#HYHRD portfolio 4/4 #sharebuilder update for our Roth accounts $BDCL $CEFL $MORL

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.

Roth-P Investments will soon be calculated automatically on the Roth-P tab in my Google sheets. Check it out! For now I am currently investing equally in 3 ETNs (BDCL, CEFL, MORL) for the SIP. I initiated a partial transfer to Capital One Investing (ShareBuilder) from Fidelity for these 2 accounts around the 1st of March, along with $1,200.00 in cash for each account as “seed money”. My goal is to make both of these accounts self-sufficient as far as weekly investing is concerned and with this account paying over $341 monthly in cash (the rest is DRIPped), I think this is a reasonable goal. I want to add 3 new names to both accounts, and will do so for about 3 months. I will do the same for other names I’d like to add, if any. Otherwise the investments will be skewed among the top performing names in Annualized Returns in order to increase income, as shown on the account tab. I will initiate the final partial transfer of 145 shares of ORC shortly.

Roth-A Investments will soon be calculated automatically on the Roth-A tab in my Google sheets. Check it out! For now I am currently investing equally in 3 ETNs (BDCL, CEFL, MORL) for the SIP. I initiated a partial transfer to Capital One Investing (ShareBuilder) from Fidelity for these 2 accounts around the 1st of March, along with $1,200.00 in cash for each account as “seed money”. My goal is to make both of these accounts self-sufficient as far as weekly investing is concerned and with this account paying over $423 monthly in cash (the rest is DRIPped), I think this is a reasonable goal. I want to add 3 new names to both accounts, and will do so for about 3 months. I will do the same for other names I’d like to add, if any. Otherwise the investments will be skewed among the top performing names in Annualized Returns in order to increase income, as shown on the account tab.

In anticipation of Tax Day on April 18th, I had stopped the DRIP of MOST positions in our accounts to increase our cash positions. I began to re-start DRIP in names that are down more than 10% in each account until they show gains. The idea here is to try to buy at a discount.

Every week I invest an amount shown on each of the Roth account tabs spread out among these 3 ETNs listed in the post title for my Roth.

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

Here are screenshots showing the investments queued on the Capital One Investing (sharebuilder) site;

Roth-P

sharebuilderrothp

Roth-A

sharebuilderrotha

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!

PLEASE TAKE NOTE AND REMEMBER THIS!

I’m not telling anyone to buy anything or giving anyone any advice, because that’s illegal. You see, I have no letters after my name, like RIA, CFA, etc. I SIMPLY DO NOT GIVE ADVICE. I only tell (and show!) what I do. You, like me, are all alone in this.

And remember, always do your own due diligence!

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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