I invest in 6 closed end funds (listed in post title) as found on cefconnect.com, selecting only “high yield 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, or I want to own something before it goes ex-dividend.
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) as well as the dates for the remaining CEFs, 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 spreadsheet for each individual account, along with the monthly balances and yearly dividends are now found in the tradelogs workbook. However, only the tradelogs page with all the aggregate information is posted. The individual account pages, etc., are not posted (to save time and space).
These posts examine upcoming dividends and current holdings.
For the most part, I have discontinued using the MS Excel spreadsheets except to record purchases and sales, as well as dividends. I am now using Google spreadsheets for my holdings. They are as up-to-date as I can manage, but will lag by a day or so due to delays in the reporting from the brokerages. The prices should update close to real-time, however, with a possible slight delay (~20 minutes) from Google.