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2018 Full-Year Report - Down 10% High Yield Income Train, Non-Stop 5 Years Running

Published Thu, 03 Jan 2019 12:48:18 -0500 on Seeking Alpha

Commentary Watching the market over the years has taught me fundamental analysis can take you so far, but the sentiment of the market prevails when it comes to price. Price can become artificially volatile at times as demonstrated during 2018. Once someone is free of the impediments of price, the market will be reduced to no more than a place to purchase high-income assets that pay on a continual basis. Investing becomes so simple once someone realizes price is manipulated by others, but future income is controlled by the investor. Trust in your own due-diligence with your own investments and purchase when the opportunity presents itself. Market declines are your best friend in adding value (income cash flow) to your portfolio.
Background and planning This is my 5-year anniversary where I have been explaining my investment strategy since 2014. I started my portfolio design with a 10% yield and today this portfolio still produces income over 10%. How is this possible? Simple; my investments generate yield anywhere between 8 to 12% and I just keep buying during all market cycles.
To show the viability of such a portfolio built exclusively with high yield assets I'll provide actual results based on brokerage performance reports. People interested in evaluating the 10% high yield process are invited to follow along and track my future performance.
2018 was my first full year in retirement taking distributions from my IRA account. I set the distribution level at 60% (about... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
TWO HARBORS INVESTMENT 13.95   4.2 3.29 1.88 13.51
DYNEX CAPITAL 5.62   3.3 1.72 0.72 12.81
NEW RESIDENTIAL INVESTMENT 15.89   4.2 3.79 2.00 12.67
APOLLO INVESTMENT 14.22   14.8 0.96 1.80 12.63
MONROE CAPITAL 10.90   32.1 0.34 1.40 12.62
FIDUS INVESTMENT 12.85   6.3 2.04 1.56 12.12
AMERICAN CAPITAL AGENCY 17.95   5.7 3.17 2.16 12.07
ANNALY CAPITAL MANAGEMENT 10.09   4.0 2.52 1.20 12.07
MFA FINANCIAL 6.86   8.6 0.80 0.80 11.94
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND 19.49   0.0 0.00 0.00 11.32
CHIMERA INVESTMENT 18.38   5.9 3.11 2.00 10.92
AG MORTGAGE INVESTMENT TRUST 17.47   6.1 2.87 1.90 10.89
INVESCO MORTGAGE CAPITAL 15.67   9.3 1.69 1.68 10.78
HERCULES TECH GROWTH CAP 11.49   9.2 1.25 1.24 10.64
CHERRY HILL MORTGAGE INVESTMENT 18.46   2.8 6.64 1.96 10.60
NEWTEK BUSINESS SERVICES 19.30   0.0 0.00 2.00 10.59
APOLLO COMMERCIAL REAL ESTATE FINANCE 17.42   11.7 1.49 1.84 10.56
PENNANTPARK INVESTMENT 7.05   10.4 0.68 0.72 10.31
TCP CAPITAL 14.10   13.8 1.02 1.44 10.31
STELLUS CAPITAL INVESTMENT 13.59   7.6 1.80 1.36 9.98
STARWOOD PROPERTY TRUST 20.19   14.0 1.44 1.92 9.74
PENNYMAC MORTGAGE INV TRUST 19.25   9.9 1.94 1.88 9.69
SARATOGA INVESTMENT 21.75   8.9 2.44 2.12 9.64
ARES CAPITAL 16.34   7.4 2.20 1.56 9.58
GOLDMAN SACHS BDC 20.13   12.0 1.67 1.80 8.90
SOLAR SENIOR CAPITAL 16.17   11.5 1.41 1.41 8.73
ARES COMMERCIAL REAL ESTATE 14.18   11.5 1.23 1.24 8.19
LADDER CAPITAL 16.70   8.4 2.00 1.36 8.19
SOLAR CAPITAL 19.96   11.2 1.78 1.64 8.19
GLADSTONE INVESTMENT 10.54   3.4 3.12 0.82 7.88
PENNANTPARK FLOATING RATE CAPITAL 12.59   14.6 0.86 0.95 7.64
BLACKSTONE MORTGAGE TRUST 32.95   13.3 2.48 2.48 7.52
GOLUB CAPITAL BDC 17.60   12.8 1.37 1.28 7.41
MAIN STREET CAPITAL 36.03   9.7 3.70 2.34 6.71

TWO HARBORS INVESTMENT - TWO
TWO HARBORS INVESTMENT - TWO  


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Assessing Main Street Capital's Results For Q3 2018 (Includes Discussion Of Dividend Transition)
10% High-Yield 10 Months 2018 Performance; Including October's Wild Ride

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