Judy Alster, Senior Analyst, 21st Century Investor

Sold: Half of ING Global RE and Compass Diversified; Portfolio 1 Closes with a Gain

Sold:  In the Dividend Portfolio, REIT ING Global Real Estate (IGR) closed below its stop of $12.77 for a first-half loss, with dividends, of $3.53 a share or 18.6% . . . Our Jan. 4 position in business development firm Compass Diversified Holdings (CODI) closed below its first-half stop for a loss, with dividends, of $2.90 a share or 19.7% . . . For those readers holding Pengrowth Energy (PGH) in Portfolio 1, which has been closed to new recommendation, I'm selling Pengrowth (hypothetically -- no real money changes hands here) at today's $22.75 for a gain, with dividends of $4.15 a share or 18%. Pengrowth pays an excellent dividend; although I'm closing the portfolio, you may still want to keep this stock.

Please note:  Due to technical difficulties, the 21st Century Investor "Update" was not emailed on June 19, June 24, July 1 and July 2; however, these postings were published on the 21st Century Investor Website. We expect to have the situation resolved soon.

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