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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (509)	12/2/2021 12:34:56 PM
From: chowder	3 Recommendations Recommended By Menominee peterad rnsmth Read Replies (1) \| Respond to of 21736

Re: Old Folk Portfolio ... Today's Buys. I added to both CM and TD today in this portfolio. As the Canadian banks announce their double digit dividend increase, I add to each one. Any time a company we own announces a double digit increase I usually add more shares. TD Bank (NYSE: TD) declares CAD 0.89/share quarterly dividend, 12.7% increase from prior dividend of CAD 0.79. Forward yield 3.87% Jan. 31; for shareholders of record Jan. 10; ex-div Jan. 7. ---------------------------- Canadian Imperial Bank (NYSE: CM) declares CAD 1.61/share quarterly dividend, 10.3% increase from prior dividend of CAD 1.46. Forward yield 4.56% Payable Jan. 28; for shareholders of record Dec. 29; ex-div Dec. 28. See CM's dividend grades vs. peers TD, RY, BNS and BMO:

To: chowder who wrote (509)	1/2/2022 10:00:38 AM
From: chowder	3 Recommendations Recommended By AlexD lizardK Tam3262 Read Replies (3) \| Respond to of 21736

RE: OLDER FOLK PORTFOLIO ... UPDATE .. DECEMBER 31, 2021. Portfolio Objective for 2021: Reach $250,000 in annual dividends. Portfolio Balance: $6,492,249,28 Forward 12 months income: $279,509 Portfolio yield: 4.34 Dividend Growth 5 Years: 3.4% Holdings: 99 Beta: 0.60 INCOME GROWTH 2017 - $91,556.12 2018 - $132,548.54 2019 - $174,588.90 2020 - $213,374.56 2021 - $225,174.16 thru November. (Waiting on December numbers) HOLDINGS: ($65,000 equals a Full Position) Company --- Position Size --- Yield AbbVie (ABBV) .................... $228,284 ... 4.17% NextEra Energy (NEE) ........ $210,060 ... 1.65% Realty Income (O) ............... $204,256 ... 4.13% Southern Company (SO) .... $202,278 ... 3.85% Johnson & Johnson (JNJ) ... $182,365 ... 2.80% Procter & Gamble (PG) ....... $169,163 ... 2.13% Reaves Utility (UTG) ........... $163,918 ... 6.49% (CEF) W. P. Carey (WPC) ............. $161,967 ... 5.14% DNP Select Income (DNP) . $152,658 ... 7.18% (CEF) Xcel Energy (XEL) .............. $152,257 ... 2.70% Sempra (SRE) .................... $150,667 ... 3.33% Duke Energy (DUK) ........... $145,584 ... 3.76% Home Depot (HD) .............. $144,838 ... 1.59% Kimberly-Clark (KMB) ........ $143,916 ... 3.19% PepsiCo (PEP) .................. $139,357 .... 2.48% Toronto-Dominion (TD) ..... $133,338 .... 3.62% WEC Energy (WEC) ......... $126,870 .... 3.00% Coca-Cola (KO) ................ $126,226 .... 2.84% PIMCO Corporate (PTY) ... $125,539 ... 8.62% (CEF) Genuine Parts (GPC) ........ $125,003 ... 2.33% Verizon (VZ) ...................... $102,829 ... 4.93% Bank of Montreal (BMO) ... $102,119 ... 3.85% Cohen & Steers REIT (RNP) ..... $98,453 ... 5.70% (CEF) Target (TGT) .............................. $91,882 ... 1.56% Altria (MO) ................................. $88,761 ... 7.60% Abbott Laboratories (ABT) ........ $86,133 ... 1.34% American Water Works (AWK) .. $86,120 ... 1.28% Prudential (PRU) ....................... $81,938 ... 4.25% General Mills (GIS) .................... $81,358 ... 3.03% Lockheed-Martin (LMT) ............. $80,323 ... 3.15% Amgen (AMGN) ......................... $78,290 ... 3.45% Unilever (UL) ............................. $72,563 ... 3.74% Brookfield Infrastructure (BIPC) . $71,673 .. 2.99% AllianzGI Diversified (ACV) ....... $70,015 ... 6.70% (CEF) Alliant Energy (LNT) ................. $68,846 ... 2.62% American Electric (AEP) ........... $68,418 ... 3.51% Virtus AllianzGI AI (AIO) ........... $68,247 ... 7.26% (CEF) Broadcom (AVGO) .............................. $63,214 ... 2.46% Calamos Strategic (CSQ) ................... $61,053 ... 6.38% (CEF) Cohen & Steers Infrastructure (UTF) .. $60,078 ... 6.53% (CEF) Clorox (CLX) ....................................... $58,062 ... 2.66% Eaton Vance Tax-Advantage (ETO) .... $57,575 ... 6.61% (CEF) BlackRock Science II (BSTZ) ............. $56,813 ... 5.92% (CEF) BlackRock Science (BST) .................. $55,966 ... 6.00% (CEF) Crown Castle (CCI) ............................ $55,525 ... 2.82% All-Star Liberty (ASG) ........................ $54,027 ... 