March 2010 Trading

It's been a while, but finally a good month! Good realized gain, good dividends, decent turnover and I'm still invested at about 70% in some good positions with decent upsides (although I have a small unrealized loss at this writing). I earned 12.5% on the turned-over funds and 3.64% on all available funds. I'd characterize this as my third best month to date.

I sold the following:

• Lockheed Martin Corp - I held some of these shares over 6 months, but this was by far the biggest contributor to realized gain for the month.
• Marathon Oil Corp - Small holding, but turned over fairly quickly at a nice gain.

I currently hold the following:

• Exxon Mobil - Up 0.2% - Up and down, but no serious opportunities to sell yet.
• FPL Group - Down 0.9% - Still in negative territory, but way up from recent lows and moving in the right direction.
• Exelon Corp - Down 2.7% - I don't think this was in the black all month, but up from lows as well
• FirstEnergy Corp - Up 0.9% - Small holding.
• National Grid PLC - Up 3.6% - Small holding bought at an attractive price. Div paid semi-annually, so this represents a deviation from typical purchase. But goes ex-div in about 3 months.
• Public Service Enterprise Group, Inc. - Up 0.6% - Another small holding at a good price. I've held this in the past too.

I collected dividends on the following:

• Marathon Oil Corp
• Exxon Mobil
• Exelon Corp
• Lockheed Martin Corp