23 Mar, 2021

Weighing the risks of 3 potential new portfolios

As I’ve posted before I have two stock portfolios right now. One is fairly conservative and is an IRA. I’m investing that one for long term growth since I can’t touch it until I hit 59 1/2 years old. The second one carries a little more risk and is invested to bring me monthly income. It is a standard brokerage account and is producing a yield of almost 4.5%. I will be receiving proceeds from the sale of a property and I will need to create a third portfolio that will be much higher risk with a much higher yield in order to increase my monthly income. I’m considering three possibilities.

Portfolio #1

SymbolCompany Name
BTIBritish American Tobacco p.l.c.
CQPCheniere Energy Partners, L.P.
ENBEnbridge
ETEnergy Transfer
IEPIcahn Enterprises L.P.
IMBBYImperial Brands PLC
IRMIron Mountain
KMIKinder Morgan
NLYAnnaly Capital Management
PBAPembina Pipeline
RIORio Tinto Group
TAT&T
TEFTelefónica, S.A.
TRPTC Energy
WMBWilliams

Here is the breakdown. The annual yield I will expect on this is about 7.7%.

Portfolio #2

SymbolCompany Name
AINVApollo Investment
BPMPBP Midstream Partners LP
DHTDHT Holdings
ETEnergy Transfer
IEPIcahn Enterprises L.P.
IMBBYImperial Brands PLC
MPLXMPLX
NLYAnnaly Capital Management
OKEONEOK
OMPOasis Midstream Partners

Here is the breakdown. I expect to see a yield of about 11%.

Portfolio #3

SymbolCompany Name
BKCCBlackRock Capital Investment Corporation
DHTDHT Holdings
FSKFS KKR Capital Corp.
GEOGEO Group
IEPIcahn Enterprises L.P.
ORCOrchid Island Capital
PSXPPhillips 66 Partners
SHLXShell Midstream Partners
SRLPSprague Resources LP
USACUSA Compression Partners

Here is the breakdown. I expect to see a yield of about 13.5%.

Each portfolio is risky and will require more attention to the world economy than I’m accustomed. Each one is also heavily weighted in the energy sector which is a problem. I’m interested in any opinions on these three portfolio.

My purpose is to not lose principle but increase my monthly income. I will dive a little deeper into the three portfolios in the coming days.

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About : Kevin Bae

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