Here is today's portfolio overview. As you will note, $Cash remains the largest holding, followed by very stable dividend payers in (NYSE:HCN) and (NYSE:EXC).
Pitney Bowes (NYSE:PBI) is a little riskier, given the slow deterioration in its business over time, however it has a very strong track record of paying and raising its dividends.
Several speculative plays include, (NASDAQ:XRTX), (NASDAQ:LINC), (NYSE:WDC) and a short position in (NYSE:CRM).
Approximately 10% of the portfolio is dedicated to ultra-high yielders, such as (NASDAQ:AGNC), (NYSE:NLY), (NYSE:CIM), (NASDAQ:PSEC), (NASDAQ:AINV) and (NYSE:FSC).
I adjust the weightings regularly based on relative performance, yield and timing of ex-dividend dates. Currently I am increasing my weighting of Frontier Communications (NYSE:FTR) and Agree Realty (NYSE:ADC), both with upcoming ex-dividend dates and yields over 8%.
Disclosure: Long: All Positions; Short: CRM