Category Archives: dividend portfolio

#HYHRD: Dividends/Holdings 12/22 $NEWT $NHF $NRO $NRZ $NVG $NZF $OIA $OXLC $PCI

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. … Continue reading

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#HYHRD: spreadsheets 12/22 $IFN $IIF $JPC $JPI $KIO $KRP $LDP $LGI $LOAN $LOR $MAIN $MITT

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 12/15 $AGD $ARCC $ARR $AWP $BGH $BST $BXMX $CLM $CRF

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 12/15 $RCKY $RFI $RNP $SAR $SPXX $STK $TPZ $UTF $UTG

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 12/15 $PDI $PDT $PFO $PHK $PHT $PMF $PML $PSF $QQQX $RA

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; AGD, ARCC, ARR, AWP, BGH, BST, BXMX, CLM, CRF, CSQ, DIAX, DNP, ECC, … Continue reading

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#HYHRD: portfolio #review 12/15 $NEWT $NHF $NRO $NRZ $NVG $NZF $OIA $OXLC $PCI

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 12/15 $IFN $IIF $JPC $JPI $KIO $KRP $LDP $LGI $LOAN $LOR $MAIN $MITT

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. … Continue reading

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#HYHRD: spreadsheets 12/15 $CSQ $DIAX $DNP $ECC $FLC $FTF $GAIN $GLOP $GOF $HTD

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: The income phase of The #Plan #UPDATE for December, 2018 – Part II

Howdy, Y’all! I’m Pat Rosenheim, a.k.a. the PandA Trader. I have initiated full account transfers from Merrill Edge to Fidelity and have taken an additional $1,000 withdrawal from our joint account. In addition, I have turned off DRIP for most … Continue reading

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#HYHRD: The income phase of The #Plan #UPDATE for December, 2018

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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