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Current Portfolio Composition


Has Been A Long Time Since I've Written An Article Concerning My Portfolio.

Current Portfolio Composition In Order By Market Value

1) DUK

2) T

3) D


5) PFE

6) UPS


8) PPL


10) ABBV

11) UNMA

12) MFA

13) KIM

14) PRU

15) MRCC

16) F

17) KSS

18) PRS

Notes of Interest

- Portfolio yields over 5.5%

- Looking to purchase additional shares of PRU

- Watching KSS closely, may purchase additional shares (Sold 1/2 of my KSS position in Aug/2018 (total return of 114% in 364 days, see blog post)

- Will definitely add to my CSCO position if it gets to the low 40's/high 30's caused by a downturn in the market

- I find IP intriguing, will continue to perform due diligence

Disclosure: I am/we are long all stocks IN THE PORTFOLIO.