TheMoneyMadam will be on vacation through mid January, 2017.   May the new year bring health, wealth, and happiness for all of us.  M*

Measuring 2016 and moving onto 2017

This week I will be closing out my 2016 Portfolio.  One call continues to work until February 2017.  Once that call either expires or is exercised, the 2016 will be terminated.  It was an interesting experience; a bit of a departure from my 2011-2015 Model Portfolios.




During this time of year, I tweak the blog and decide how to invest in 2017.  I will continue to monitor the five annual Model Portfolios.  And I will report on the analyses I perform on these stocks.

About mid  January I will describe my 2017 investing strategy.  Stay tuned and take time to look at your own investments.  Measure your results and write down you future income investing goals.

Good income investing.

M* MoneyMadam

INTC An interesting call on INTC

When the market is up, even on big volume, covered calls do not always deliver big premiums.  Covered calls premiums are one of the three main sources of investment income for retirees.  Today, I found one call that I like.

Intel symbol INTC

Here is an interesting call on INTC today that if called away will deliver a nearly 10% return and if you get stuck with INTC you will be paid a very nice 2.9% dividend while you wait for the next leg up or the next call opportunity.

Note that I am using February 3, for the next dividend.  This is approximate as INTC has not yet declared their next dividend.  Moreover, I would expect them to increase the dividend from $.26 as they have held steady for four quarters.




M* MoneyMadam

PKG another way to profit

I added PKG recently. Alfred Ferol, a mentor I mention often, suggested that I buy the boxes as a holiday season play.

I like this stock.

Packaging declares $0.63 dividend http://seekingalpha.com/currents/post/3230416?source=ansh-d $PKG

M*

Disclosure: long PKG

SYY Sysco great Dividend Machine

Sysco: Making Food Distribution Great Again http://seekingalpha.com/article/4030064?source=ansh-d $SYY

BA Boeing massive dividend increase

Boeing hikes quarterly dividend to $1.42/share http://seekingalpha.com/currents/post/3230104?source=ansh-d $BA

NHI great dividend stock

NHI is one of my best picks. Dividend Machine in 2011, 2012, 2013. M* Money Madam

National Health Investors declares $0.90 dividend http://seekingalpha.com/currents/post/3229547?source=ansh-d $NHI

Noble Energy Bond

Two times I have profiled a Noble Energy Bond.

Nobel Energy Bond.  http://www.themoneymadam.com/2016/05/noble-energy-bond-winner.html

Doubling down on NE bond. https://www.blogger.com/blogger.g?blogID=6305547129436158502#editor/target=post;postID=1997392189257640347;onPublishedMenu=allposts;onClosedMenu=allposts;postNum=2;src=postname

This article on Noble Energy shows a company that is in good shape.

http://marketrealist.com/2016/12/why-did-noble-energy-sell-interest-in-the-tamar-field/

M*MoneyMadam
Disclosure:  Long this bond 

CVX good insight

If you are long  CVX like I am, this is an encouraging read. M*

Chevron: Simply Impressive http://seekingalpha.com/article/4028189?source=ansh-d $CVX

Income Investors have done well in 2016

Look at the enormous improvement in the 2015 portfolio in the last few months.


2015 M* Dividend Machine Holdings as of February 19, 2016




2015 M* Dividend Machine Holdings as of December 2, 2016



My picks increased from a negative 8.28% to a positive 11.46%.  SDY improved from a positive .41% to a positive 11.92%  and VIG rose from a positive .59% to a positive 8.03%.

What are we to make of these moves?

The individual stocks selected for inclusion in the 2015 portfolio number 19.   Their individual performance is presented below. 




SDY ,a low cost ETF that I use as a benchmark, holds about 100 stocks.  Clearly, this diversification allowed the fund to weather the difficult first quarter of 2015. 

The problem with 2015 is that we all ended up buying high.  This is always a nerve racking situation. The market does not go up in a straight line and maybe we could have waited and bought at a better price.  Eventually, you have to invest when you have money sometimes you just have to wait for your stocks to break out. 

VIG another low cost ETF that I use as a benchmark made a nice move as well.  Yet, this group of stocks concentrates more on stocks that increase their dividends and therefore, the influence of potential interest rate increases that compete with dividend growth stocks made VIG the poorest performer of the three.

Income investors should take heart in the fact that all three of these portfolios have done very well. 

M* Money Madam

Disclosure Long: CAT, CMI, COP, CVX, EMR, LHO, MDP, MHLD, PAYX, SO