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Strategies & Market Trends : Value Investing
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From: Grommit1/1/2016 11:26:53 AM
  Read Replies (3) of 78748
 
2015 results. Pleased to be 8% this year. Still invested in safe dividend stocks. No MLPs, no energy E&P. Pretty safe / wimpy stuff here:

Pref stock 31%
Reit 49%
Utility 6%
Other 10%
Cash 4%

present div yield 5.2%

Significant adds during the year: MPW, OHI, SPWR, SE
Stock lost (or will be lost) due to buy outs / mergers: AEC, IRC, GAS.

Largest holdings:
Super sized MAA VER-F DLR-G PEB-C
Large SPWR IRC ADC MPW OHI DOC INN-C
Regular STAG BDN NEE INN BRX VTR
Smaller SE SBRA DLR UNP HXL ATO SO SBRAP GAS VER

My objective is not to beat an index. Just to earn dividends and get some normal price appreciation.
Since record keeping began:

me NYSE
2015 7.9% -6.4%
2014 22.3% 4.2%
2013 4.1% 23.2%
2012 22.1% 12.9%
2011 7.0% 6.1%
2010 29.0% 10.8%
2009 111.5% 24.8%
2008 -50.7% -40.9%
2007 14.8% 6.6%
2006 17.5% 17.9%
2005 29.0% 6.9%
2004 24.1% 12.2%


simple ave 19.9% 6.5%

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