#HYHRD: 1k posts! $BDCL $DVHL $MLPL $ETJ $ETB $ETW $SLVO $YYY $GLDI $STUDY

This blog now has it’s 1,000th post!

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Besides that, though, there’s always ‘work’ to do and this is what I’m working on now;

Several suggestions to look at $BDCL $DVHL $MLPL $ETJ $ETB $ETW $SLVO $YYY and $GLDI came to me over the past couple of months so I thought I’d take at least a quick look.

At a glance;

Symbol Dividend Yield Annual Return Total Return
BDCL 15.10% 14.96% 30.06%
DVHL 12.04% 23.47% 35.51%
MLPL 8.13% 40.59% 48.72%
ETJ 9.62% 16.87% 26.49%
ETB 2.63% 16.18% 18.81%
ETW 9.10% 25.46% 34.56%
SLVO 17.53% 4.40% 21.93%
YYY 9.82% 16.27% 26.09%
GLDI 13.26% -1.09% 12.17%

Now, if I apply my first rules of screening to this list, only 1 symbol passes the 8% minimum yield and 30% minimum annual return: MLPL with a Total Return score of 48.72%, a very respectable number and worthy of a closer look. But, the next closest contenders bear a closer look as well, with Total Return scores from 30.06% to 35.51%. In order, they are; BDCL, ETW, and DVHL.

I took a look at the daily and weekly charts, and they look pretty good for both MLPL and ETW. The rest look a lot more volatile, price-wise. I won’t show the charts here, so you’ll just have to take my word for it. Besides, taking pictures of the charts and pasting them here takes up lots of room and time and I just don’t have the time today. I will tell you that I look at 4-7 different periods and what I would like to see is a steady upward climb, free from spikes caused possibly by HFT (High Frequency Trading), and steady volume.

MLPL looks to be showing a buying opportunity presently, and ETW shows a bit of churn for the past couple of months. I have no position in either, but will look into tax consequences, and do some further due diligence before taking a bite out of either one.

Data for dividend yield taken from dividend.com.

Data for annual return taken from buyupside.com.

Data is current as of today (July 27, 2014).

Data is unavailable on finviz.com for both BDCL and DVHL. Data for the rest is available, albeit somewhat incomplete for some symbols.

All but BDCL and MLPL pay monthly dividends, which is interesting.

Live long, and prosper!

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#HYHRD: Weekly position and portfolio #review $STUDY 7/26 Update

It’s time for the weekly review of positions in the HYHRD (High Yield High Return Dividend) portfolio.

“Smithers, release the hounds!”

  • This week:
  • brokerage-A shows Total Net Profit of $515.47, up from $355.90
  • Roth IRA-A shows Total Net Profit of $4,997.92, up from $4,242.98
  • IRA-A shows Total Net Profit of $10,806.77, up from $9,627.00
  • brokerage-P shows Total Net Profit of $1,495.04, up from $693.39
  • Roth IRA-P shows Total Net Profit of $1,360.90, up from $1,004.47
  • IRA-P shows Total Net Profit of $9,608.48, up from $8,555.53
  • Overall, the HYHRD (High Yield High Return Dividend) portfolio shows a Total Net Profit of $55,845.04, up from $46,972.58.
  • Expected Dividends shows $34,702.44 per year, down from $34,750.22

All figures are ‘since inception in 2012′ and dates vary from account to account.’
Let’s see how it breaks down;


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#HYHRD: Expected dividends $IVR $MITT $RSO $AI $NRZ, current holdings, actual yield as of 7/26 $STUDY

This is the regular posting of the review of “Expected dividends, current portfolio holdings, (and) actual yield” of the #HYHRD portfolio.

This MS Excel workbook now shows not only the Expected Dividends from the currently held positions across the HYHRD portfolio ($34,702.44/year), but now I have also added in the Equal Weight spreadsheet that shows the dollar amounts invested in each stock totaling ($248,687.40). This also enables me to calculate the ACTUAL YIELD for the portfolio holdings, and adds another spreadsheet called, amazingly enough, Actual Yield! From this sheet, I can further determine the most ‘bang for the buck’ by calculating the dividend expected per dollar invested! Um, please don’t put too much faith on that and base your investment on it, as I just wanted to calculate how much each stock would potentially earn (This portfolio should be expected to return about 13.954241% in dividends alone, according to the calculations that were just done). This does NOT consider capital gain/loss, like the new ‘scoring’ procedure does. I now use this new ‘scoring’ procedure along with all of the other indicators and sometimes my ‘gut feeling’ as to what and how to invest. Do your homework and do your own due diligence! YMMV!

Mr. Market may have different ideas than you or I, so it’s always a good idea to at least have a look each day. I don’t like buying when the market is going down, but I don’t mind buying so much when the market is going up.

Here is the Expected Dividends workbook;


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#HYHRD: watch list for w/e 7/26 $BBEP $CPLP $LRE $MEMP $NMM $NSLP $WIN $STUDY q*.!.*p

The Watch List Update is now issued weekly, at the end of each week. This is my compilation from the past week. Hindsight can be 20/20, foresight not so much.

My expectations for the #HYHRD (High Yield High Return Dividend) Portfolio:

I target a minimum 30% annual return on stock price *and* a minimum 8% dividend yield.

I can’t always hit that, but those are my targets.

Sometimes I hit my targets, too; some I exceed by a little, and some by a lot.

Lot’s to do, so let’s get to it.

Last Week’s screening watch Lists;


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#HYHRD: Weekly position and portfolio #review $STUDY 7/19 Update

It’s time for the weekly review of positions in the HYHRD (High Yield High Return Dividend) portfolio.

“Smithers, release the hounds!”

  • This week:
  • brokerage-A shows Total Net Profit of $355.90, unchanged from $355.90
  • Roth IRA-A shows Total Net Profit of $4,242.98, unchanged from $4,242.98
  • IRA-A shows Total Net Profit of $9,627.00, unchanged from $9,627.00
  • brokerage-P shows Total Net Profit of $693.39, down from $711.66
  • Roth IRA-P shows Total Net Profit of $1,004.47, up from $1,001.52
  • IRA-P shows Total Net Profit of $8,555.53, unchanged from $8,555.53
  • Overall, the HYHRD (High Yield High Return Dividend) portfolio shows a Total Net Profit of $46,972.58, down from $46,978.65.
  • Expected Dividends shows $34,750.22 per year, down from $35,363.19

All figures are ‘since inception in 2012′ and dates vary from account to account.’
Let’s see how it breaks down;


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