Portfolio Update: Catching Up.

I fell behind some, so this post might be a bit longer than usual. There haven't been a lot of changes. The changes just haven't been posted in a timely manner. So here we go.

I temporarily had to stop funding my account, but will recommence doing so shortly. The last of my funds in the account have been used to make the following purchases in order to increase the payout of my dividend schedule.

On May 3rd, I added to my position of AGNC. My reasoning here is that because it pays out at such a high yield with a lower investment, I can leverage that to help fund the purchases of my other positions. The risk is that the market value is dropping because it missed the last quarter expectations. For that reason it might actually be smarter to move the entire position over to either NLY or CIM. But in those two the focus would be on equity growth where as my focus is more on income with the side effect of growth due to planned reinvestment.

On May 8th, I added to my position of ETP. My reasoning here is much the same as AGNC. There may be better options for growth, but growth isn't my first priority, as was mentioned above.

The market has shown that investors are ignoring the "Sell in May and go away..." rhyme and are continuing to invest. But of course, it is only the middle of may. The second half may turn out differently, but only time will tell. That's my opinion. What's yours.

Disclaimer: See bottom of page. http://investorsopinion. blogspot.com

AGNC - American Capital Agency Corp
CIM - Chimera Investment Corp
ETP -Energy Transfer Partners, LP
NLY - Annaly Capital Management, Inc

New Tag Line to End Future Posts!

Starting with the next post, I will have a new tag line. Instead of being so brash at the end, I'm going to be inviting. The new tag line will  be:

"That's is my opinion, what's yours?"

"That's my opinion. What's yours?"


Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

Portfolio Update: Two Transactions

April is half over and I've neglected to mention my activity so far. Shame on me. Now I'm going to rectify that.

On April 4th, I STC my entire position in VZ. I originally had two telephone communication companies in my portfolio. But after much consideration, I no longer saw the need to have two telep-co stocks in my portfolio. I chose to keep T and let go of VZ since T had a slightly better yield.

On April 9th, I BTO more of ETP. My reasons for buying more of this one over any other were that it was approaching it's ex-dividend date  for the second phase payouts, and the yield was the highest of all the  second phase stocks in my portfolio.

Those are my reasons for my actions so far this month. If you would like to question it, please do. But in keeping with my moto, which could be the reason I don't get any activity, that is my opinion, you can take it or leave it.
Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

BTO - bought-to-open/buy-to-open
ETP - Energy Transfer Partners, LP
STC - sold-to-close/sell-to-close
T - AT&T
VZ - Verizon Communications

Portfolio Update: Nothing New

Today I post on the final day of March. Unfortunately there is nothing to report in regards to my portfolio. March was a good month for the stock market, in the US anyway.

The market was so good that all of my limit orders expired because my price was too low for anyone else to accept. I am not discouraged though. I will continue to hold what I have and put in orders at prices I deem acceptable to me. That is my opinion, you can take it or leave it.
Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

Portfolio Update: Position Increased

This post is going to be one of my shorter ones. With the market sell off the day before, I added to my most recently acquired position, BGS. The part I didn't expect was how much BGS would pull back. If I had, I would have put in the order with a lower limit price. I will continue taking advantage of any further sell offs as often as possible. That is my opinion, you can take it or leave it.
Disclaimer: See bottom of page. http://investorsopinion.blogspot.com
BGS - B&G Foods, Inc.

Portfolio Update: First Trade of the Year

The date of this post is the 16th of February, and it has been a while since my last post. About a month and a half. The reason being that I haven't had an order execute this year until yesterday.
Yesterday's order was for BGS. A company with a portfolio of grocery items. I chose this one to add to my portfolio because it has a dividend yield of 3.8% and pays out on the first phase of the quarter. This is particularly good because I only had one other stock that paid out on the first phase of every quarter, AGNC. Other than that, I also collect the monthly distribution from the TLT.
Recently, BGS had a quarter that was below expectations, but I am confident that it is not too serious of an issue. I am actually looking forward to a little more of a short term decline in order to increase my position at lower prices. This lower price will also increase the yield amount for this stock. That is my opinion, you can take it or leave it.
Disclaimer: See bottom of page. http://investorsopinion.blogspot.com
AGNC - American Capital Agency Corp
BGS - B&G Foods, Inc.
TLT - iShares Trust Barclay's 20+ Year

Portfolio Update: Catching up.

So here is the update. In my last post I wrote about rolling my call option on SAND. Since then I have allowed the option to expire worthless. My reasoning being that I lost my faith in it and I want to increase the payouts of my dividend schedule plan further. Because of that I used all further funds in the account to buy more shares in my current positions. But I also sold my position in a low yield stock that I held.

On the 23rd of November, I sold my shares of YUM because I believe the yield is too small for the dividend schedule plan I have for my portfolio. For my plan to work I need bigger payouts. These payouts and the additional funds from the sale of YUM stock will help to accelerate the purchase of more shares of the same stocks I currently hold and a few others I want to add to my portfolio.

On the 27th of November, I bought shares of JNJ. This purchase increased my dividend payout for the third phase of every quarter, which is currently the weaker of the three phases. It also increased my current position of JNJ, a stock I already own.

On the 21st of December, the SAND $15.00 Call option expired worthless. This was a disappointment. I believe the failure is that I bought into it being a cheaper play on gold while gold has been on a three month down trend that has yet to reverse. The hustle over gold might be over since the Mayan Apocalypse didn't happen and there might have been a lot of gold investors who believed in that foolishness.

On the 28th of December, I bought shares of PG. This purchase increased my dividend payout for the second phase of every quarter, the second weakest of the three phases. It also increased my current position of PG, a stock I already own.

The three phases of every quarter are much closer together in strength, now, but maintain their sequential order of strength. My available funds have almost all been depleted as I wait for a scheduled order to be triggered. I will be continuing to fund the account with cash from my day job and monitoring the market for additional investments to add to my portfolio.

That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com


JNJ - Johnson & Johnson
PG - Procter & Gamble Co.
SAND - Sandstorm Gold Ltd.
YUM - Yum! Brands Inc.