Monthly Archives: July 2019

#HYHRD Watch List for July 28th $AEE $DTE $HE $HEI $PSJ $PTF $RNP $RQI

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: The income phase of The #Plan #UPDATE for July, 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 Dividend & Investment Tracking Software 7/27 $FLC $FREL $FTF $GAIN $GOF

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 for the foreseeable future 7/27 $CSQ $DDF $DIAX $DNP $ECC

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: Recent & Upcoming Ex-dividend & payment dates 7/27 $BFK $BGH $BSD $BST $BXMX

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, DDF, DIAX, DNP, … Continue reading

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#HYHRD: portfolio activity and performance #review 7/27 $XMMO $ABR $AGD $ARCC $AWP

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

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#HYHRD: Expected Dividends and Current Holdings dates review for 7/27 $SACH $TPZ $UTF $UTG $VPV

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 dates review” of the #HYHRD portfolio. The spreadsheet for each individual account is now found on my … Continue reading

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#HYHRD: check out my spreadsheets edition for 7/27 $PSJ $PTF $RFI $RNP $RQI

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 Watch List for July 21st $CVI $DDF $GUT $HTD $MUA $OUT $PML $PSJ $PTF $SACH $TERP $UTF

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: TDM Dividend & Investment Tracking Software 7/20 $PHK $PHT $PMF $PML $PSF

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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