I’m Pat Rosenheim, a.k.a. the PandA Trader.
So, I decided I should probably post about my #PLAN for the foreseeable future. A lot of people ask about my investment theses, so that seems to justify this post. Let’s see if I can even begin to support that statement.
NOTE: THERE HAVE BEEN SOME COMPLAINTS ABOUT THE FREQUENCY OF MY POSTINGS, SO I HAVE CUT DOWN ON THE NUMBER OF POSTINGS AND THE FREQUENCY AS WELL. I HAVE SUBSTANTIALLY CHANGED “MY PLAN” SO I FELT THIS POST WAS WARRANTED. APOLOGIES IN ADVANCE IF IT OFFENDS.
‘Mea culpa, mea culpa, mea maxima culpa…’
The spreadsheets for each individual account are now found in the Google docs spreadsheets. Our Fidelity accounts are tracked by this spreadsheet, and my M1Finance portfolio is tracked by this spreadsheet, and our M1Finance Joint portfolio is tracked by this spreadsheet.
I only post for my holdings, but they’re as accurate as I can make them. The symbols are; AAPL, ABR, AGD, AMT, AMZN, ARCC, ARR-B, AWP, AWR, BFK, BGH, BRG, BSD, BST, BXMX, CBL-D, CHE, CLM, CME, CRF, CSQ, DDF, DHR, DIAX, DNP, ECC, ELS, ETX, FLC, FREL, FTF, GAIN, GASX, GOF, GOOG, GOOGL, GUT, HE, HEI, HEIA, HTD, HYG, IGN, IGV, IHI, IYLD, JLS, LDP, LGI, LOR, LTS-A, MAIN, MHD, MMD, MSFT, MUA, NEWT, NRO, NVG, NXP, NXQ, NXR, NYMTN, NYMTP, NZF, OIA, OXLC, PCI, PCQ, PDI, PDT, PEY, PFO, PHK, PHT, PMF, PML, PNF, PSF, PSJ, PTF, REML, RFI, RNP, ROP, RQI, SACH, SOXL, SUI, TERP, TPZ, USLV, UTF, UTG, VPV, & XMMO. Quite a list, eh? (96 total issues held; 29 common stocks, 5 Preferred stocks, 12 ETFs, 2 ETNs, and 48 CEFs, of which 17 are tax-free muni CEFs.) Most pay monthly! Only ABR, AMT, ARCC, BRG, BXMX, CBL-D, CME, DIAX, ELS, FREL, HE, IGN, IGV, IHI, NEWT, NYMTN, NYMTP, PSJ, PTF, SACH, SUI, TERP, & XMMO pay quarterly. HEI & HEIA pay semi-annually, and some stocks & ETFs don’t pay at all! (Most of our portfolio is held @ Fidelity, but we also have accounts @ M1Finance.)
I will continue to withdraw funds as needed to augment our income as outlined in my monthly income phase of The #Plan #UPDATE.
I’ll try to outline a bit of the rest of the #Plan each week with updates on my thinking, such as it is…