The portfolio is starting to come along nicely and dividends picking pace to a meaninful amount.
I added 1476 shares of Gryphon Capital Income Trust (GCI)
Added 615 shares of Qualitas Real Estate Income Fund (QRI)
Sold all shares held of Metrics Income Opportunities Trust (MOT) and Metrics Master Income Trust (MXT) for a capital gain of $2,893 and leaves me with $117,714 to re allocate to income earning shares.
| Company | Quantity | Cost | Market Value | Gain/Loss % | Yield |
|---|---|---|---|---|---|
| CROMWELL PROPERTY | 6409 | 3,021 | 2,499 | -17.27% | 7.9% |
| GCI | 5878 | 11,973 | 11,873 | -0.83% | 8.27% |
| KKC | 4774 | 10,976 | 11,219 | 2.21% | 8.52% |
| PLATO | 54192 | 59,990 | 65,030 | 8.4% | 5.45% |
| QRI | 45908 | 46,908 | 47,927 | 0.33% | 8.2% |
| 132,868 | 138,548 | 3.61% |
Dividends received May 2024
GCI $87.58
KKC $79.72
MOT $517.98
MXT $91.45
PL8 $425.80
QRI $336.70
Tot: $1539.23
Total dividends for 2024 so far is $6404
I hope anyone reading this is inspired or at least intrigued enough to start persuing their own plans for passive income and early or better retirement.
Happy investing.