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  • A CEF Portfolio For High Current Income With Capital Preservation [View article]
    Happy to see that you put together a conceptual portfolio and look forward to periodic updates. I like your down-to-earth writing/thinking. I own several muni CEFs in my taxable account and a slug of taxable FI CEFs in my IRA.
    Oct 1, 2015. 11:21 AM | 1 Like Like |Link to Comment
  • When To Deploy Capital [View article]
    Solid matter-of-fact advice for those who are fence-sitters.
    Aug 27, 2015. 10:38 AM | 1 Like Like |Link to Comment
  • Durability Test: W.P. Carey [View article]
    I bought WPC when it was organized as an MLP and then converted to a REIT, which was a smart move to gain more investor acceptance (although I actually preferred the MLP structure). Its use of non-traded CPA investment pools has been accretive but, like others have expressed, I am not keen on the foray into BDC territory.
    Aug 17, 2015. 10:51 AM | 2 Likes Like |Link to Comment
  • Redacted Version Of The June 2015 FOMC Statement [View article]
    David, thanks for your FOMC Statement critiques. In your opinion, what should the Fed be doing in contrast to its neoclassical economic track?
    Jun 18, 2015. 09:24 AM | 1 Like Like |Link to Comment
  • Lessons Learned From The Grand Canyon [View article]
    "Zion is mostly looking up..." so true, unless one hikes up to Angel's Landing. I've spent hours just sitting and looking down at the canyon from there but one must be comfortable with heights and the workout to get up there. Not nearly as vast as the Grand Canyon but more personal.
    May 22, 2015. 11:15 AM | 2 Likes Like |Link to Comment
  • Publicly Traded Partnerships - U.S. Taxation For Limited Partners [View article]
    Line-by-line coverage of Part III would have been a valuable addition, length notwithstanding. I don't have a specific question, however.
    May 11, 2015. 11:40 AM | 2 Likes Like |Link to Comment
  • Dale's Super 7 Dividend Aristocrat And Achievers Portfolio Core [View article]
    Dale, you sly dog, evolving your strategy. Agree with previous posters: very clear, simple, doable... and makes a lot of sense. I see VIG still listed in your Disclosure. Once you are fully invested in the VIG-skimmed stocks, do you still plan to hold it?
    Apr 23, 2015. 07:53 PM | Likes Like |Link to Comment
  • The Blackstone Group L.P.: Why This 8% Yielder Belongs In Your Income Portfolio [View article]
    The BX 2014 sample K-1 was based on 10,000 units (~$400K at current price) and generated just $1,711 of UBTI.
    Apr 13, 2015. 11:15 AM | 8 Likes Like |Link to Comment
  • The Blackstone Group L.P.: Why This 8% Yielder Belongs In Your Income Portfolio [View article]
    BX 2014 K-1s were available mid-March.
    Apr 13, 2015. 11:12 AM | Likes Like |Link to Comment
  • Several Dividend ETFs Slash Their Dividends By Up To 22% [View article]
    Personally, I don't give a hoot about the ups and downs of investment income on a month-to-month basis because I am not riding that close to the pay-as-you-go line. I do chart my total monthly investment income in Excel, display it in a graph, and note that each December has a HUGE spike due, in large measure, to the capital gains in my equity mutual funds which comprise about 40% of my portfolio—the rest is individual dividend growth stocks and bond OEFs/CEFs. Varying levels of these cash-flows trickle in to my 3-4 year cash reserves from which I draw. The rest is reinvested.

    Judging from the comments, dependable monthly or quarterly dividends are important to many investors to fund their expenditures or peace-of-mind, but it is not the driving force for everyone. This isn't to toot my own horn but simply to voice another strategy to meet goals.
    Apr 8, 2015. 08:41 PM | 1 Like Like |Link to Comment
  • Duff & Phelps Global Utility Income Fund: Bought Back 50 Of 163+ Shares Recently Sold In Roth IRA [View article]
    I own a small amount of DPG but am not adding until after rate-hike carnage strikes. Similar story for my other utilities, eREITs, and bond CEFs.
    Mar 27, 2015. 11:11 AM | Likes Like |Link to Comment
  • Why Buy A CD When I Can Buy W.P. Carey? [View article]
    WPC's dividends are mostly non-qualified as shown on its website: I own it inside my IRA and bought it before it converted to a REIT and still issued K-1s. Great company.
    Feb 4, 2015. 11:53 AM | 2 Likes Like |Link to Comment
  • Should I Have High Yield (Junk) Bonds In My Portfolio? [View article]
    Vanguard High Yield is actively managed, not an index.
    Dec 28, 2014. 10:15 AM | 3 Likes Like |Link to Comment
  • AmeriGas Partners And CrossAmerica Partners: Pull These Babies From The Bathwater And Put Them In Your Portfolio [View article]
    The $1,000 applies to UBTI, Unrelated Business Taxable Income, not distributions. In 2013, APU generated negative UBTI, so not an issue.
    Dec 20, 2014. 02:27 PM | 2 Likes Like |Link to Comment
  • Must Bond Investors Fear Rising Interest Rates? Insights From 1958 To 1982 [View article]
    Thanks for the broader perspective and context to Treasury bond behavior. There is a lot of unthinking chicken-little squawking out there.
    Dec 4, 2014. 02:00 PM | Likes Like |Link to Comment