8.00% (CEF) Texas Instruments (TXN) ................... $52,206 ... 2.44% Tekla Healthcare (THQ) ..................... $50,818 ... 5.27% (CEF) Royal Canadian (RY) ......................... $49,674 ... 3.54% John Hancock Tax -Advantage (HTD) $48,821 ... 6.33% (CEF) Canadian Imperial (CM) .................... $48,256 ... 4.31% Pimco Dynamic Income (PDO) ......... $46,866 ... 7.26% (CEF) Cohen & Steers Qual. Income (RQI) . $45,550 ... 5.27% (CEF) Algonquin Power (AQN) .................... $43,856 ... 4.72% Leggett & Platt (LEG) ........................ $43,506 ... 4.08% BlackRock Health Science (BMEZ) .. $40,246 ... 6.86% (CEF) Duff & Phelps Utility (DPG) .............. $39,870 ... 9.70% (CEF) Telus (TU) ........................................ $35,826 ... 4.46% Calamos Dynamic (CCD) ................ $34,891 ... 7.43% (CEF) Special Opportunities (SPE) ............ $34,484 ... 8.35% (CEF) BlackRock Health (BME) ................. $31,574 ... 5.27% (CEF) Eagle Point Credit (ECC) ................ $31,276 ... 10.29% (CEF) Eaton Vance Tax-Advantage (EXD) $31,075 ... 6.95% (CEF) Ares Dynamic Credit (ARDC) ......... $30,570 ... 7.16% (CEF) Eaton Vance Short Duration (EVG) .. $29,061 ... 9.82% (CEF) Calamos Global Dynamic (CHW) ..... $25,424 ... 8.43% (CEF) John Hancock Financial (BTO) ......... $24,134 ... 4.72% (CEF) Guggenheim Strategic (GOF) ........... $23,853 ... 11.93% (CEF) Union Pacific (UNP) .......................... $23,681 ... 1.87% Old Republic (ORI) ........................... $23,671 ... 3.58% J.M. Smucker (SJM) ......................... $23,497 ... 2.92% Enbridge (ENB) ................................ $23,214 ... 6.90% Eagle Point Income (EIC) ................. $22,837 ... 8.46% (CEF) Delaware Investment (DDF) ............. $21,704 ... 9.25% (CEF) BlackRock (BLK) .............................. $21,058 ... 1.80% Eaton Vance Tax-Advantage (ETW) . $20,276 ... 7.80% (CEF) Gabelli Healthcare (GRX) ................. $20,165 ... 4.42% (CEF) Global X NASDAQ 100 (QYLD) ....... $19,771 ... 12.85% (ETF) Flaherty & Cumrine Total Rtn. (FLC) $19.417 ... 6.74% (CEF) Brookfield Renewable (BEP) ............ $18,503 ... 3.39% Tortoise Energy Infrastructure (TYG) $18,371 ... 6.45% (CEF) Flaherty & Crumrine Preferred (FFC) $18,180 ... 6.85% (CEF) Air Products (APD) ........................... $15,517 ... 1.97% BlackRock Enhanced (CII) ............... $15,462 ... 5.40% (CEF) BlckRock Core Bond (BHK) ............. $15,239 ... 5.42% (CEF) Eaton Vance Municipal (EIM) ........... $12,982 ... 4.38% (CEF) Gabelli Dividend & Income (GDV) .... $12,258 ... 4.89% (CEF) Eaton Vance Municipal (EVN) .......... $11,001 ... 4.14% (CEF) AllianceBerstein Municipal (AFB) ..... $10,856 ... 4.32% (CEF) General Dynamics (GD) ................... $10,840 ... 2.28% Federated Hermes Municipal (FMN) $10,641 ... 4.31% (CEF) Voya Global Advantage (IGA) .......... $10,349 ... 7.60% (CEF) Eaton Vance Tax-Managed (ETY) .... $10,264 ... 7.41% (CEF) Eaton Vance Enhanced (EOI) .......... $10,241 ... 6.52% (CEF) Cummins (CMI) ................................ $10,146 ... 2.66% Eaton Vance Enhanced (EOS) ......... $10,082 ... 6.70% (CEF) Eaton Vance Tax-Managed (ETV) .... $10,044 ... 7.94% (CEF) DWS Municipal (KTF) ....................... $9,858 ..... 4.06% (CEF) Eaton Vance Municipal (ETX) ........... $7,504 ..... 3.96% (CEF) ================== TOP 10 INCOME PRODUCERS: (% of portfolio income) DNP - 3.9% PTY - 3.9% UTG - 3.8% ABBV - 3.4% O - 3.0% WPC - 3.0% SO - 2.8% MO - 2.4% RNP - 2.0% DUK - 2.0% ----------------- DECEMBER HIGHLIGHTS: DDF raised distribution 40% over last 12 months (it's a variable distribution so it fluctuates during the year) QYLD raised dividend 10% over the last 12 months (it's a variable dividend so it fluctuates during the year) BMO raised the dividend 25% AIO raised distribution 20% AVGO raised the dividend 14% TD raised the dividend 13% UNP raised the dividend 10% (second double digit raise this year) AMGN raised the dividend 10% RNP raised distribution 9.7% ACV raised distribution 7.8% WEC raised the dividend 7.4% ABT raised the dividend 4.4% ENB raised the dividend 3% WPC raised the dividend 0.3% (4th raise this year) O raised dividend 0.2% (4th raise this year)