I made all my moves and hopefully I have things better balanced with less risk for my High Yield Portfolio. The yield is still high but at more moderate at about 8% versus the 12% in the prior mix. The safety of the dividends and distributions are much safer although still at a higher risk of a cut than my other two portfolios. It has reduced my projected annual income quite a bit but that income should be more stable.

Here’s a list of what I sold

• USA Compression Partners (USAC)
• Orchid Island Capital (ORC)
• Companhia Paranaense de Energia(ELP)
• Sprague Resources LP (SRLP)
• FS KKR Capital Corp. (FSK)
• Cherry Hill Mortgage Investment Corp.(CHMI)
• Icahn Enterprises L.P. (IEP)

Here’s a list of what I purchased

• Arbor Realty Trust (ABR)
• American Finance Trust (AFIN)
• Antero Midstream (AM)
• Oaktree Specialty Lending Corp. (OCSL)
• SLR Investment Corp. (SLRC)
• Kinder Morgan (KMI)
• Pembina Pipeline (PBA)
• Weingarten Realty (WRI)
• Starwood Property Trust (STWD)

I’ll be updating my portfolio page soon to reflect the changes