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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Steve Felix who wrote (12552)9/3/2012 2:47:04 PM
From: E_K_S  Read Replies (3) | Respond to of 34328
 
Hi Felix

Good job on growing the portfolio. I noticed that BOX is getting close to an all time high. You have much more than I (you may be over weighted there) but I was looking to peel off a few shares and put it into COP.

COP has been one of my best performers and now with a 5.5% dividend, it is one of the highest dividend payers too. They have a lot less debt than BOX and like CVX and XOM, COP should deliver excellent growth too.

Not sure if you thought about that but I have been looking to buy COP for the IRA. I have it in the taxable account and have even held the shares of PSX that were spun off (that has performed quite well too).

Your largest position is "O". Wow almost 4x larger than any other. I want that one too, so it's high on my buy list.

What's you strategy on balancing the portfolio? "O" represent 15% of your portfolio, over my max 10% threshold. I really like to maintain no more than 7% in any one security.

Otherwise excellent job. A solid 6.2% yield across the portfolio when the FED has kept rates at 0.00.

You might even consider one or two small growth kickers like MHR and/or AUNFF (a silver mine) and/or CPPMF (a copper mine) neither pay dividends but have an excellent chance to be multibaggers. The other attribute these small companies have are "real" tangible assets. If there is high inflation, all of these will run higher. "O" also owns real assets (ie real estate) but uses more leverage. That's why I like REITs because they should do well in an inflationary environment. To boot, you get excellent dividend income.

EKS



To: Steve Felix who wrote (12552)9/11/2012 7:25:12 AM
From: Bocor  Read Replies (1) | Respond to of 34328
 
El Paso Pipeline Partners LP (EPB) has commenced an offering of 7.1 million units representing limited partner interests. The limited partnership had 207.6 million common units outstanding as of July 26. Shares were off 4.2% to $34 after hours



To: Steve Felix who wrote (12552)9/11/2012 7:32:53 AM
From: Bocor  Respond to of 34328
 
Prospect Capital....PSEC...CFO doubles up his ownership!

Washington Service
4:02 PM Eastern Daylight Time Sep 10, 2012 
OSWALD BRIAN H Chief Financial Officer of PROSPECT CAPITAL CORP [PSEC] filed a    
Form 4 on September 10, 2012 with the Securities and Exchange Commission    
disclosing the following changes in ownership:       
Date           Transaction   Shares   Price     Value    9/6/12-9/7/12    
Purchase      23,500  $11.69  $274,722       Ending Holdings: 50,500 - Direct



To: Steve Felix who wrote (12552)9/30/2012 11:51:56 AM
From: Steve Felix1 Recommendation  Read Replies (1) | Respond to of 34328
 
Monthly update

Raised my income 2%, but the market took me to the wood shed. Just not used to that.

Investment, Current Value, Prior Value, PeriodChange, %Change, Estimated Income. Estimated Yield
August Totals $260,185.52 $256,355.42..... $3,830.10.. 1.5%.... $16,064.70............. 6.2%
Sept. Totals $259,780.56... $260,185.52.... ($404.96)..... (0.2)% $16,388.22............. 6.3%

Since Jan. 1, 2012:

My IRA $228,536 to $259,780 = +13.7%
Dow 12,128 to 13,437 = +10.8%
S+P 500 1258 to 1441 = +14.5%
Nasdaq 2605 to 3116 = +19.6%

Since inception Jan. 1, 2010:

My IRA $178,517 to $259,780 = +45.5%
Dow 10428 to 13,437 = +32.9% (includes total 4.9% yield for 2010+11 )
S+P 500 1115 to 1441 = +33% (includes total 3.78% yield for 2010+11 )
Nasdaq 2269 to 3116 = +38.9% (includes total 1.6% yield for 2010+11 )

Bottom line, estimated income:

End Jan. 2010 $11,134
End Dec. 2010 $13,160
End Dec 2011 $14,836
End Aug 2012 $16,064
End Sept. 2012 $16,388

