2018 M* Income Portfolio

Update 3/29/2019 

      2018 is a tough year for income investors.  We are in transition.  Our income stocks are over bought and good bonds are still too expensive.  Yet stuff costs more and the 2018 portfolio is searching for a yield of 5% without having to depend on call option income.  

See the results and holdings below:       

 

3/29/2019
2018 Dividend Stocks
  VALUE BASIS Yield on Basis Dividend Income Yield on Value % Gain
  $86,254 $85,173 5.12% $4,357 5.05% 1.27%
Holdings
Symbol Price Basis Date Acquired Annual Dividend Dividend Yield % Gain 
XOM $80.80 $86.78 1/3/2018 $3.28 4.06% -6.89%
  XOM $80.80 $76.69 5/2/2018 $3.28 4.06% 5.36%
T $31.36 $37.82 1/26/2018 $2.04 6.51% -17.08%
  T $31.36 $32.35 5/2/2018 $2.04 6.51% -3.06%
  T $31.36 $30.88 11/5/2018 $2.04 6.51% 1.55%
NHI $78.55 $68.42 5/2/2018 $4.20 5.35% 14.81%
CM $79.07 $87.20 5/2/2018 $4.21 5.32% -9.32%
MO $57.43 $55.96 5/2/2018 $3.20 5.57% 2.63%
ETN $80.56 $81.06 10/11/2018 $2.84 3.53% -0.62%
  ETN $80.56 $75.80 11/6/2018 $2.84 3.53% 6.28%
LVS $60.96 $51.96 11/21/2018 $3.08 5.05% 17.32%
MAIN $37.20 $37.86 11/21/2018 $2.40 6.45% -1.74%
MFC $16.91 $16.19 11/21/2018 $0.76 4.50% 4.45%
WDC $48.06 $46.90 11/21/2018 $2.00 4.16% 2.47%
WY $26.34 $26.58 11/21/2018 $1.36 5.16% -0.90%
MIC $41.22 $39.28 11/21/2018 $4.00 9.70% 4.94%
Notes:  Data Source MarketXLS

 

 

M* MoneyMadam

Disclosure:  Long all holdings