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Alpine Total Dynamic Dividend F Message Board

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  • dreedva dreedva Aug 7, 2008 10:45 AM Flag

    Let's pretend

    A strategy that looks good on paper isn't always that easy to execute. A DIV capture strategy implemented in a generally benign or rising market holds promise if you have a truly great portfolio management team. Too much trouble for most of us.

    I did a quick review of the "latest" 114 holdings of AOD. While they are good name stocks, only a handful have a payout greater than 5%. Hard to capture 18% with that and maintain NAV. And, as I said before, who knows what's in the portfolio today? I suspect that the AOD managers simply rotate the same stocks in and out, and hope for a little recovery after x-div. (As noted before, not working too well right now.)

    With the 40% decline in NAV, we now need a 66% gain just to get back to $20. Not looking good for the foreseeable future. Looks like a risk vs pain situation for a while. That said, AOD actually does hold a portfolio of solid stocks that could hold up their value. But, they'll have to discontinue their churning for that to happen. And, of course, that pretty much does the dividend in.

    Not jumping in yet.

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