Model Portfolio - The Beginning
As you may or may not have noticed over the past several weeks, I have not made too many posts. Why? Nothing has changed! Sure, there are new events happening in the world, but nothing has dramatically impacted anything - other than events in Lebanon and Israel.
With that being said, I have decided to take a slight detour. From 2000 through 2004, I made a nice bit of cash in my 401k by owning the stocks listed below. Then my company changed 401k plans, removed the brokerage option, and forced me into funds that have gone no where!
Times have changed, I have some cash, and I am looking to invest again (outside of a retirement plan). Most of these are still OK and are producing nice amounts of cash. For the near future, I am going to focus on these core holdings - assessing value, growth opportunities, and cash flow with the goal of constructing a nice portfolio worth holding for a year or two with minimal turnover.
Goal: Find value and growth while acheiving an average 7% or greater return via dividends.
I would like to acheive an even higher return through dividends, but I fear that model portfolio might contain riskier stocks which would increase my volatility and turnover. Take a look around - if you have an opinion on any of them, let me know.
Oil / Natural Gas Trusts
With that being said, I have decided to take a slight detour. From 2000 through 2004, I made a nice bit of cash in my 401k by owning the stocks listed below. Then my company changed 401k plans, removed the brokerage option, and forced me into funds that have gone no where!
Times have changed, I have some cash, and I am looking to invest again (outside of a retirement plan). Most of these are still OK and are producing nice amounts of cash. For the near future, I am going to focus on these core holdings - assessing value, growth opportunities, and cash flow with the goal of constructing a nice portfolio worth holding for a year or two with minimal turnover.
Goal: Find value and growth while acheiving an average 7% or greater return via dividends.
I would like to acheive an even higher return through dividends, but I fear that model portfolio might contain riskier stocks which would increase my volatility and turnover. Take a look around - if you have an opinion on any of them, let me know.
Oil / Natural Gas Trusts
- BP Prudhoe Bay Royalty Trust (BPT)
Oil / Natural Gas Trusts - Canadian (CanRoy's)
- Petrofund Energy Trust (PTF)
- Pengrowth Energy Trust (PGH)
- Provident Energy Trust (PVX)
- PrimeWest Energy Trust (PWI)
- Frontline Ltd. (FRO)
- Knightsbridge Tankers Limited (VLCCF)
- Nordic American Tanker Shipping Limited (NAT)
- American Capital Strategies, Ltd (ACAS)
- American Home Mortgage Investment Corp (AHM)
- American Mortgage Acceptance Company (AMC)
- Annaly Mortgage Management, Inc (NLY)
- Anthracite Capital Inc (AHR)
- Hanover Capital Mortgage Holdings, Inc (HCM)
- IMPAC Mortgage Holdings, Inc (IMH)
- New Century Financial Corporation (NEW)
- Newcastle Investment Corp (NCT)
- NovaStar Financial Inc (NFI)
- PMC Commercial Trust (PCC)
- Saxon Capital, Inc (SAX)
- Thornburg Mortgage, Inc (TMA)
Disclosure: I do not currently own any of these stocks.
posted by Nate at 9:28 AM
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