The Rose 93 Stock July Portfolio Update: Delightful Spicy Dividends Up 60.2% From 2017

I received 60.2% more income in this past July than I did in 2017. It is up hugely secondary to adding Regulated Investment Companies (RICs) and some preferred income with high yield from numerous sectors. They are spicy yummy income providers.
Dividends/distributions or income for the portfolio is now the desired main outcome to continue with a happy retirement.

RICs add Spicy Income These type of investments should be evaluated and invested in differently than common stock. Generally they have distributions and not dividends as they are required to distribute 90%+ of their taxable pass-through income and are rarely found on any type of rising continuous dividend payer list.
The lack of dividend continuity and commensurate risk in price volatility is rewarded to the investor through a higher “spicy” yield.
I can also attribute some of that to dividend growth. However, as Jethro on the old TV show from the 1960s "The Beverly Hillbillies" would say, let me take a few hours to do the “ciphering”.

I will not take the time, but hope you understand it would be more complex than my mind wants to consider. The list presented below shows the current 93 holdings in the Rose Portfolio alphabetically by stock ticker:

I have included some credit ratings as well, as I believe in knowing the quality of my investments. If there is no rating, it most likely is a RIC and is not followed or even rated by most analysts. The... Read more