#HYHRD: Weekly position and portfolio #review $STUDY

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

“Smithers, release the hounds!”

  • This week:
  • Costco brokerage shows Total Net Profit of $3.23, up from $2.27
  • Costco Roth IRA shows Total Net Profit of $2,539.95, up from $2,060.31
  • Costco IRA shows Total Net Profit of $2,786.71, up from $1,178.26
  • phoenix brokerage shows Total Net Profit of $3.23, up from $2.27
  • phoenix Roth IRA shows Total Net Profit of $52.74, up from $0.02
  • phoenix IRA shows Total Net Profit of $2,373.57, up from $2,048.94
  • Fidelity IRA (closed) shows Total Net Profit of $4,581.64, up from $4,581.63
  • eoption IRA was opened and auto-trading initiated with John Mylant’s Trade weeekly Options
  • eoption IRA shows Total Net Profit of $280.45, up from $91.65
  • optionsXpress IRA (closed) shows Total Net Profit of $12,916.49.54, up from $12,442.54
  • optionsXpress Roth IRA (closed) shows Total Net Loss of -$1,062.24
  • optionsXpress regular (closed) shows Total Net Loss of -$281.75
  • Overall, the HYHRD (High Yield High Return Dividend) portfolio shows a Total Net Profit of $24,194.02, up from $21,063.90
  • Expected Dividends shows $11,364.34 / year, down from $13,763.80
  • (this is because of the large uninvested cash positions in some accounts)
  • All accounts are now partially or fully transferred to sharebuilder.

All figures are ‘since inception in 2012′ and dates vary from account to account.’

The core positions will continue to be evaluated on a regular basis and replaced or added as warranted.

Let’s see how it breaks down;

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Pat Rosenheim
(PandA Trader)
#HYHRD High Yield
High Return Dividend Portfolio
pat.rosenheim@gmail.com
http://www.HYHRD.com

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#HYHRD: watch list $CODI $CSPI $GBDC $KCAP $MCC $NCT $OZM $TCRD $STUDY

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

I target a minimum 30% annual return on stock price *and* a minimum 7% 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.

Today’s watch list;

Continue reading (more…)


Pat Rosenheim
(PandA Trader)
#HYHRD High Yield
High Return Dividend Portfolio
pat.rosenheim@gmail.com
http://www.HYHRD.com

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#HYHRD: Upcoming Ex-Dividends! $SUNS $MCC $CSPI $EFC $PSEC $UVE $STUDY

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#HYHRD: Upcoming Ex-Dividend dates!

  • Next week;
    • 5/21 – SUNS $0.1175
    • 5/22 – MCC $0.36 CSPI $0.10
  • In 2 weeks;
    • 5/29 – EFC .77 PSEC $0.110125
    • 5/30 – UVE .08

These symbols and the corresponding data are exclusive to the #HYHRD (more…)


Pat Rosenheim
(PandA Trader)
#HYHRD High Yield
High Return Dividend Portfolio
pat.rosenheim@gmail.com
http://www.HYHRD.com

Posted in dividend portfolio | Leave a comment

#HYHRD: watch list $CODI $CSPI $GBDC $HTGC $KCAP $NCT $OZM $STUDY

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

I target a minimum 30% annual return on stock price *and* a minimum 7% 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.

Today’s watch list;

Continue reading (more…)


Pat Rosenheim
(PandA Trader)
#HYHRD High Yield
High Return Dividend Portfolio
pat.rosenheim@gmail.com
http://www.HYHRD.com

Posted in dividend portfolio | Leave a comment

#HYHRD Portfolio: Buys/Sells for 5/15 $SBY $STUDY

All stock buys & sells are copied from the spreadsheet;

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