#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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#HYHRD: Expected dividends $CEFL $MORL $TWO $PSEC $NYMT $IVR $MITT $RSO $AI $NRZ, current holdings, actual yield as of 7/19 $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 ($34,750.22/year), but now I have also added in the Equal Weight spreadsheet that shows the dollar amounts invested in each stock totalling ($247,966.04). 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 14.014104% 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 7/19 $BBEP $LRE $NMM $NRF $NSLP $OZM $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 7/12 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, down from $596.80
  • Roth IRA-A shows Total Net Profit of $4,242.98, up from $4,221.38
  • IRA-A shows Total Net Profit of $9,627.00, down from $10,057.60
  • brokerage-P shows Total Net Profit of $711.66, down from $776.67
  • Roth IRA-P shows Total Net Profit of $1,001.52, up from $1,023.43
  • IRA-P shows Total Net Profit of $8,555.53, down from $8,916.22
  • Overall, the HYHRD (High Yield High Return Dividend) portfolio shows a Total Net Profit of $46,978.65, down from $47,964.76.
  • Expected Dividends shows $35,363.19 per year, up from $31,235.60

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 $FULL $TWO $PSEC $NYMT, current holdings, actual yield as of 7/12 $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 ($35,363.19/year), but now I have also added in the Equal Weight spreadsheet that shows the dollar amounts invested in each stock totalling ($251,095.34). 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 14.083569% 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;


Continue reading

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