Stocks: REITs

Today’s Trades: HASI, GLU, UBER, NLCP

Today’s Trades: GLU, NLCP, FBTC

Had some available cash, so I added to three positions today:

My Entire Portfolio, View While Link is Still Available!

Sharing my entire portfolio, comments appreciated! Ranked by dividend yield; includes my stock/eft shortlist and CEF shortlist. docs.google.com/spreadsheets/d

I have mostly high yield stocks, ETFs, CEFs, and T-Bills.

Some growth stocks like TSLA, AAPL.

Not included on the spreadsheet are my covered call and cash-secured put options.

Comments appreciated! How many of these do you have?

 

 

Today’s Trade: NNN

Today, since ex-dividend date is in three days, I added a small amount to my position in NNN REIT, Inc.(NNN). NNN is a high quality retail REIT that pays 5.51% dividend and has raised its dividend consistently for 33 years. Rated two green on Seeking Alpha. Currently undervalued, per FastGraphs. Some of their properties are Best Buy, 7/11, Walgreens, Bob Evans, and BJ’s Wholesale Club.

Today’s Trades: AAPL, RQI

My Apple (AAPL) April 175 short put is in the money and expires in a few days, so I rolled it out and down to a May 170 put to give AAPL more time. This resulted in a net debit to me of about $13. The new May put option gives me a 32% annualized yield. I only sell cash-secured put options on stocks I would want to own.

I added to my position in Cohen & Steers Quality Income Realty Fund (RQI). Reasons I’ve had this closed-end fund for quite awhile now:

  • Currently selling at a -5.17% discount
  • Pays me 8.87% monthly
  • Uses no return on capital (ROC)
  • Distribution very steady

Also see: Today’s Trades from 3/25/24