Carla's
"10%-Plus" Portfolio includes a variety of high-reward
investment ideas. To be considered for inclusion in this
portfolio, a security must deliver an annual yield of at least 10%
at the time it is added to the portfolio.
|
Security
(Symbol) |
Date
Added |
Current Div.
Yield |
Total
Return |
Freq. |
|
Mortgage Preferred |
12/01/05 |
8.4% |
+64.5% |
Monthly |
|
Exchange-Traded Bond |
02/10/09 |
7.5% |
+52.5% |
Quarterly |
|
Mortgage REIT |
02/10/09 |
7.9% |
+30.7% |
Quarterly |
|
Insurance Co. |
04/22/09 |
8.8% |
+56.3% |
Quarterly |
|
Exchange-Traded Bond |
07/23/09 |
8.2% |
+34.5% |
Quarterly |
|
High-Yield Bond Fund |
08/25/09 |
12.2% |
+12.9% |
Monthly |
|
High-Income Mutual Fund |
12/11/09 |
21.3% |
-0.4% |
Monthly |
|
Oil & Gas Co. |
12/23/09 |
9.9% |
+8.4% |
Quarterly |
|
Dividend Optimizer Portfolio
Carla's
"Dividend Optimizer" Portfolio focuses on high-quality, stable
investment ideas with yields of at least 6% at the time they are
added to the portfolio.
|
Security
(Symbol) |
Date
Added |
Current Div.
Yield |
Total
Return |
Freq. |
|
Real
Estate |
|
|
|
|
|
Real Estate Pick
#1 |
09/13/04 |
6.4% |
+11.1% |
Quarterly |
|
|
Bonds/Preferreds |
|
|
|
|
|
Preferred #1 |
01/22/08 |
5.2% |
+12.4% |
Monthly |
|
Preferred #2 |
03/24/08 |
8.8% |
+16.8% |
Monthly |
|
Preferred #3 |
01/21/09 |
7.8% |
+25.8% |
Quarterly |
|
Exchange-Traded Bond |
03/11/09 |
6.8% |
+18.2% |
Quarterly |
|
|
Master
Limited Partnerships |
|
|
|
|
MLP #1 |
09/15/05 |
6.5% |
+63.3% |
Quarterly |
|
MLP #2 |
02/20/07 |
6.6% |
+29.0% |
Quarterly |
|
MLP #3 |
04/15/09 |
6.3% |
+45.4% |
Quarterly |
|
MLP #4 |
08/25/09 |
8.7% |
+7.5% |
Quarterly |
|
|
Common
Stock & ADRs |
|
|
|
|
Pharmaceutical Co. |
02/19/09 |
5.0% |
+25.6% |
Quarterly |
|
Electric Utility |
08/25/09 |
5.4% |
+10.3% |
Quarterly |
|
Telecom Co. |
11/25/09 |
8.0% |
+0.4% |
Quarterly |
|
Telecom Co. |
11/25/09 |
6.6% |
-6.6% |
Quarterly |
|
|
Start building your dividend
portfolio today
If you're ready to supercharge your cash flow with Carla's
high-yield winners, start your $39.50 subscription to
High-Yield Investing today.
Not only will you get the names and ticker symbols of all of the stocks
listed in her model portfolios above, but you'll also get
Carla's latest issue of High-Yield Investing with her
latest find, a unique security that is paying 9.4% right now.
By the way... since Carla focuses on dividend safety as much as yield, you
can sleep well at night knowing that you're investing in only
the safest high-yield plays on the market.
A rich stream of income and peace of mind -- that's worth $39.50, isn't it?
If
you agree with me, click here right now.
|
Good Investing, |
 |
|
|
|
Paul Tracy |
|
StreetAuthority, Co-Founder &
Investment Director |
|