The Rose Portfolio
The RoseNose profile gets updated, minimally monthly, and currently lists 93 portfolio investments by sectors beginning with the highest value first. My last article here for July, also has the portfolio listed by sectors, along
Rose 93 Stock Portfolio August Update, Morning Star Fair Values And Buy Candidate List
Summary
- The portfolio is listed showing available M* fair values, 2021 dividend, dividend yield, and other metrics to reveal a list of 12 finalists and 9 winner buy candidates.
- Portfolio value up ~0.7% and 16.8% YTD with dividend yield stable @ 4.19%.
- Income is up 30.6% from May Q2 with 21 companies paying including 1 raise and 1 cut.
- Transactions included 3 complete sales, along with numerous add ons and trims with all prices revealed.
Rosenose is a retired healthcare professional and she has been managing her own investments for nearly 2 decades. She writes about stocks with growing dividends targeting a yield of 4+%.
She is a contributing author to the investing group Macro Trading Factory where she manages the Rose's Income Garden portfolio - a diversified portfolio with 80+ stocks from all 11 sectors which targets rising safe income and capital maintenance. The service also has the Funds Macro Portfolio managed by the Macro Teller which aims to outperform the SPY market on a risk-adjusted basis. Both portfolios are easy to follow and have a focus on quality investments, risk management, and diversification. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of 93 STOCKS either through stock ownership, options, or other derivatives. 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 own all 93 companies as listed in the article. All information is done for my own investing purposes. My goal is to share what I do with hopes others will have a joy with their own investing.
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.