RECOMMENDED INCOME INVESTMENTS FOR LONG TERM DIVIDEND INVESTORS.
PONDX (3.5%) Short term bond fund. (May 2015) The investment seeks to maximize current income; long-term capital appreciation is a secondary objective.
GAINM (6.25%) Gladstone Term Preferred (October 2016)
NOTE: CORPORATES SHOULD BE HELD TO MATURITY
ASSURANT (3.26%) Indiv. Corporate Bond. CUSIP 04621XAF5 (May 2017)
ATT Individual Corporate Bond. CUSIP 00206RCT7 Matures 2-17-2026. (May 2017)
SOUTHERN POWER (3.89%) Investment grade Individual Corporate Bond. Mature December 2025. CUSIP 843646AM2. (February 2016)
TIME WARNER CABLE (3.5%) Individual Corporate Bond CUSIP 88732JBA5 Mature September 2021 (February 2016)
DIGITAL REALTY TRUST (3.8%) Individual Corporate Bond CUSIP 25389JAK2 Mature October 2022
WELLTOWER (3.76%) Individual Corporate Bond CUSIP 42217KBA Mature 2023
WALGREENS (3.5%) Corporate Bond 2021 (January 2016)
AMERICAN AXLE Individual Corporate Bond CUSIP 024068AN0 (January 2016)
AMERICAN TOWER (3.9%) Individual Corporate Bond. April 2015
CVY (6.1%) Multi Asset ETF with 150 holdings. HOLD. Other choices include GYLD, IYLD and MDIV. HOLD. Common stocks and also: Master Limited Partnerships 11.0% Closed End Funds 9.5% Preferred Stocks 5.0% Investments of Collateral for Securities Loaned 4.4% Convertible Preferred Stocks 0.6%
SOLD FRONTIER COMMUNICATIONS (7%) Individual Corporate Bond 2021 June 2015(CALLED) VGR (5.5%) Individual Corporate Bond CUSIP 92240MBB3 Mature 2021
(SOLD) KEMIT CORP. (14%) Individual Corporate Bond. Mature 2018 (November 2015)CALLED HTGZ (7%) Hercules Capital Exchange Traded Debt (July 201d)
(SOLD) SBLKL (8%) HOLD DO NOT BUY Exchange Traded Debt “Baby Bonds” Shippers Nov 2014
(CALLED) WYNN RESORTS (4.7%) Individual Corporate Bond. CUSIP 983130AT2. Mature March 2022. (March 2016)
(SOLD) JEPRA (8%) Preferred. Callable March 2022. (February 2017)
(SOLD) UNG “Trade” March 2017
SOLD LMRKO (7.9%) MLP Preferreds Landmark Infrastructure Partners (August 2016)
SOLD PSAPRB (5%) Preferred Stock (January 2016)
SOLD TGARP (9%) Floating rate issue. October 2015
SOLD NTI (15%) Refiner. Oct 2015
SOLD CEFL (15.6%) ETN holding 30 Closed End Funds LEVERAGED. HOLD. Go to link for analysis:
HOLD Sept 2014SOLD DSL (8.75%) Closed End Fund. Multi sector emerging market fixed income (90% Corporate Bonds) and residential mortgage securities. HOLD. May 2014.
(SOLD) WMB (4.7%) General Partner. Pipelines Natural Gas. IRA. March 2015 Below from http://www.charlessizemore.com
If you are a long-term investor looking for growth and income, the GPs will generally be the way to go. Their faster dividend growth rates make them more attractive as growth investments. Also, unlike MLPs, GPs that are organized as corporations (such as WMB, KMI and OKE) can be safely held in an IRA or Roth IRA account without generating unrelated business taxable income.
VNR Master Limited Partnership. 8.3% SOLD at $29.22 September 2014