#HYHRD portfolio #sharebuilder update for 2/28 $MAV $MHI $NMZ

Hi,

patrosenheim

I’m Pat Rosenheim, a.k.a. the PandA Trader.

Hey, things change…

…and could change again, up until 5PM on the day orders are created (usually Mondays). I will try to update this post by 4:30PM on that day if I decide to change anything.

Investments are calculated automatically on the Cash tab in my Google sheets. Check it out! I look for % change since purchase, and pick the bottom 3 in the portfolio for investments (that are eligible for the AIP).

This account was going to only hold tax-free muni CEFs, and DRIP. Now however, tax status is very uncertain, so I am opening this account up to all holdings (that are eligible for the sharebuilder AIP).

In anticipation of Tax Day on April 18th, I have stopped the DRIP of ALL positions in our accounts to increase our cash positions.

Every week I invest a small amount (~$120.00), pro-rated among the 3 closed end funds listed in the post title as found in our portfolio.

I decided to make the ‘sharebuilder’ investments weekly, usually every Tuesday.

Here is a screenshot showing the investments queued on the Capital One Investing (sharebuilder) site;

sharebuilder

The dates spreadsheet showing the ex-dividend and payment dates for these holdings can be found in my google sheets. I also try to keep the calendar on my blog updated.

Stay tuned!

As always, YMMV!

panda_wildePat Rosenheim
(PandA Trader)
High Yield, High Return Dividend
Portfolio
pat@patrosenheim.com
http://www.HYHRD.com
pandawalk

About PandA Trader

I am, I think... "Disobedience, in the eyes of anyone who has read history, is man's original virtue. It is through disobedience and rebellion that progress has been made." -- Oscar Wilde
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