05-17-2014, 03:06 PM
KMR + KMI = 9.5% of my portfolio. Long term conviction hold. I also have EPD and ETE for the long term.
The 4 combined have been very good to me. Starting in 2011, I now have unrealized capital gains in excess of 100%. They constitute 26% of my portfolio market value, and contribute 17% of my dividends.
Yield on cost numbers also tell me how well these investments have done:
EPD = 6.83%
ETE = 7.86%
KMI = 5.49%
KMR = 9.63%
I reinvest all Kinder dividends / distributions, and accumulate all EPD and ETE distributions for either opportunistic investment in other categories or current spending.
The 4 combined have been very good to me. Starting in 2011, I now have unrealized capital gains in excess of 100%. They constitute 26% of my portfolio market value, and contribute 17% of my dividends.
Yield on cost numbers also tell me how well these investments have done:
EPD = 6.83%
ETE = 7.86%
KMI = 5.49%
KMR = 9.63%
I reinvest all Kinder dividends / distributions, and accumulate all EPD and ETE distributions for either opportunistic investment in other categories or current spending.