Sept. dividends: $1,152

Actual dividends received:
2012 total: $11,763
2011 total $14,160
2010 total $12,317

Trades:
09/21/2012 15:24:11 Bought 50 COP @ 57.19

-2,869.45 ---



09/20/2012 15:47:54 Bought 50 CQP @ 24.01

-1,210.45 ---



09/20/2012 15:12:27 Bought 200 MHR PRD @ 44.3475

-8,879.45 ---



09/20/2012 15:11:19 Sold 1500 EGAS @ 9.9501

14,914.86 ---



09/11/2012 13:54:01 Bought 55 CDR PRB @ 23.9099

-1,324.99 ---

2012 trading costs $210.































  1. 72


  1. 4,936.32


  1. 2.04


  1. 2.97










  1. 200


  1. 1,944.00


  1. 1.04


  1. 10.69










  1. 550


  1. 10,312.50


  1. 1.16


  1. 6.18










  1. 55


  1. 1,333.75


  1. 1.81


  1. 7.46










  1. 124


  1. 3,968.00


  1. 2.36


  1. 7.37










  1. 50


  1. 2,859.00


  1. 2.64


  1. 4.61










  1. 900


  1. 7,353.00


  1. 0.93


  1. 11.38










  1. 150


  1. 3,430.50


  1. 1.70


  1. 7.43










  1. 100


  1. 5,294.00


  1. 2.11


  1. 3.98










  1. 300


  1. 11,166.00


  1. 2.20


  1. 5.91










  1. 300


  1. 7,896.00


  1. 0.90


  1. 3.41










  1. 110


  1. 2,464.00


  1. 2.50


  1. 11.16










  1. 100


  1. 1,985.00


  1. 2.16


  1. 10.88










  1. 158


  1. 1,739.58


  1. 0.96


  1. 8.71










  1. 173


  1. 11,921.43


  1. 2.44


  1. 3.54










  1. 100


  1. 1,888.00


  1. 1.90


  1. 10.06










  1. 300


  1. 9,555.00


  1. 1.86


  1. 5.83










  1. 400


  1. 1,844.00


  1. 0.56


  1. 12.14










  1. 400


  1. 17,728.00


  1. 4.00


  1. 9.02










  1. 200


  1. 6,678.00


  1. 1.76


  1. 5.27










  1. 1300


  1. 13,585.00


  1. 0.80


  1. 7.65










  1. 773


  1. 4,916.28


  1. 0.64


  1. 10.06








  1. 75


  1. 1,302.75


  1. 1.68


  1. 9.67










  1. 1000


  1. 40,890.00


  1. 1.82


  1. 4.45










  1. 44


  1. 3,113.88


  1. 2.15


  1. 3.03










  1. 63


  1. 4,369.68


  1. 2.25


  1. 3.24










  1. 300


  1. 8,715.00


  1. 1.44


  1. 4.95










  1. 100


  1. 2,564.00


  1. 2.01


  1. 7.83










  1. 800


  1. 9,216.00


  1. 1.22


  1. 10.59










  1. 200


  1. 3,144.00


  1. 1.56


  1. 9.92










  1. 1000


  1. 4,320.00


  1. 0.31


  1. 7.17








  1. 400


  1. 8,712.00


  1. 1.52


  1. 6.97








  1. 300


  1. 2,625.00


  1. 0.90


  1. 10.28








  1. 100


  1. 4,515.00


  1. 3.12


  1. 6.91








  1. 300


  1. 3,120.00


  1. 1.16


  1. 11.15








  1. 300


  1. 13,650.00


  1. 1.76


  1. 3.86








  1. 178


  1. 2,953.02


  1. 1.60


  1. 9.64








  1. 272


  1. 8,725.76








  1. 4.42





To: Steve Felix who wrote (12552)10/10/2012 7:09:31 AM
From: Bocor  Respond to of 34328
 
Senior Housing Properties Trust ( SNH) declares $0.39/share quarterly dividend, 2.63% increase from prior dividend of $0.38. Forward yield 7.12%. For shareholders of record Oct 22.


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