Updated all portfolios

It’s been about a year since I updated the spreadsheets on my portfolios. There have been some changes since May of last year that I never blogged about. You can view the complete portfolio here or you can see each individual portfolio following the links below.

Here are some changes to my Low Yield Portfolio

Sold

  • Knife River Corp (KNF)
  • 3M (MMM)
  • Albermarle (ALB)
  • MDU Resources (MDU)
  • Leggett & Platt (LEG)

Purchased

  • Main Street Capital (MAIN)
  • International Paper (IP)
  • Interpublic (IPG)
  • Community Healthcare (CHCT)
  • Cohen & Steers Infrastructure Fund (UTF)
Here are some changes to my Medium Yield Portfolio

Sold

  • Necessity Retail REIT (RTL)
  • Knife River Corp (KNF)
  • 3M (MMM)
  • MDU Resources (MDU)
  • Medical Properties Trust (MPW)
  • Net Lease Office Properties (NLOP)
  • Leggett & Platt (LEG)

Purchased

  • Highwoods Properties (HIW)
  • Ares Capital (ARCC)
  • International Paper (IP)
  • WEC Energy (WEC)
  • DNP Select Income Fund (DNP)
Here are some changes to my High Yield Portfolio

Sold

  • Necessity Retail REIT (RTL)
  • KKR Real Estate (KREF)
  • Medical Properties Trust (MPW)

Purchased

  • Eeaves Utility Income Fund (UTG)
  • Ares Capital (ARCC)
  • Cross America Partners (CAPL)

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