Published Wed, 07 Aug 2019 11:58:37 -0400 on Seeking Alpha
The Rose Portfolio
I, Rose, a retired-in-2010 pharmacist, am real, and so is my name and the portfolio. It consists of 3 brokerage accounts, 2 Roth and 1 taxable, along with 6 companies combined together, and “managed” by me for us. The "us" includes my husband of 49 years, who enjoys having me do the managing. It is old in some regards and not so much in others, as it was and still is being arranged from ETFs and IRAs to Roths and individual stocks. I still put new dividend money to work, have made nice investment goals and continue to learn quality and rewards go together. I admit to some misadventures as well. The portfolio has grown nicely over the years, is a success and I wish to keep it that way. I also want to share what I have done while I continue to learn and keep it on a successful path. I hope you will also share and join on my journey to even more success.
93 Equities or Holdings
The holdings consist of 59 common stocks, 8 preferred shares and 1 newly purchased bond. Next is 13 in the real estate sector or eREITs called RIC (regulated investment company) and 12 miscellaneous HY RICs to be shown in the chart to follow. 10 sectors are represented, with nothing in materials.
The chart to follow shows each company by descending portfolio value in each category as on July 31st.
Abbreviations used are:
S&P CR = Standard & Poor’s Credit Rating as given by Fastgraphs “FG” a paid subscription service.
7-31 $ Price is the price... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|MOLSON COORS BREWING||56.25||13.6||4.13||2.28||4.03|
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