This Watch List Update is now issued weekly, usually on Fridays, and/or the last trading day of the week. This is my compilation from this 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 20% annual return on stock price *and* a minimum 5% dividend yield.
My expectations for the #HYHRD (High Yield High Return Dividend) Preferred Portfolio:
I target a minimum 6% fixed and cumulative dividend yield.
I can’t always hit them, but those are my targets.
Lot’s to do, so let’s get to it.
Last Week’s screening watch Lists;
We are now in the income phase of portfolio management, partially (or totally) withdrawing each month from the available settled cash from earned dividends *only* (leaving all positions and principal untouched, except for trading activity)!
As of now, only stocks in my IRA will be DRIPped. Part (or ALL) of the cash in our accounts will be withdrawn each month on an ‘as needed’ basis. The available withdrawal amounts are shown on the Expected Dividends Part 3 spreadsheet. Preferred shares will NOT be DRIPped.
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 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, and some 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, along with the monthly balances and yearly dividends are now found in the tradelogs workbook.
This post will examine those spreadsheets for all positions held in the accounts (i.e.; positions not held will not appear on the spreadsheets). The only screenshot from that workbook that I will post has all the aggregate information, and that’s 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!”