Tuesday, May 3, 2011

Dividend Portfolio Update: May

At the start of each month I update my Dividend Income Portfolio highlighting the following: 

     * Current holdings 
     * Each holding's current yield 
     * Each holding's respective % of my portfolio
     * Each holding's % of my total income 
     * 2011 Total Annualized Income 
     * Morningstar's Average Star Rating of my portfolio
                  
See an updated list here for the month of May, or click on the 'Portfolio' Tab above.

I initiated two new positions this month, so be sure to see my new holdings and let me know whether you agree or disagree with my decisions..

On Thursday I will post my Portfolio ‘Progress Update’ showing in detail my income received as well as the purchases/sales I made for the month of April. 

Be sure to check back to see the latest for my dividend income portfolio's progress.

That’s all for now.  Thanks for reading,

DivPartisan

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6 comments:

  1. Partisan,

    Good stuff and keep up the great work. That's a risky play with ANH, keep me updated on that one! Gotta love that yield though.

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  2. Mantra,

    Yea, we'll see how ANH plays out. So far it has been good though. :)

    I may even get a little more "risky" and add a whole new piece to my investment strategy... believe it or not, I am considering the idea of day trading a bit. I have a post written about it that I'll publish here shortly. Thanks again,

    DP

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  3. Very cool. I'm going to have to look at Paychex after seeing it in your list. That's a business I can see growing in the near future, and the dividend looks good!

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  4. JT McGee,

    I love PAYX and was fortunate enough to get in at $28. Some people are worried about the higher payout ratio and the fact that it hasn't increased its dividend in awhile, but for it to be able to sustain a 4% yield even through the recession without cutting it, it will be fine. I expect them to raise it sometime within a year. Keep in touch,

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  5. I currently do a margin play with ANH, AGNC and NLY. Margin rate is 7.5%, those stocks are paying upwards of 13% dividend. I then take the profit and actually buy the stock, adding to the total amount I get back each quarter.

    I've been doing it for over two years now and so far it's been working, capital appreciation has been pretty close to a wash so far with the quarterly dollar cost average, but I'm making 8% or so by doing nothing on the dividend side.


    -Chris

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  6. I usually don't comment on blogs but this blog inspired me to make one compliment as I know it's not enough for the meaningful context in your writing as one could understand it easily. Thanks for sharing.

    ReplyDelete