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Strategies & Market Trends : Dividend investing for retirement

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Graustus

loilty

To: Steve Felix who wrote (30621)	2/2/2019 1:19:00 PM
From: E_K_S	2 Recommendations Read Replies (1) of 34328

Januray 2019 was one of the best one month gains in years. Your portfolio reflects that so good job to stay invested. Also, noticed your Buys in ALEAF one of the POT socks I have been following. Nice gains in that name too. I started to peel off some gains in MPW and OHI as both of these medical REITs have hit multi year highs. Dividend yields still good at/near 6% but I had some huge capital gains that I felt could go into something else w/ growth. I added to BGS a food distributor w/ their dividend yielding over 7%. Started a position in the ROTH in UNFI at $12.00/share for growth (they supply Whole Foods and represents 30% of their sales). Peeled off 25% of ETR, a position I have held for years in the IRA and now transferred into the ROTH. Thought I could find something that yields more than 4% and have TYG (Energy Infrastructure Fund pays monthly 10.65% yield) and/or CTT a timber REIT yielding 5.9%. Note, I like CTT at $9.00/share or lower to lock in a 6% yield. Long term (5-10 years), timber is necessary to expand the housing stock and CTT just acquired Oregon timber properties through a 1031 exchange for some of their Souther lumber (used for paper pulp and plywood). I typically will go thru the IRA and ROTH once a year and re-balance many of my larger portfolio positions by peeling off a few shares and/or harvesting a few shares in some of my larger capital gainers. I still hold my pretty large position in AMNF (acquired in 2010 at $0.69/share) as they have paid close to a 3% dividend every quarter w/ dividend increases too. Pretty good for a company that just reached a $100mln market cap. When I prune & harvest winners, I try to invest the proceeds to generate a similar portfolio yield but want to plant some seed money in new equity growers too. That's why I liked what I saw in your ALEAF investment. I have done a similar thing w/ NEPT several years ago (adding shares under $1.00/share) and they are now transitioning to be one of the largest POT oil processors (using their fish oil expertise). Stock is a 3 bagger. Sometimes you invest in some duds too and good to just sell and prune out those losses. Good job on keeping the tracking going . I typically just look at (1) portfolio annual dividend yield, (2) monitor individual div yields and first look to reinvest in any of those that are still good but now yielding higher dividend (ie CTT), and (3) do some type of re-balance so I can add some new equity growers and/or new seed money in smaller cap stocks. Good investing EKS

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