Portfolio

November 2012 portfolio review

A little late for this month’s portfolio review but there has been a lot going on  lately on the personal front.  My apologies. This month there was a lot of changes to the portfolio. I’m mostly in cash now and starting to make a new shopping list. Lets get to the review. I’ll start with the retirement accounts. Most of…

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Stocks

Kinder Morgan reports spectacular Q3 2012 Results

Kinder Morgan kicked off MLP earnings season on October 17 with a very strong report. I’ll briefly discuss the report and then discuss valuation and expected future returns for the Kinder Morgan family of companies. Kinder Morgan’s Q3 2012 earnings were very strong. The full press release is here for KMP, here for KMI, and here for EPB. A few…

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Portfolio

October 2012 portfolio review

Time for the October portfolio review. For last month’s review see here. Not many new changes for October and for the most part unless there are some dramatic events in the market you will rarely see any major changes in my overall portfolio. Let’s start with my equity positions. In general, I’m still finding stocks quite attractive. It’s a sign…

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Portfolio

September 2012 portfolio review

I’ve been thinking about writing an income investing newsletter at some point….but haven’t quite committed to that concept yet. Baby steps, baby steps….so, with that in mind I thought I’d start out with a monthly commentary on the positions I hold or have held throughout the month. Feel free to comments and let me know what you think. For my…

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Portfolio

mREIT valuation & interest rate risk

In today’s hunt for yield mREITs seem to be an increasingly popular choice. The sector offers yields in the range of 13%. With even high yield bonds trading down to yields of ~7% an almost doubling of potential yield is compelling. But have investors chased yield too much and what happens if rates change dramatically? Today I want to do…

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Dividends

Searching for dividends: individual dividend stocks

In my last post I covered the easiest and most obvious way to get exposure to dividend stocks, by investing in dividend ETFs. While dividend ETFs give you one of the biggest benefits of dividend investing, higher returns, they fail to deliver on other key benefits of dividend investing; lower volatility, lower drawdowns, and more consistent dividends. By far the…

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Portfolio

Does timing high yield ETFs work?

In past posts I’ve discussed how a timing system, based on ETFs, works to lower risk, preserve capital, and at worst match long term market returns. This system use commonly available ETFs such as VTI, SPY, IEF, etc… Also, in the past I’ve loosed into whether timing high dividend stocks works in the same manner. I’ve found that the same…

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