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  • How Much High-Yield Is Too Much High-Yield? [View article]
    Thanks for the really good, thought provoking article. And especially bringing my attention to the mREIT ETF REM. I've been concerned about the risk associated with my AGNC and MITT holdings. REM looks like a safer alternative with a relatively minor reduction in overall yield.
    Nov 17, 2014. 11:34 AM | Likes Like |Link to Comment
  • Omega's Merger With Aviv Is A Marriage Built To Last [View article]
    Thanks for the article, Brad. Been out of OHI since Aug. 2013, after making over 83% in a couple of years. Please don't ask why I sold. August 2013 was filled with bad decisions. :-(

    Moving on... looking for good buy points. Agree with TrailerParkJoe that $35.50 would get my attention.

    Nov 3, 2014. 10:48 AM | 2 Likes Like |Link to Comment
  • The Inside Scoop On Corporate Property Trust [View article]
    Thanks for the OFC article Brad. I have not read your August article on OFC as I'm not a SA Pro subscriber, but I suspect you discussed the 33% dividend cut back in March 2012 and the stagnant dividend ever since.

    Can you share any insight about this dividend situation?

    Oct 24, 2014. 12:12 PM | Likes Like |Link to Comment
  • Dividend Champions For October 2013 [View article]
    Thanks David...
    Oct 14, 2013. 03:24 AM | Likes Like |Link to Comment
  • A New Retirement Portfolio [View article]
    The Part Time Investor...

    Just found your board on SA and I'm enjoying your approach towards DGI, especially your emphasis on "KISS".

    Your comment about the Merger Fund in your parents Fidelity portfolio...

    "Why would a portfolio manager put money from a retirement account into that kind of mutual fund?!?! Crazy, if you ask me."

    ...made me chuckle.

    You see, I'm retired and have 30% of my retirement portfolio allocated to fixed income. This fixed income portfolio follows the recommendations of the Monthly Flexible Income Portfolio (MFIP) from the "NoLoad FundX Investment Newsletter". The MFIP portfolio includes bond funds of varying types (short term, intermediate term, strategic, high yield, etc.).

    It also includes some "low-volatility" balanced or specialized funds which are used as alternatives to bond funds. The Merger Fund is currently included as one of these low-volatility funds.

    So, although the inclusion of the Merger Fund in a retirement portfolio may seem a little "crazy", there is some precedence for
    inclusion of this fund within a fixed income portfolio, at least within one highly successful investment advisory service.

    BTW, the Merger Fund total return for the year ending 9/30/13 was 3.6%. Compared to the average return for other MFIP bond fund categories...
    Short Term Bond = 0.9% (9 funds).
    Intermediate Term Bond = -0.88% (16 funds).
    Strategic Bond = 2.04% (11 funds).
    High Yield Bond = 6.49% (9 funds).

    Please don't take this as a defense of Fidelity's investment practices. I've been self-managing my portfolio for almost 30 years
    and won't consider going anywhere near a "professional".
    At least not until my wife tells me I'm getting too senile to continue. Hopefully, many years from now.
    Oct 14, 2013. 02:47 AM | Likes Like |Link to Comment
  • Dividend Champions For October 2013 [View article]
    Thanks for all your contributions to the world of DGI. Is there an archive available of previous Dividend Champion spreadsheets?
    Oct 14, 2013. 01:50 AM | Likes Like |Link to Comment
  • My Mad Method: The Next Evolutionary Step, Part 2 [View article]
    JD... I may have missed this in another posting, but I'll ask anyway. Can you divulge the name of the broker that you are using that is charging you the low commissions you're reporting?

    Jun 21, 2012. 12:38 PM | Likes Like |Link to Comment
  • My Mad Method: Holy Cow Tipping! [View article]
    JD... I have also read that the UBTI reported to you, and potentially taxable, can be quite different than the actual distribution amount. It all depends on the structure of the partnership.

    As for the tax reporting situation, if you happen to exceed the $1K in UBTI in an account, its the ACCOUNT that has to file a return with the IRS and pay the tax, not the individual that is the beneficiary of the account. The more I read, the more I agree with Gratian... just keep the MLPs in taxable accounts.

    Here's a link to one source that I've found on UBTI which may help.

    Jun 21, 2012. 10:29 AM | Likes Like |Link to Comment
  • My Mad Method: Holy Cow Tipping! [View article]
    JD... Just read your Cow tipping article and quickly realized that I need to investigate your Mad Method in more detail. Started with your first two MMM tutorials. Will have to find some time to read more and fire up my Excel. Your methodology makes a lot of sense to me.

    Question: Believe you mentioned managing your own retirement accounts, i.e. IRAs. Are you concerned about the tax consequences of the distributions from L.P.s? Or do you keep L.P.s in taxable accounts.

    Looking forward to reading more and sharing your future success.

    Richard... (an old Fool from the AOL start-up days in the early 90s.)
    Jun 21, 2012. 02:56 AM | Likes Like |Link to Comment