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Strategies & Market Trends : Dividend investing for retirement

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From: LTBH2/20/2014 7:32:30 PM
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For any that might be looking for ideas, I post a partial cut and paste from another site of my current portfolio.

The percentages indicate size of my position and not the yield. More than 50% are MLPs and NMM is a 1099 MLP.

-------------- snip -------------------

Although I still have a bit of plucking and pruning of portfolio to complete my anticipated re-arrangement , the dust has settled enough to post. The following is the consolidated Taxable and Roth account holdings:

10.26% LNCO
08.77% CLMT
08.44% FFC
08.27% GABUX
08.19% PSEC
08.09% BBEP
07.74% VNR
05.51% MEMP
05.25% NMM
03.99% EHI
03.84% FSC
03.79% BGS
03.77% UAN
03.58% AWLCF
02.12% CMRE-B
01.99% EPR-F
01.86% EPR
01.80% CMRE-C
03.26% Cash
00.00% STON
00.00% CLCT
00.00% VGR
00.00% MWE

LNCO position to be trimmed in half to ~ 5.5% when hits 35s with other half to go on block in the 38s-40s; CLMT to be trimmed to ~8% when hits 30s. Closed positions in STON, CLCT, VGR and MWE when they spiked and look to reopen any when have cash and pps drops back down. Would take STON, CLCT and VGR to 4.0% positions, and MWE to full 8%+ position if/when those conditions are met.

Also would add 4% SUI position on dip below $40.

Most positions I have ever held by a lot.

Luck
LTBH
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