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

I only post for my holdings, but they’re as accurate as I can make them. The symbols are; ACSF, AGD, ARCC, ARR, AWP, BDCL, BDJ, BFK, BGH, BKN, BTA, BXMX, CEFL, CLM, CRF, CSQ, CXE, DFP, DHF, DHY, DIAX, EAD, ECC, EVN, FFC, FHY, FIF, FLC, FPF, GAIN, GLAD, GOF, GUT, HIX, HPF, HPI, HPS, HYB, IVH, JPC, JPI, JPS, KIO, LDP, LEO, MAIN, MAV, MFM, MHI, MITT, MORL, NAD, NEWT, NHF, NRO, NRZ, NVG, NZF, OAKS, OIA, ORC, OXLC, PDT, PFD, PFO, PHK, PHT, PMF, PML, PMM, PMX, PSEC, PSF, QQQX, RA, REML, RFI, RNP, RQI, SAR, SCM, SPXX, STK, TICC, TLI, TPZ, TWO, & UTF. Quite a list, eh? (88 total issues held; 16 common stocks, 4 ETNs, and 68 CEFs, of which 17 are tax-free muni CEFs.) Most pay monthly! Only ARCC, BDCL, BXMX, DIAX, MITT, NEWT, NRZ, OXLC, QQQX, SAR, SPXX, STK, TICC, & TWO pay quarterly.

The above has changed as of today.

There are 4 Tuesdays remaining in August, and those are Capital One Investing’s “Investment Days” for their AIP (Automated Investment Plan). I have already invested in my then current holdings on August 1st, the 1st Tuesday (August has 5 Tuesdays).

I have extra cash sitting in our Roth IRA accounts, and wanted to put it to use…

So, this is what I am doing with my “plan within a plan”;

I invest in some holdings that weren’t allowed in Capital One Investing’s AIP (Automated Investment Plan). I used Robinhood for that, and it’s been working wonderfully! I transfer $94.00 a week to Robinhood and have made investments so far in CLM, CRF, IVH, KIO, OXLC, RA, & REML. Technically, CLM & CRF were allowed in Capital One Investing’s AIP (Automated Investment Plan). Now, I say weren’t because that changed yesterday afternoon.

I sent an email a while ago to Capital One Investing, asking if those symbols could be allowed in the Automated Investment Plan. I heard back yesterday afternoon, affirming that they are now allowed.

So, seeing as how I have this “extra” cash sitting in our Roth IRA accounts, and also seeing how this recent development opened up new opportunities for me, I decided I’d make 4 weekly investments in each Roth IRA account. I am investing $100 in each of AGD & AWP, and $50 in each of BXMX, DIAX, IVH, KIO, OXLC, QQQX, RA, REML, & SPXX. So, that’s 6 new CEFs for the portfolio, and 5 existing portfolio holdings added. I will also invest the same amount next week, and then I will remove AGD & AWP for the last 2 weekly investments.

Whether I find something to take the place of AGD & AWP for those last 2 weeks remains to be seen.

I think $1,300 per week for the 2nd & 3rd Tuesday, and then $900 per week for 4th & 5th Tuesday should sufficiently deplete our cash supply so I can return to the “regular” monthly investments on September 5th.

Oh, and I sold 50 shares of BDJ in my Roth IRA yesterday, so that added a little more to the cash pile.


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


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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