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 see if I can even begin to support that statement.
NOTE: THERE HAVE BEEN SOME COMPLAINTS ABOUT THE FREQUENCY OF MY POSTINGS, SO I HAVE CUT DOWN ON THE NUMBER OF POSTINGS AND THE FREQUENCY AS WELL. I HAVE SUBSTANTIALLY CHANGED “MY PLAN” SO I FELT THIS POST WAS WARRANTED. APOLOGIES IN ADVANCE IF IT OFFENDS.
‘Mea culpa, mea culpa, mea maxima culpa…’
I only post for my holdings, but they’re as accurate as I can make them. The symbols are; ABR, AGD, AMT, ARCC, AWP, BFK, BGH, BRG, BSD, BST, BXMX, CBL-D, CLM, CME, CRF, CSQ, DDF, DIAX, DNP, ECC, ELS, ETX, FLC, FREL, FTF, GAIN, GLADN, GOF, GUT, HE, HEI, HEIA, HTD, HYG, IGN, IGV, IHI, IIPR, IYLD, JLS, LDP, LGI, LOR, LTS-A, MAIN, MHD, MMD, MUA, NEWT, NRO, NVG, NYMTP, NXP, NXQ, NXR, NZF, OIA, OXLC, PCI, PCQ, PDI, PDT, PEY, PFO, PHK, PHT, PMF, PML, PNF, PSF, PSJ, PTF, RFI, RNP, RQI, SACH, SUI, TERP, TPZ, UTF, UTG, VPV, & XMMO. Quite a list, eh? (83 total issues held; 16 common stocks, 4 Preferred stocks, 10 ETFs, and 53 CEFs, of which 17 are tax-free muni CEFs.) Most pay monthly! Only ABR, AMT, ARCC, BRG, BXMX, CBL-D, CME, DIAX, ELS, FREL, HE, IGN, IGV, IHI, IIPR, NEWT, NYMTP, PSJ, PTF, SACH, SUI, TERP, & XMMO pay quarterly. HEI & HEIA pay semi-annually, and some ETFs don’t pay at all! (Most of our portfolio is held @ Fidelity, but we also have accounts @ M1Finance.)
I will continue to withdraw funds as needed to augment our income as outlined in my monthly income phase of The #Plan #UPDATE.
I’ll try to outline a bit of the rest of the #Plan each week with updates on my thinking, such as it is…