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


To: E_K_S who wrote (21744)2/2/2015 11:10:57 AM
From: Steve Felix1 Recommendation

Recommended By
JimisJim

  Read Replies (1) | Respond to of 34328
 
Thanks E_K_S. Most important to me is going over 12k on the IRA side of the ledger. I definitely think of
things in two pieces now / IRA and Expendables. Putting them in separate portfolios allows me to better
look at things. The differences can be amazing as this morning the IRA side is down 2k, while the Expendable
side is up 2k.

MHR was getting me excited there for awhile. When things drop like a rock, I figure someone knows
something I don't. Allowing 700Ds and 200Cs to be $3300 of income is definitely a mistake on my part.
If MHR can get a JV deal, and then bring the pipeline public, maybe they call the Cs and I'm a happy camper.
It does appear making the payments this year is not a problem.

Keeping the high yield individual positions small ones, has kept even cuts like NADL and SDRL to paper cuts.
Annoying, but not life threatening.

If I would have also followed that with the MHR preferreds I could have added at lower prices. Their size
already, kept me away.

"My end game strategy is to eventually consolidate my dividend payers to high quality companies"

Trying to efficiently cut back on the Expendable side, currently 26%+ of total funds, to 20/22% of funds, this
year. Haven't figured it out yet. Maybe wait until mid summer to see if the Cs are called. Or not. lol!