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Green's Portfolio - February 2021

Mar. 01, 2021 1:33 PM ETAKAM, BMY, ORCL, CHE, CL, CMS, ETR, FMC, LNT, MDLZ, PG, REGN, WMT, XEL8 Comments
Green Dot Investor profile picture
Green Dot Investor


  • I've restructured the former Green Dot Portfolio, and I explain my new focus for income and swing/position trading.
  • I sold 22 stocks in February for a net gain, including dividends, of 34.7% (median), or 24.4% (cost-weighted).
  • My portfolio currently includes varying-sized positions including 28 closed-end funds, 23 REITs, 1 ETF, and 137 stocks across multiple sectors.
  • I opened positions in 14 stocks for my portfolio in February and added to a few dozen existing positions.
  • I also maintain a daily blog for followers that updates my portfolio activity.

In late 2017 I launched my Green Dot Portfolio here on Seeking Alpha. It was a small retirement investment that I managed in a Roth IRA account. I held a combination of income-generating Closed-end funds, ETFs, and REITs, and I did swing trading of stocks and, for part of the time, option premiums. The portfolio outperformed the S&P 500 and my total return goals for the first two years. I then took a break from tracking that portfolio here on Seeking Alpha. But I was busy increasing the portfolio size through rollovers from my 457 retirement plan, and fine-tuning some new tactics to increase the results from my swing trades.

So welcome to the new Green's Portfolio! I'll say up front that my style is not for everyone. I do a lot of active management (i.e., trading), both because I have the time and enjoy the challenge, and also because I think that I can enhance the returns from my efforts by more closely following price trends of individual, mostly high-quality, stocks.

I have some personal preferences that I'll mention up front, with which others may not agree. I do not hold mutual funds as I consider that they are mostly high-cost, inflexible, lower-return instruments for those who don't have the time or inclination to be active managers. The same goes for most ETFs. I am a long-only trader: I don't use margin and don't short stocks. I am a "disjointed incrementalist" in that I trade across the spectrum of stocks that fit my tactic (more on that soon), and I trade varying-sized lots based on changes in price. That means that I can sometimes add or sell even one or a few shares for a position, which is never a problem in a Roth IRA and in the era of zero commissions. I "average down" based on price by habit. I also use some simple technical analysis

This article was written by

Green Dot Investor profile picture
I am a retired self-directed investor/trader. In Green's Portfolio, I combine high-yield income investments with swing trading in a Roth IRA account. Until January 2017 I worked 44 years in land use planning and natural resource management in the mid-Atlantic US.

Analyst’s Disclosure: I am/we are long AKAM, REGN, FMC, WMT, PG, CERN, BMY, CHE, ETR, CL, XEL, MDLZ, LNT, CMS. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am also long all of the other stocks and funds that are indicated as part of the portfolio.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (8)

Good article. You have a new follower.
Green Dot Investor profile picture
Thank you for your comment. Welcome aboard!

Valhalla Hunt Club profile picture
first time reading any of your posts. I learned a bit from reading, i.e., a few positions I will look into, that TD has good tools for analysis, that buying and holding should be balanced with selling and talking profits. Overall a well-written and thoughtful article by you. I have also watched the market go up and down through its wild machinations. I have and continue to sit on the sidelines, mostly held all my positions (except last year when I sold a boatload to pay off my primary home mortgage). Two specific comments/questions: (a) All the selling in short positions, you detailed, leads to higher tax (capital gains) and hence less net, correct? (b) My total investment in buy and hold stocks (dividend investor) is ~$1mm. I don't have the cross-sectional, diversity nor the sheer number of investments you detailed in your article. Can you share the size of your investment, generally speaking? As in how much is the cash reserve and how much is invested. I see your percentages but curious as to the size of investment needed to hold that many positions.
Green Dot Investor profile picture
@Valhalla Hunt Club
Thanks for reading and your comments, and also for your questions and sharing your experience.

I agree about taking profits when worthwhile and do that more than most I suppose. This is a Roth IRA, so no need to pay any capital gains or taxes on dividends, long or short term. In my old portfolio I disclosed all the details and posted my trade logs regularly. As I wrote here, some positions are larger and those are on my income side of things; the trading is typically smaller, as the trade data shows. The portfolio is large but not as much as yours at this point. The cash reserve is not a limiting factor except that I want to deploy more of it. Yes, I find that those TD tools allow me to do what I do fairly efficiently. I hope that you might continue to find some ideas here of interest.

littlecubbie2019 profile picture
Been awhile. I appreciate your strategy but I don’t have the time to trade or do research as in depth as you. I like buying my dividend stocks and cefs. We have a handful of stocks we share ownership in. Take care and hope hear more from you.
Green Dot Investor profile picture
It's good to hear from you again, Jason. I know from the past that you are on good footing with what you are doing - keep on keepin' on, as they say.

Best to you for 2021.
Thanks for an interesting article. We share many of the same stocks in our portfolios.
I’ve just started accumulating AKAM with the recent drop in price. Been waiting for yrs for this to correct and finally got my opportunity. High quality balance sheet( as per Joe Terranova on CNBC half time report today) also confirmed my recent buying in the last week or so. Thanks again.
Green Dot Investor profile picture

Thanks for reading and for your comment. Yes, many good names out there like AKAM but we sometimes have to wait.

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