Started three new positions: $FCPT, Four Corners Property Trust Many green ratings from Seeking Alpha Yield (FWD) 5.74% $BNL, Broadstone Net Lease Nearly all green ratings from Seeking Alpha Yield (FWD) 5.84% $UPS, United Parcel Service Yield (FWD) 6.31% Sold an under-performing closed end fund: $IFN, Aberdeen India Fund Sell rated by Seeking Alpha Made […]
Tag: CEFs
This Week’s Trades: $CSQ, $SLJY, $WEEI, $KCOP, $GDXW, $PLTW, $VTS
Sold two underperforming positions this week: $PLTW, Roundhill PLTR WeeklyPay ETF $VTS, Vitesse Energy Using proceeds and earned dividends, I added to these positions this week: $CSQ, Calamos Strategic Total Return Yield (FWD) 8.91% Pays monthly $SLJY, Amplify SILJ Junior Silver Miners Covered Call ETF Yield (FWD) 10.87% Pays monthly $WEEI, Westwood Salient Enhanced Energy […]
Today’s Trades: $EPRF, $BST, $EXG, $CSQ
Sold an underperforming asset: $EPRF, Innovator S&P Investment Grade Preferred ETF Used the proceeds as follows: $CSQ, Calamos Strategic Total Return Fund Added shares Currently trading at a discount -9.51% Just increased dividend in January Yield (FWD) 8.26% Pays monthly $BST, BlackRock Science and Technology Trust Bought shares, new position Currently trading at a discount […]
Recent Trades: $OWL, $CSQ, $CII, $GDXW
$OWL, Blue Owl Capital SOLD this underperforming stock $CSQ, Calamos Strategic Total Return Fund Bought, new position. Yield (FWD) 8.18% Pays monthly Currently selling at a 9.47% discount to NAV Added to these: $GDXW, Roundhill Gold Miners WeeklyPay ETF Yield (TTM) 19.02% Pays weekly $CII, BlackRock Enhanced Large Cap Core Fund Yield (FWD) 7.86% Pays […]
Cleaned Out Some Losers Today and Redeployed Funds to Better Ones
Today I weeded out some underperforming high-yield ETFs and BDCs and reallocated those funds to better ones. Sold: $NFLY, YieldMax NFLX Option Income Strategy ETF, my total return ~ -7% $MSTY, YieldMax MSTR Option Income Strategy ETF, my total return ~ -41% $ULTY, YieldMax Ultra Option Income Strategy ETF, my total return ~ -28% Will […]
Today’s Investments: $BIT, $SBAR, $SCD
Added to three of my monthly-paying high-yield funds today: $BIT, BLACKROCK MULTI SECTOR INC Added 49 shares @ $13.25 ($649.01) Yield (FWD) 11.23% Pays monthly $SBAR, SIMPLIFY EXCHANGE TRADED FUNDS BARRIER INCOME ETF Added 24 shares @ $26.06 ($625.32) Yield (TTM) 9.65% Pays monthly $SCD, LMP CAP & INCOME FD INC COM Added 41 shares […]
Recent Investments: $ENB, $RSPA, $MSIF, $YBTC, $BOE, $BGAFX, $XOM
$ENB, Enbridge Sold my position, took profits ($46,204) Redeployed the funds as follows: $BGAFX, Baron Global Opportunity Bought $20,000 worth This fund owns a large stake of Space X, likely be the biggest IPO of all time $MSIF, MSC Income Fund Added 53 shares @ $13.67 ($724.66) Yield (FWD) 10.57% $YBTC, Roundhill Bitcoin Covered Call […]
Recent Trades: $FETH, $ETH, $OWL, $BTC, $ALLY, $AVK, $BLOX, $ALLY, $SBAR, $AIPI
Was on a cruise last week, but I did manage to enter a few trades. Last Friday several options positions expired: $FETH, Fidelity Ethereum Fund ETF Jan $32 covered call assigned I sold 100 shares @ $32 ($3200) Current share price $29.28 $ETH, Grayscale Ethereum Mini Staking ETF Jan $30 covered call assigned I sold […]
Today’s Trades: $BIT
I used Grok to help me find a great bond closed-end fund that pays monthly. $BIT, BlackRock Multi-Sector Income Trust Bought 166.54 shares @ $13.1155 ($2,184.25) Yield (FWD) 11.37% Pays monthly Currently selling at a -5.84% discount to NAV Consistent distributions for many years
Today’s Trades: $BTC, $ETH, $CII, $EIC, T-Bill
The freefall of Bitcoin and Ethereum has negatively affected my short put option positions. $BTC, Grayscale Bitcoin Mini Trust ETF Got assigned 100 shares at $47 per share ($4700) from my cash-secured put $BTC closed today at only $39.57 $ETH, Grayscale Ethereum Mini Trust ETF Today I bought to close 2 Nov $36 Puts @ […]