I invest in 6 closed end funds as found on cefconnect.com, selecting only “tax-free” issues for this taxable account. The selection will not vary much, if at all.
UPDATE: May 21st, 2016 I decided to make the ‘sharebuilder’ investments twice each month again, usually on the 2nd & 4th Tuesday unless a Holiday disrupts the plan.
I am now screening for and investing in Preferred Securities (Symbols are different almost everywhere you look, but the underlying and the description(s) should help you figure out which one(s) might warrant some further DD on the platform of your choice).
Following is a screenshot of our preferred holdings (in our Roth IRAs only) and the updated activity list (buys/sells) of preferred shares for the #HYHRD portfolio, and/or with dividends recently declared or paid;
These are the upcoming expected dividend pay dates and amount(s) expected from each stock.
These amounts are a compilation from all of our accounts, so some is taxable, some is tax-deferred, but most is tax-free. If you check out my Expected dividend spreadsheets you can see how it all breaks down, or you could just read my posts and look at the screenshots (ooooh, pretty pictures!).
Speaking of pretty pictures, here’s the most recent and pertinent dates spreadsheet (from my Expected Dividends workbook), and following that is the new! graph of monthly dividends since inception as found on my Dividends Received page on my blog;
It’s time for the weekly review of positions in the HYHRD (High Yield High Return Dividend) portfolio.
The spreadsheet for each individual account are now found in the Google docs spreadsheet.
This post examines the spreadsheet for all positions sold in the accounts. The only screenshot from the MS Excel workbook that I will post has all the aggregate information (the tradelogs spreadsheet).
I will also post screenshots (see below) from the Thomas Dividend Manager program (link below in the weekly update) for each account in our portfolio.
Not currently tracked or reported is my wife’s TSA, except for quarterly updates on the 2016 Balances sheet.
“Smithers, release the hounds!”
This is the regular posting of the review of “Expected dividends and current holdings” of the #HYHRD portfolio.
The title reflects expected dividends for next week.
The spreadsheet for each individual account, along with the monthly balances and yearly dividends are now found in the trade logs workbook. However, only the trade logs page with all the aggregate information is posted. The individual account pages, etc., are not posted (to save time and space).
This post will examine upcoming dividends and current holdings.