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Friday, September 30, 2022 1:13:06 PM
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W.P. Carey (WPC) has been in my "Sandbox Stocks" portfolio for several years now. It's a contributor to cash flow via a dividend of around 6%/yr. It was also chosen, being a REIT, as a place to have some anti-inflation hedge and some slow growth. In other words, Total Return. The histogram shows how it's gone so far.
It's not a hyper trader, but as you see, it's opportunistically been traded. Generally the method is trading the appropriate way on the appropriate side of the 26 Week Moving Average. It has done an excellent job of managing Cash Reserves through time while picking off trades at nice inflection points. Yesterday was the first time it's added shares since Fall of 2020. Two subsequent sales kept the Cash Reserve near my ceiling target of 20% of investment +cash value. Note that the dividends are NOT included in the displayed cash level. Those levels are just from the trades.
As of this latest trade, there are more shares in this holding than were purchased at the Start (+16% more shares). Cash Reserve (exclusive of dividends) is 50% higher than the start.
Total Return = Price Appreciation over time + Dividend Capture over time + Profitable Volatility Capture over time.
OAG Tom
Buy from the Scared; Sell to the Greedy.....
Recent WPC News
- W. P. Carey to Release Second Quarter 2024 Financial Results on Tuesday, July 30, 2024 • PR Newswire (US) • 07/17/2024 11:30:00 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 07/10/2024 11:36:49 AM
- W. P. Carey Announces Departure of President John Park • PR Newswire (US) • 07/10/2024 11:30:00 AM
- W. P. Carey Earns 2024 Great Place to Work Certification™ in the U.S. and Europe • PR Newswire (US) • 07/08/2024 11:30:00 AM
- Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses • Edgar (US Regulatory) • 06/18/2024 09:23:35 PM
- W. P. Carey Inc. Announces Pricing of $400 Million of Senior Unsecured Notes • PR Newswire (US) • 06/18/2024 08:05:00 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 06/18/2024 01:14:39 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 06/14/2024 08:07:08 PM
- Form S-8 - Securities to be offered to employees in employee benefit plans • Edgar (US Regulatory) • 06/14/2024 08:04:07 PM
- W. P. Carey Increases Quarterly Dividend to $0.870 per Share • PR Newswire (US) • 06/13/2024 08:30:00 PM
- W. P. Carey Announces Closed and Committed Investments Totaling $258 Million • PR Newswire (US) • 06/03/2024 10:00:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/16/2024 08:10:20 PM
- W. P. Carey Releases 2023 ESG Report • PR Newswire (US) • 05/13/2024 08:05:00 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 05/09/2024 08:13:07 PM
- Form 305B2 - Filing [Trust Indenture Act] • Edgar (US Regulatory) • 05/08/2024 09:28:16 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/08/2024 09:25:56 PM
- Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses • Edgar (US Regulatory) • 05/07/2024 08:15:21 PM
- W. P. Carey Inc. Announces Pricing of €650 Million of Senior Unsecured Notes • PR Newswire (US) • 05/07/2024 08:05:00 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 05/07/2024 10:05:19 AM
- W. P. Carey Announces First Quarter 2024 Financial Results • PR Newswire (US) • 04/30/2024 08:05:00 PM
- W. P. Carey to Release First Quarter 2024 Financial Results on Tuesday, April 30, 2024 • PR Newswire (US) • 04/10/2024 11:30:00 AM
- W. P. Carey Selected as 2024 Green Lease Leader • PR Newswire (US) • 04/04/2024 11:30:00 AM
- W. P. Carey Releases 2023 CEO Letter • PR Newswire (US) • 04/01/2024 11:30:00 AM
- W. P. Carey Appoints Rhonda Gass to Board of Directors • PR Newswire (US) • 03/18/2024 11:30:00 AM
- W. P. Carey Increases Quarterly Dividend to $0.865 per Share • PR Newswire (US) • 03/14/2024 08:30:00 PM
Greenlite Ventures Completes Agreement with No Limit Technology • GRNL • Jul 19, 2024 10:00 AM
VAYK Expects Revenue from First Airbnb Property Starting from August • VAYK • Jul 18, 2024 9:00 AM
North Bay Resources Acquires Mt. Vernon Gold Mine, Sierra County, California, with Assays up to 4.8 oz. Au per Ton • NBRI • Jul 18, 2024 9:00 AM
Nightfood Holdings Signs Letter of Intent for All-Stock Acquisition of CarryOutSupplies.com • NGTF • Jul 17, 2024 1:00 PM
Kona Gold Beverages Reaches Out to Largest Debt Holder for Debt Purchase Negotiation • KGKG • Jul 17, 2024 9:00 AM
Avant Technologies Welcomes Back Former CEO with Eye Toward Future Growth and Expansion • AVAI • Jul 17, 2024 8:00 AM