megacorp-firee
Thinks s/he gets paid by the post
- Joined
- Apr 16, 2007
- Messages
- 1,305
I am relatively new (2nd post) and getting the hang of this.
I would appreciate any critique I can get on the income side (about 58%) of my taxable portfolio. This generates a mix of qualified/unqualified dividends, tax free and taxable interest. My qualified portfolio rounds me out to a 60/40 AA.
Looking for a risk assessment of this part of portfolio.
BPP - Blackrock Opportunity Trust - $30,000
GDV - Gabelli Div and Inc Trust - $18,000
IKL - Bank of America Pfd - $14,000
HGM - General Motors Pfd - $16,000
PYI - PreferredPlus Trust TWC1 - $15,000
TVC - Tennessee Valley Authority Pfd - $14,000
NQU - Nuveen Quality Income Muni Fd - $86,000
FFC - Flaherty & Crumrine Claymore Pfd Sec Inc Fd - $26,000
HTE - Harvest Energy Trust Units Canadian - $25,000
MNP - Western Assets Municipal Partners Fd - $39,500
PWE - Penn West Energy Trust Canadian - $23,000
3 mth T-Bill - $45,000
Cash & CDs - $35,000
I did get pointed to Larry Swedroe's book on Bonds and will be picking that up, as well as his post on diehard.org. Thanks in advance for your thoughts.
I would appreciate any critique I can get on the income side (about 58%) of my taxable portfolio. This generates a mix of qualified/unqualified dividends, tax free and taxable interest. My qualified portfolio rounds me out to a 60/40 AA.
Looking for a risk assessment of this part of portfolio.
BPP - Blackrock Opportunity Trust - $30,000
GDV - Gabelli Div and Inc Trust - $18,000
IKL - Bank of America Pfd - $14,000
HGM - General Motors Pfd - $16,000
PYI - PreferredPlus Trust TWC1 - $15,000
TVC - Tennessee Valley Authority Pfd - $14,000
NQU - Nuveen Quality Income Muni Fd - $86,000
FFC - Flaherty & Crumrine Claymore Pfd Sec Inc Fd - $26,000
HTE - Harvest Energy Trust Units Canadian - $25,000
MNP - Western Assets Municipal Partners Fd - $39,500
PWE - Penn West Energy Trust Canadian - $23,000
3 mth T-Bill - $45,000
Cash & CDs - $35,000
I did get pointed to Larry Swedroe's book on Bonds and will be picking that up, as well as his post on diehard.org. Thanks in advance for your thoughts.