Monthly Archives: November 2019

#HYHRD: The income phase of The #Plan #UPDATE for December, 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 in our Roth IRA accounts. We are also depositing money weekly … Continue reading

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#HYHRD: November’s #Plan for the foreseeable future $IGV $IHI $IYLD $JLS $LDP

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 for November $HE $HEI $HTD $HYG $IGN

Howdy, Y’all! I’m Pat Rosenheim, a.k.a. the PandA Trader. The spreadsheets for each individual account are now found in the Google docs spreadsheets. Our Fidelity accounts are tracked by this spreadsheet, and my M1Finance portfolio is tracked by this spreadsheet, … Continue reading

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#HYHRD: portfolio activity and performance #review for November $GASX $GOF $GOOG $GOOGL $GUT

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 November $ETX $FLC $FREL $FTF $GAIN

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: The check out my spreadsheets edition for November $DHR $DIAX $DNP $ECC $ELS

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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