April 2010 Trading

It was a fairly good month.  OK yield (7.24% on turnover, 1.8% on available funds).  Ok realized gain (6th highest in 12 months).  But I'm underwater on my outstanding holdings with 3 of five holding in the red and the other two are barely in the black. 

I sold the following:

• National Grid PLC
• Public Service Enterprise Group, Inc.
• FPL Group

I currently hold the following:

• Exxon Mobil - Up 1.4% 
• Exelon Corp - Down 3.2%
• FirstEnergy Corp - Up 0.1% - bought in additional shares during the month
• Telecomunicacoes de Sao Paulo - Down 2.5% - New holding
• Telecommunications Systems - Down 3.1% - Tiny holding.  Was up 14% earlier this week, but dropped dramatically after earning call.

No dividends were collected, but Exxon, Excelon and FirstEnergy are due to go ex-dividend in the next two weeks.