Alex Portfolio Transformation/update - Printable Version +- Dividend Growth Forum (http://DividendGrowthForum.com) +-- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=15) +--- Forum: My Portfolio (http://DividendGrowthForum.com/forumdisplay.php?fid=14) +--- Thread: Alex Portfolio Transformation/update (/showthread.php?tid=1294)

Alex Portfolio Transformation/update - hendi_alex - 08-16-2015 I've been transforming my portfolio for about ten months now, moving mostly from individual tickers toward ETFs and a couple of CEFs. Also am constructing some Motifs to serve as ETF substitutes where ETFs don't seem to fit the bill for me. I only have a couple of covered calls in place, having mostly abandoned that strategy. Individual positions are all focused in energy. All have long term accumulation as my sentiment. I will continue to accumulate both REITs and MLPs on weakness. Will move ex. US exposure to over 20% weighting. Won't pick up broader US small cap and mid cap exposure until our market corrects by more than 20%. Here is the Primary portfolio: Motifs: Shipping/drill rig/container lease: approximate 0.5% weighting Banking: approximate 0.54% weighting Big Cap Dividend: approximate 0.27% weighting The motifs have just started being funded. All remain in accumulation until target weigtings are reached. TNK has 2/3 trading shares in place. The entire position is transient, only being held as long as the trend is my friend. About 1/3 of the portfolio value is still allocated for shorter term trades and/or covered call positions.