PandA Trader

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 →

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

#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 (High Yield High Return Dividend) Portfolio, and this list is not an “all-inclusive” list of dividend-paying stocks. YMMV!

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

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 →

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

All stock buys & sells are copied from the spreadsheet;

• Costco brokerage;
• There were no BUYS in this account.
• SBY 4/25/13 0.3443 19.40 $- $6.68 5/9/13 0 19.40 -99.86% $6.67 $0.01 ($6.67)
• Costco Roth;
• There were no BUYS in this account.
• SBY 4/25/13 3.4326 19.40 $- $66.59 5/15/13 3.4326 19.12 -8.88% $4.95 $60.68 ($5.91)
• Costco IRA;
• There were no BUYS in this account.
• 4/24/13 24 19.40 $- $465.60 5/14/13 24 19.16 -2.30% $4.95 $454.89 ($10.71)
• optionsXpress IRA (closed);
• There were no BUYS in this account.
• SBY 3/28/13 24 19.40 $- $465.60 4/18/13 24 19.46 -0.97% $5.96 $461.08 ($4.52)
• phoenix brokerage;
• There were no BUYS in this account.
• SBY 4/25/13 0.3443 19.40 $- $6.68 5/9/13 0 19.40 -99.86% $6.67 $0.01 ($6.67)
• phoenix Roth;
• There were no BUYS in this account.
• There were no SELLS in this account.
• phoenix IRA;
• There were no BUYS in this account.
• There were no SELLS in this account.
• eoption IRA;
• There were no BUYS in this account.
• There were no SELLS in this account.

All of the above information is available in greater detail on my blog, under Real Results.

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

Today, I closed out my entire $SBY position, and corrected/updated the dividend logs and the trade logs, as well as the tradelogs spreadsheet. That was no easy feat, I tell you. The largest position was 24 shares, and the smallest was 0.3443 shares, so it was not a big deal financially, but it was a big deal chasing it all down. I know they are/were a dividend (spinoff) from TWO, but I’m counting it as a SBY dividend.

In today’s buy/sell report, I’ll just list each sale transaction by account. Dividends are already posted on the spreadsheet and blog.

BTW, that brings my 2013 dividend income up to $15,380.89 already, and we’re just halfway through May.

I did sell some other positions to free up some cash for withdrawal in case we buy a retirement home in Florida, so that will put a significant dent in earning power until we sell our house up north and add those funds back into the mix.

Have fun!

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