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The Long Portfolio

I’ve had some requests to reveal my full long stock portfolio.

music selection:  “Up All Night” — Hinder

weigh-in:  215.4 +1.8

A large portion of my strategy relies on buy and hold high yield investments.  This is mostly in the form of Closed End Funds (CEF) and Master Limited Partnerships (MLP).  This is how I am able to make most of my budget without needing to trade.  That is an important element because sometimes the market isn’t offering any favorable trades and I need to sit on my hands waiting for a fat pitch.

LONG PORTFOLIO

TICKER GAIN BASIS OPTIONS WHAT
AFSI        (1,308)        (10,500.00) Y Insurance
AGC          584        (3,213.45) N Convertible bonds CEF
AMLP          1,182        (19,725.00) N Alerian MLP index
AWP          1,898        (10,002.46) N Alpine Global CEF
CNXC        3,098        (3,494.08) N Coal MLP
EFR            98      (4,997.68) N Floating Rate CEF
EOG            400        (9,500.00) Y Low Cost Shale Driller
ERICK            (997)        (1,042.40) N Shares received in lieu of bonds in BR
EXXI            (167)            (489.29) N Shares received in lieu of bonds in BR
GE            (351)        (9,150.00) Y General Electric
GEL            (477)        (7,500.00) Y Oil and Gas MLP
GIM          (448)      (20,001.03) N Intl Short duration bond CEF
GLO        1,957      (9,999.64) N Clough Global CEF
HNW            524        (2,513.95) N Pioneer CEF
IGD        1,885        (17,971.20) N Voya CEF
IIM            33        (1,695.83) N Value municipal CEF
IQI          273        (1,664.17) N Municipal CEF
JPS        8,758        (19,998.45) N Preferred shares CEF
JRO          2,457        (15,000.00) N Senior variable debt CEF
MON          188        (9,970.20) N Monsanto merger arbitrage play
MORL          2,847        (29,280.00) N Double levered mREIT ETN
NEA          205        (1,709.32) N Municipal CEF
NVDA          2,374        (10,800.00) Y Nvidia – growth stock
NVG            163        (1,692.97) N Municipal CEF
NYRT        (1,320)        (10,009.44) N NY REIT – Liquidation play
OXLC          420        (5,658.49) N Oxford Lane Capital BDC
PCI          555        (2,523.30) N PIMCO CEF
PMT          1,250        (10,011.60) Y Penny Mac REIT
QCP            158            (894.00) N REIT received from spinoff
REM          845        (4,088.30) N Unleveraged mREIT ETN
SDLP            263        (4,862.00) Y Seadrill MLP
SXCP            (606)        (10,000.00) N Coal MLP
TCEHY            435        (5,052.84) N Tencent – Facebook of China
TRV          252        (9,997.70) N Traveler’s Insurance
TWO          6,770        (24,594.98) Y Two Harbors REIT
Grand      34,037     (309,603.77) /

Devour your prey raptors!

{ 5 comments… add one }
  • MD May 15, 2017, 5:24 pm

    Haha, hey thanks Lizard! appreciate you sharing it 😉 Will took it as inspiration and see what to make of it! Cheers.)

  • financialfreedomsloth May 16, 2017, 6:14 pm

    With a long portfolio, mixed with junk bonds and then short selling on some stock it seems to me as you get your inspiration form the hedge fund model of Alfred Jones with some Buffett thrown in for good measure.

    • The Lizard King May 16, 2017, 7:44 pm

      Haha. I find inspiration from lots of places and go where the market is rich.

  • JW June 15, 2017, 11:58 pm

    Hey Liz King!

    Kind of a loaded question but how do these names even come up on your radar? What type of DD are you conducting on these names?

    It’s amazing how your portfolio has grown so fast, despite net withdraws!
    Thanks
    JW

    • The Lizard King June 16, 2017, 1:27 am

      Some come from my own screens and others come from for pay subscription services I have. I like Stansberry products best.

      The market has certainly been treating me well!

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