Jul. 3 at 2:53 PM
$OXLC currently holding 20,000 shares in our shared portfolio with a current yield of 25.59% @
$4.22/share with a
$3.89/share basis. I am expecting
$1,800.00/month in dividends which have been declared for another 3 months through Sept. 30th and will hopefully be declared soon for the remainder of 2025 @
$0.09/share. Screenshot of my spreadsheet showing our current holdings in our 'his & hers' Roth IRAs. Used to be heavily weighted to extremely high-yielding etfs, but recently changed some positions.
Second screenshot shows the 25.59% yield getting augmented by the gain of
$6,519.25 making the annualized yield 36.11% and then factoring in annual income with total cost shows Yield on Cost is 27.73%.
Just numbers.
Third screenshot is just bonus numbers for the OX.
So, plan from here is this; about half of the drip shares from
$CLM dividends will be left to accumulate, subsequently increasing monthly income and lowering my basis.
I think we'll hang on to this one for a little while.
