Tuesday, December 27, 2016
VACATION
Sunday, December 18, 2016
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
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
Thursday, December 15, 2016
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
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
Tuesday, December 13, 2016
BA Boeing massive dividend increase
Boeing hikes quarterly dividend to $1.42/share http://seekingalpha.com/currents/post/3230104?source=ansh-d $BA
Friday, December 9, 2016
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
Monday, December 5, 2016
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
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
Friday, December 2, 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
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