:$1,374.10 Payments made 954.00
The withdrawal rate on the value of the portfolio is now 5.05%
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Wellington Portfolio for Comparison @ 12/31/18: $35,955.38
VWLEX $35,955.38 960.06 Shares
MMKT: $318.00
Distributions reinvested since last report: $2,659.13 70.05 Shares@ 40.98/37.29
Withdrawal Rate is now 5.31%
The Runningman portfolio had a slightly better year than Wellington, dropping $2,989.58 vs the loss of $3,207.58 for the Wellington. Top value at month end was September @ $42,694.51 Wellington was $38,378.24. During the month of January 2019 the Runningman portfolio recovered nearly $3,000 to $40,737 while the Wellington portfolio underperformed by increasing $1,500 to $37,409. RVT has underperformed the market and the Russell 2000 in the last 12 months putting a bit of a drag on the portfolio. Next update will be the annual realignment at the end of February.