What Did You Buy Today?

[Be Here Now]

(03-19-2015, 09:31 PM)hendi_alex Wrote: I finally decided to dare the Fed to raise rates. Bought REM, an MREIT ETF, a few days ago. Then today added KBWD, a BDC ETF, and ROOF, a property REIT ETF. Already had a fair amount of property REIT exposure via CSG, HCP, IRT, and MPW at about 12% weighting.

I continue moving toward longer term positions. Portfolio now includes longer term positions: CSG DEM DLS EMR IDV IRT ITRN KBWD KED KMF KMI MPW MRO REM ROOF SLB TNK VGK. Focus is being geared more toward ETF/CEF exposure and less on individual tickers.

Have lots of covered call positions, with calls generally being sold about six months out. Included are: CCJ COP ESV HCP HIMX KMI MRO OIH T TNK

Interesting to see that you are getting into mREITs and BDCs. I thought you were against owning them. Am I mis-remembering ( for you younger participants, this is normal for us grey hairs, so laugh along with us ) or have you changed your mind?

I also have CSG, EMR, KMI, HCP. I am not familiar with many of the others, so I am going to look into them.

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Now you have me looking at CEFs. Questions about KED and KMF. According to Morningstar, KED has ~30% leverage and KMF has ~33% leverage. Did you look into MLPL as an alternative? Its leverage is 50%.

Uranium is certainly off the beaten path. Is that part of the attraction?