#HYHRD: Looking at daily and weekly charts for w/e 9/27 $STUDY

Looking at Charts is now updated on Sunday mornings.

Looking at the daily and weekly charts this week, these stocks look like they are in nice uptrends;


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#HYHRD: Weekly position and portfolio #review $STUDY 9/27 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:
  • ind-PandA (formerly brokerage-A) shows Total Net Profit of $1,226.49, unchanged from $1,226.49
  • Roth-A shows Total Net Profit of $5,177.39, up from $5,165.48
  • IRA-A shows Total Net Profit of $13,438.69, unchanged from $13,438.69
  • Computershare (formerly brokerage-P) shows Total Net Profit of $2,729.62, unchanged from $2,729.62
  • Roth IRA-P shows Total Net Profit of $1,620.37, up from $1,615.19
  • IRA-P shows Total Net Profit of $12,128.94, unchanged from $12,128.94
  • Overall, the HYHRD (High Yield High Return Dividend) portfolio shows a Total Net Profit of $65,847.94, up from $65,813.76.
  • Expected Dividends shows $28,490.16 per year, up from $28,394.16

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 $ORC $472.86 SFL $51.25 WHLR $211.40, current holdings, actual yield as of 9/27 $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 ($28,490.16/year), but now I have also added in the Equal Weight spreadsheet that shows the dollar amounts invested in each stock totaling ($247,003.60). 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 11.534310% 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!

Speaking of ‘gut feeling’, I sold all of our positions on 8/21, realizing capital gains of over $6,000.00 across all of our accounts. I’m calling that a ‘reset’ for the portfolio. I just didn’t feel comfortable with world events and thought I saw a little bit of instability in world and US markets. Perhaps I was wrong. I certainly hope so. Nevertheless, I have begun to re-establish some ‘old’ positions and establish some new ones. And, because $ORC was one of the positions sold on 8/21, and it was before the ex-dividend date on 8/22, I will not be receiving the $744 I had previously forecast for the dividend so instead I took $2,755.34 in capital gains on that position. A worthwhile move, IMHO. YMMV!

The large variations in dividend income each month is due to the ‘small month, small month, big month’ dividend cycle, when some quarterly paying dividend stocks do not pay a dividend until 1 or 2 months later. At that time, we will witness the ‘big month’ dividend cycle (usually January, April, July, October). The recent portfolio reset is also a factor.

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: spreadsheets for w/e 9/27 $STUDY q*.!.*p

I have combined several spreadsheets to make them easier for me to get the info I need. The combined spreadsheets are the HYHRD screening watchlist spreadsheet, the Score spreadsheet, Equal Weight (Investment amounts) spreadsheet, the Expected dividend (stock holdings) spreadsheet, the actual yield (‘dividend per invested dollar’) spreadsheet, the dates spreadsheet, and the watch list (screening) spreadsheet. They are all now found in the Expected Dividends workbook.

Here’s the Screening spreadsheet;


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#HYHRD: screening for w/e 9/27 $DOM $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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