| Portfolio Liquidated 11/14/2012 Ending Value $111,202.66 The Yield Hunter Canadian Income Model Portfolio NEW 6/15/2011 2012 Balance 1/3/2012 $102,007 Value 11/06/2012 $116,311.20 2012 Gain/Loss as of 11/06/2012 14% Approximate Percentage Invested 11/06/2012 65% 2011/2012 Beginning Balance 6/15/2011 $100,000 Value 11/06/2012 $116,311.20 Gain/Loss Since 6/15/2011 16.3% |
Copyrights 2006-2012 SGM Publishing |
This is a portfolio that is entirely composed of Canadian Income Issues. The portfolio is diversified by various industries,
Most Canadian Issues are now corporations (versus the previous trust structure of many income issues) and thus do not
have the withholding taxes of 15% applied as they had as trusts.
All of the issues in the portfolio trade on the 'pink sheets' in the U.S., but all trade primarily in Toronto. It is critical to
use limit orders when buying or selling these issues on the 'pink sheets' as spreads can be very wide and volumes are
relatively lite.
The intent of this portfolio is to primarily generate monthly income, with a secondary goal of capital gains.
We will assign no earnings to cash balances in the portfolio.
NOTE--Most of these issues trade on the 'pink sheets' in the U.S.--volume is thin and limit orders should be used to buy
or sell.
To check on the particular company just click the company name to go to the company website.
Most Canadian Issues are now corporations (versus the previous trust structure of many income issues) and thus do not
have the withholding taxes of 15% applied as they had as trusts.
All of the issues in the portfolio trade on the 'pink sheets' in the U.S., but all trade primarily in Toronto. It is critical to
use limit orders when buying or selling these issues on the 'pink sheets' as spreads can be very wide and volumes are
relatively lite.
The intent of this portfolio is to primarily generate monthly income, with a secondary goal of capital gains.
We will assign no earnings to cash balances in the portfolio.
NOTE--Most of these issues trade on the 'pink sheets' in the U.S.--volume is thin and limit orders should be used to buy
or sell.
To check on the particular company just click the company name to go to the company website.
2011 Dividends/Interest Received
| The Yield Hunter Let's Make some money and sleep well at night In our 7th Year |
2012 Dividends/Interest Received
| 2009/2010/2011/2012 Model Portfolios High Yield Portfolio--Live High Quality Portfolio-Live Blended Quality Portfolio-Live Canadian Income Portfolio-Live |
Real Estate Investment Trusts 'REIT's - Alpha
Real Estate Investment Trusts 'REIT's" - By Yield
Real Estate Investment Trusts 'REIT's' - Preferred
Real Estate Investment Trusts 'REIT's" - By Yield
Real Estate Investment Trusts 'REIT's' - Preferred