Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Chowder Rule
#46
Thanks for the primer, Be Here Now! That is excellent!

In my transition from LYHG to HYLG I had stumbled upon Upstream and Midstream MLPs along with BDCs. Don't know a thing about the ETNs but now I have homework. mREITs still scare me.

The big challenge is in the portfolio construct. Obviously, this is a pretty limited group of securities, and so it would be nice to figure out a way to smooth out the returns. For instance, I have been restructuring my port and am a bit heavy in REITs and BDCs right now. Today was a pretty solid day for all the 'normal' indices, but my port was in the red because REITs were punished for some reason.

I don't have a solution, but I'm thinking that for now - in my transitory phase, with 5-10 years to retirement - that I will keep some high quality LYHG equities while I increase my HYLG positions. And if I pick right, some of those LYHG positions will get me my desired 10% YOC over that time period, so I can simply keep them in the port!

It will be interesting for sure....

And here is an interesting SA article on just this subject....

http://seekingalpha.com/article/2298795-...-investing

Hmmmm....
Reply


Messages In This Thread
Chowder Rule - by Kerim - 03-10-2014, 08:38 AM
RE: Chowder Rule - by hendi_alex - 03-10-2014, 08:51 AM
RE: Chowder Rule - by rnsmth - 03-10-2014, 10:00 AM
RE: Chowder Rule - by EricL - 03-10-2014, 09:55 AM
RE: Chowder Rule - by cannew - 03-10-2014, 11:03 AM
RE: Chowder Rule - by fiveoh - 03-10-2014, 11:33 AM
RE: Chowder Rule - by hendi_alex - 03-10-2014, 12:34 PM
RE: Chowder Rule - by EricL - 03-10-2014, 02:22 PM
RE: Chowder Rule - by cannew - 03-11-2014, 04:08 PM
RE: Chowder Rule - by rnsmth - 03-10-2014, 12:49 PM
RE: Chowder Rule - by hendi_alex - 03-10-2014, 02:59 PM
RE: Chowder Rule - by Dividend Watcher - 03-10-2014, 06:22 PM
RE: Chowder Rule - by hendi_alex - 03-11-2014, 05:35 PM
RE: Chowder Rule - by rnsmth - 03-13-2014, 07:16 AM
RE: Chowder Rule - by cannew - 03-11-2014, 06:56 PM
RE: Chowder Rule - by hendi_alex - 03-11-2014, 08:21 PM
RE: Chowder Rule - by hendi_alex - 03-13-2014, 08:34 AM
RE: Chowder Rule - by Kerim - 03-14-2014, 09:38 AM
RE: Chowder Rule - by rnsmth - 03-14-2014, 04:11 PM
RE: Chowder Rule - by Kerim - 05-06-2014, 05:04 PM
RE: Chowder Rule - by earthtodan - 05-06-2014, 07:49 PM
RE: Chowder Rule - by Concasto - 05-06-2014, 08:27 PM
RE: Chowder Rule - by rnsmth - 05-07-2014, 09:12 PM
RE: Chowder Rule - by Kerim - 05-06-2014, 10:52 PM
RE: Chowder Rule - by earthtodan - 05-07-2014, 12:53 AM
RE: Chowder Rule - by EricL - 05-07-2014, 08:33 AM
RE: Chowder Rule - by EricL - 06-20-2014, 04:25 PM
RE: Chowder Rule - by Kerim - 06-20-2014, 04:47 PM
RE: Chowder Rule - by EricL - 06-20-2014, 04:56 PM
RE: Chowder Rule - by KenBob - 06-20-2014, 09:23 PM
RE: Chowder Rule - by Be Here Now - 06-21-2014, 11:01 AM
RE: Chowder Rule - by Ok Red - 06-21-2014, 08:11 PM
RE: Chowder Rule - by EricL - 06-21-2014, 10:25 PM
RE: Chowder Rule - by Be Here Now - 06-22-2014, 03:44 PM
RE: Chowder Rule - by Ok Red - 06-22-2014, 05:17 PM
RE: Chowder Rule - by earthtodan - 06-22-2014, 11:42 PM
RE: Chowder Rule - by EricL - 06-23-2014, 11:28 AM
RE: Chowder Rule - by rnsmth - 06-23-2014, 07:50 AM
RE: Chowder Rule - by EricL - 07-01-2014, 04:36 PM
RE: Chowder Rule - by Dividend Watcher - 07-01-2014, 11:19 PM
RE: Chowder Rule - by Ok Red - 07-01-2014, 11:55 PM
RE: Chowder Rule - by Be Here Now - 07-03-2014, 12:54 AM
RE: Chowder Rule - by ronn38 - 07-02-2014, 06:27 PM
RE: Chowder Rule - by ronn38 - 07-03-2014, 11:54 AM
RE: Chowder Rule - by Be Here Now - 07-03-2014, 01:42 PM
RE: Chowder Rule - by Ok Red - 07-03-2014, 11:17 PM
RE: Chowder Rule - by rnsmth - 07-04-2014, 10:19 AM
RE: Chowder Rule - by Be Here Now - 07-04-2014, 01:32 PM
RE: Chowder Rule - by earthtodan - 07-04-2014, 11:44 AM
RE: Chowder Rule - by rnsmth - 07-04-2014, 02:26 PM
RE: Chowder Rule - by Be Here Now - 07-04-2014, 03:06 PM
RE: Chowder Rule - by Ok Red - 07-04-2014, 04:05 PM
RE: Chowder Rule - by AlanC - 07-07-2014, 09:31 PM
RE: Chowder Rule - by EricL - 10-30-2015, 09:46 AM
RE: Chowder Rule - by Dividend Watcher - 10-30-2015, 10:12 AM
RE: Chowder Rule - by EricL - 10-30-2015, 11:26 AM



Users browsing this thread: 2 Guest(s)