Monthly Archives: June 2019

#HYHRD Watch List for July $IHI $IGV $PSJ $DDF $UTG $RQI $UTF $RFI $PML $MUA

Howdy, Y’all! I’m Pat Rosenheim, a.k.a. the PandA Trader. This Watch List Update will be issued monthly, or as warranted. These results focus more on closed end funds and ETFs than other issues. This will also be the focus on … Continue reading

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#HYHRD Three flavors of #DRIP – Market, Discount or (DTC discount-eligible), & DRIP @ #NAV

Howdy, Y’all! I’m Pat Rosenheim, a.k.a. the PandA Trader. The patron reads the relevant entry in the dictionary aloud and, sure enough, finds an explanation. “Panda. Large black-and-white bear-like mammal, native to China. Eats, shoots and leaves.“ Well, now we’re … Continue reading

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#HYHRD: The income phase of The #Plan #UPDATE for June, 2019

Howdy, Y’all! I’m Pat Rosenheim, a.k.a. the PandA Trader. We are in the income phase of portfolio management, partially (or totally) withdrawing each month from the available settled cash. I am changing the way withdrawals are made. First, DRIP will … Continue reading

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#HYHRD: TDM Software 6/29 $OXLC $PCI $PDI $PDT $PFO $PHK $PHT $PMF

Howdy, Y’all! I’m Pat Rosenheim, a.k.a. the PandA Trader. NOTE: This post might be graphic-intensive, so might take a while to load on a mobile device. NOTE: Reconciliation has been completed for all portfolios in TDM, so there should be … Continue reading

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#HYHRD: The #Plan 6/29 $LOR $MAIN $MHD $NEWT $NRO $NVG $NZF $OIA

Howdy, Y’all! 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 … Continue reading

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#HYHRD: Ex-div & pay dates 6/29 $GOF $HTD $HYG $IGN $IHI $IYLD $JLS $JQC $LDP $LGI

Howdy, Y’all! 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; ABR, AGD, ARCC, AWP, BFK, BGH, BSD, BST, BXMX, CSQ, DIAX, DNP, ECC, … Continue reading

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#HYHRD: portfolio #review 6/29 $BXMX $CSQ $DIAX $DNP $ECC $FLC $FREL $FTF $GAIN

Howdy, Y’all! I’m Pat Rosenheim, a.k.a. the PandA Trader. It’s time for the weekly review of positions in the HYHRD (High Yield High Return Dividend) portfolio. The spreadsheets for each individual account are now found in the Google docs spreadsheet. … Continue reading

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#HYHRD: Dividends/Holdings 6/29 $ABR $AGD $ARCC $AWP $BFK $BGH $BSD $BST

Howdy, Y’all! I’m Pat Rosenheim, a.k.a. the PandA Trader. This is the regular posting of the review of “Expected dividends and current holdings” of the #HYHRD portfolio. The spreadsheet for each individual account is now found on my Google sheets.

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#HYHRD: spreadsheets 6/29 $PML $PSF $RFI $RNP $TPZ $UTF $UTG $VPV

Howdy, Y’all! I’m Pat Rosenheim, a.k.a. the PandA Trader. I use Google spreadsheets for my holdings and to record dividends. They are as up-to-date as I can manage, but will lag by a day or so due to delays in … Continue reading

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#HYHRD: TDM Software 6/22 $LOR $MAIN $MHD $NEWT $NRO $NVG $NZF $OIA

Howdy, Y’all! I’m Pat Rosenheim, a.k.a. the PandA Trader. NOTE: This post might be graphic-intensive, so might take a while to load on a mobile device. NOTE: Reconciliation has been completed for all portfolios in TDM, so there should be … Continue reading

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