WoV stock portfolio

Up 47% from inception. Been steadily increasing bond holdings as interest rates rise. If I can lock in 3-4% seems prudent as I approach retirement. So volatility will decrease, as will potential for big gains... or big losses. Still over 80% in stocks though, so at risk....

Quote: SOOPOO

Up 47% from inception. Been steadily increasing bond holdings as interest rates rise. If I can lock in 3-4% seems prudent as I approach retirement. So volatility will decrease, as will potential for big gains... or big losses. Still over 80% in stocks though, so at risk....

47% return is excellent. When did you start?

last time I commented on this topic I said to get as much inter pipelines as you could and sleep nights with the 7% dividend.....still holds true today.


ipl.to

Quote: SOOPOO

Up 47% from inception. Been steadily increasing bond holdings as interest rates rise. If I can lock in 3-4% seems prudent as I approach retirement. So volatility will decrease, as will potential for big gains... or big losses. Still over 80% in stocks though, so at risk....

I would look at dividend/distribution paying equities vs. bonds. Lots of options paying 4-6% now and long histories of increasing payouts to share/unit holders. REITs are even given some tax preference in the latest tax bill....I like the pipeline space as mentioned although some of those have suspended dividends when the bottom fell out of energy....as long as the distribution continues, do you really care that much about valuation of your stock/REIT/MLP? These types of investments tend to ebb and flow in value, increasing as their dividends/distributions increase...best bet is to look at the historical payouts of these positions over the last 15-20 years (e.g. before and after the debacle of 2009) and see if they continued to cut those quarterly checks you can live on during those different market conditions.

Quote: ontariodealer

last time I commented on this topic I said to get as much inter pipelines as you could and sleep nights with the 7% dividend.....still holds true today.

ipl.to

um...
-0.70 (-2.78%) since 07/19/17

im assuming the -2.78% doesn't include the dividends?

Finally broke the up 50% mark. This portfolio now nearly 25% in bonds, so will lag the market up, but also lag on it's next downward move.

Funny how the talking heads credit a Trump trade deal with Mexico as the impetus for the latest up tick. I do fear the mid term elections, and likely Democrat controlled House. If you think there is gridlock now with the minority Dems doing their darndest to block any and all Trump plans, just imagine what will happen when the Dems actually control a House!

By the way, my 'up 50%' does include dividends, as this is in a retirement account so no money leaves the account.

Quote: SOOPOO

...<SNIP>,,, This portfolio now nearly 25% in bonds, so will lag the market up, but also lag on it's next downward move. ...<SNIP>...

Unless that "downward move" is one that is also accompanied by a sharp rise in interest rates, which would induce a bear market in long bonds. (But I'd mostly tend to agree with the expectation embedded in that quoted statement, usually, in most usual equity market corrections, most of the time. Just saying: "But.")

Quote: DrawingDead

Unless that "downward move" is one that is also accompanied by a sharp rise in interest rates, which would induce a bear market in long bonds. (But I'd mostly tend to agree with the expectation embedded in that quoted statement, usually, in most usual equity market corrections, most of the time. Just saying: "But.")

You are technically correct. But I look at my bond holdings a little differently. Say I have $1,000,000 in bonds with an average payout of 3.5%. I just know I'll be getting $35k a year, regardless of what Wall Street values my bonds at. If interest rates rise, my $1,000,000 in bonds would be worth less if I have to liquidate them, but I'd still be getting the same $35k no matter what the supposed value of the bonds is. I'm not a bond trader. I'm a bond holder.

Quote: SOOPOO

You are technically correct. But I look at my bond holdings a little differently. Say I have $1,000,000 in bonds with an average payout of 3.5%. I just know I'll be getting $35k a year, regardless of what Wall Street values my bonds at. If interest rates rise, my $1,000,000 in bonds would be worth less if I have to liquidate them, but I'd still be getting the same $35k no matter what the supposed value of the bonds is. I'm not a bond trader. I'm a bond holder.

For the pitiful yields you are getting the risk in devaluation iN an economy that has to raise rates I just dont get your logic.

I would look at ticker GOOD. more than stable 8% yield. REIT triple net leases with fortune 500 companies and almost 100% occupancy

Woukd also look at ticker STOR as well

Quote: troopscott

For the pitiful yields you are getting the risk in devaluation iN an economy that has to raise rates I just dont get your logic.

I would look at ticker GOOD. more than stable 8% yield. REIT triple net leases with fortune 500 companies and almost 100% occupancy

Woukd also look at ticker STOR as well

I do have a good deal of $$ in REIT's. O, NNN are my top 2. I have recently started putting some money in private equity REITs, not publicly traded. With the claims I am a tad worried that I may be having my money "Madoffed". But I have a few friends that have been with this company for a few years and so far have done ok. Only around 1% of my portfolio so I am gambling.....