Lyn Alden

Investment Strategy

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Dividend Portfolio Tracker

I maintain a sample high-yield dividend portfolio, and you can read all of the details in this article.

Here’s the current list:

High Yield Dividend Portfolio March 2018

 

This page keeps track of portfolio moves over time, for record-keeping.

03/09/2018: $250,000

Initiated the virtual portfolio with $250,000 in cash.

Purchased at the closing price on March 9:

  • 300 shares of BIP @ 41.27
  • 300 shares of BEP @ 30.44
  • 500 shares of EPD @ 25.84
  • 200 shares of SEP @ 38.95
  • 200 shares of MMP @ 63.29
  • 200 shares of MAIN @ 36.95
  • 100 shares of VTR @ 49.36
  • 50 shares of AAPL @ 179.98
  • 50 shares of TXN @ 111.53
  • 100 shares of INTC @52.19
  • 50 shares of MSFT @ 96.54
  • 100 shares of SBUX @ 58.46
  • 100 shares of DFS @ 78.24
  • 100 shares of SYF @ 37.28
  • 100 shares of TRV @ 142.30
  • 100 shares of LAZ @ 56.07
  • 50 shares of CLX @ 131.57
  • 50 shares of RGLD @ 81.98
  • 400 shares of VNQ @ 75.58
  • 100 shares of VPU @ 109.09
  • 200 shares of VYMI @ 67.74
  • 300 shares of IEMG @ 59.95
  • 300 shares of EWS @ 27.06
  • 200 shares of RSX @ 23.48
  • 100 shares of RSXJ @ 43.39

Leftover cash: $12,791

S&P 500 Reference: 2786.57

S&P 500 TR Reference: 5454.03

 

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This site is for informational and entertainment purposes, and should not be construed as personal investment advice.

Please seek out a certified financial planner if you need advice tailored to your unique situation.

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