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Todd Johnson
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Updated: 05.05.13 Hello, My name is Todd Johnson. I’m a family man, sports fiend, health nut, technology buff, long-time stock investor and a very lucky mountain climber – hardly enough to completely distinguish me from many 50 year-old males living in Albuquerque, or anywhere else for that... More
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Todd Johnson - DividendLab.com
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DividendLab
  • Dividendlab.com Performance Update: 12.06.2011 - 06.22.2012 3 comments
    Jun 24, 2012 6:49 PM

    06.24.2012

    The CPA reviewed results, for the 12.06.2011 - 06.22.2012 time frame, is a +6.38% net return. This reflects about $4,000 in hedging losses.

    The accrued dividends are $788.20 and are not reflected in the returns. The cash balance is $2,271.45. The $100,000 Model Portfolio's value is $106,376.75. The accrued dividend data is provided at the end of the newsletter. Capital preservation is the portfolio's cornerstone goal.

    Approximately 70% of portfolio is hedged. Approximate portfolio yield is 9-10%.

    TJ

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  •  
    TJ
    Thanks for getting me here. I am looking at a few monthly dividend payers and have right now set my eyes on only one, AT.

    Again, with the REIT market still blazing away, I am siting on ARR, soon to be on AT and with one more I can add to positions monthly. The thought is the sooner I can purchase, the sooner I capture the divvy and realize DRIP $$ .

    I know this good thing cannot last forever.. but I want to stay Golden as long as I can Pony Boy!! Hope you can appreciate a little Dillon old school humor.
    27 Jul 2012, 05:32 PM Reply Like
  •  
    Hi Pessimistic Optimist, we definitely see differently on stocks. TJ
    27 Jul 2012, 10:18 PM Reply Like
  •  
    that is why I am here to learn.. and you teach.. through your articles etc... REITs are real new to me.. I have been in NLY and AGNC before, grabbed one dividend and out I went.. now I am holding for a longer period..
    at least until some form of substantial unsettling news beyond what is currently out there.. like QE heading our way.. I want to see if these turn into a fire sale.. or if the holding pattern continues before I start my fire drill.. I have an exit strategy.. just don't want to start deploying it until, I see fire.. not just hear yelling and smell a hint of smoke.
    28 Jul 2012, 02:07 PM Reply Like
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