Gerald01 Portfolio 1

Description:

Designed for high dividend payouts exceeding 10%. Focus is on Share quantities not growth. Objective is not to drawn down principle but use dividends only to supplement SSOC.

Moderate attention paid to % payout. Where Payout exceeds 100%, constant monitoring required. As stocks grow in value (mostly closed in funds), they are sold and the proceeds to buy more shares of a lower cost fund.

Constant attention is given to the accumulative dividend growth.
SymbolStart PriceReturn Value
AAV$10.35-72.66%
ACAS$36.83-75.10%
CZN$13.07Symbol No Longer Exists
DOM$21.59-62.71%
FRO$47.98-88.79%
HTE$20.88-54.93%
SRO$13.80-90.65%
MCGC$10.99-60.42%
MTR$69.10-57.40%
TELOZ$23.00-95.43%
NCT$13.05-48.81%
EDD$16.63-10.64%

Average Return: -65.23%

Success Rate: 0.00%

Tracking Started: 11-30-2007

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