#HYHRD: 4/22/14 #sharebuilder update $STUDY

Presenting the #HYHRD (High Yield High Return Dividend) portfolio #sharebuilder update.

Edits to your Automatic Investment Plan must be complete by 5:00pm (ET) 4/21/2014 in order for the changes to be effective for the 4/22/2014 investment day.

There are changes to the plans this week.


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#HYHRD: Weekly position and portfolio #review $STUDY 4/20 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:
  • Costco brokerage shows Total Net Profit of $853.77, up from $827.20
  • Costco Roth IRA shows Total Net Profit of $6,038.45, up from $5,916.40
  • Costco IRA shows Total Net Profit of $14,582.05, up from $14,254.12
  • phoenix brokerage shows Total Net Profit of $865.53, up from $833.70
  • phoenix Roth IRA shows Total Net Profit of $1,473.75, up from $1,444.85
  • phoenix IRA shows Total Net Profit of $13,675.79, up from $13,388.12
  • Overall, the HYHRD (High Yield High Return Dividend) portfolio shows a Total Net Profit of $54,564.48, up from $52,968.95.
  • Expected Dividends shows $24,979.35 per year, up from $22,134.52

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: watch list for w/e 4/19 $dom $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 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.

Last Week’s screening watch Lists;


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#HYHRD: Expected dividends, current portfolio holdings, actual yield as of 4/16 $STUDY

This MS Excel workbook now shows not only the Expected Dividends from the currently held positions across the HYHRD portfolio ($24,898.84/year), but now I have also added in the Equal Weight spreadsheet that shows the dollar amounts invested in each stock ($224,409.77), but this figure is now possibly incorrect because of the migration to sharebuilder (apparently some of the the costs did not migrate from optionsXpress, affecting only the phoenix IRA). 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 11.095257% 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!

The Costco brokerage has no contributions. The AIP is suspended. Dividends and capital gains are reinvested.

The Costco Roth IRA account has no contributions. The AIP is suspended. Dividends and capital gains are reinvested.

The Costco IRA account has no contributions. The AIP is suspended. Dividends and capital gains are reinvested.

The phoenix brokerage has weekly contributions of $600.00. The AIP is ongoing.

The phoenix Roth IRA account has weekly contributions of $125. The AIP is ongoing.

The phoenix IRA account has no contributions. The AIP is suspended. Dividends and capital gains are reinvested.

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: 4/15/14 #sharebuilder update $AI $BX $CEFL $EMES $MORL $NRF $NYMT $STUDY

Presenting the #HYHRD (High Yield High Return Dividend) portfolio #sharebuilder update.

Edits to your Automatic Investment Plan must be complete by 5:00pm (ET) 4/14/2014 in order for the changes to be effective for the 4/15/2014 investment day.

There are changes to the plans this week.


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