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+--- Thread: Your Top Ten Holdings--2019 (/showthread.php?tid=1820)
RE: Your Top Ten Holdings--2019 - rayray - 07-29-2019
In fenders list I wasn't familiar with AEP so I looked them up...interesting read with lots of great pictures--History!
https://www.aep.com/Assets/docs/about/AEPHistoryBook-BoundlessEnergy.pdf
RE: Your Top Ten Holdings--2019 - Ron Ricco - 07-29-2019
Here are mine
JNJ
LMT
O
MCD
KMB
TGT
ORI
MDP
PG
AVGO
RE: Your Top Ten Holdings--2019 - fenders53 - 07-29-2019
(07-29-2019, 02:24 AM)Binary Wrote: Actually largest holding (15.25%) is an ETF
Same here, but that's cheating lol. I have a couple index mutual funds that top the list. And a few bond funds, but I don't want you guys to fall asleep reading my posts.
RE: Your Top Ten Holdings--2019 - fenders53 - 07-29-2019
(07-29-2019, 02:31 AM)rayray Wrote: In fenders list I wasn't familiar with AEP so I looked them up...interesting read with lots of great pictures--History!
https://www.aep.com/Assets/docs/about/AEPHistoryBook-BoundlessEnergy.pdf
One of the best Utes in the country IMO. I actually owe Jim Cramer for this one lol. He's had the CEO on his show a number of times over the years. AEP has been able to grow better than the average UTE, without putting themselves at increased risk like SO etc. Looks like its going to take more time, but I will build it up to a top 5 position in the end. I've been selling AEP puts for a year, but they keep expiring worthless because UTES just won't pull back. So I take the income for now and try to remain patient. I would have been just as well off to buy more a year ago, but my crystal ball has failed me once again.
RE: Your Top Ten Holdings--2019 - ChadR - 07-29-2019
Good idea to revisit this during the year.
My top ten in January:
1. MSFT
2. NSC
3. MCD
4. PAYX
5. AAPL
6. PG
7. PM
8. O
9. PEP
10. SBSI
Current top 10:
My top ten:
1. MSFT
2. NSC
3. PAYX
4. MCD
5. AAPL
6. PM
7. PG
8. O
9. PEP
10. INTC
Very little change for me. Though I haven't been adding to any of my top 10 except for dividend reinvestments.
RE: Your Top Ten Holdings--2019 - Otter - 07-29-2019
My top 10 in January (by percentage of portfolio income generated):
1. XOM
2. LLY
3. MRK
4. CVX
5. T
6. VZ
7. JPM
8. BA
9. BPY
10. CNP
My top 10 now (by percentage of portfolio income generated):
1. XOM
2. LLY
3. CVX
4. MRK
5. T
6. JPM
7. VZ
8. BA
9. MO
10. PM
RE: Your Top Ten Holdings--2019 - Dividend Watcher - 07-29-2019
The January numbers:
(01-02-2019, 06:55 PM)Dividend Watcher Wrote: My portfolio (in descending value) along with percentages of total portfolio value:
ABBV (6.8%)
MSFT (6.6%)
PEP (5.3%)
MCD (5.3%)
RTN (5.2%)
ROST (4.5%)
DE (3.9%)
CVX (3.9%)
INTC (3.6%)
AFL (3.5%)
Total (48.6%)
Cash (0.4%)
My wife's portfolio (same order as above):
MCD (6.7%)
AFL (5.4%)
MSFT (5.1%)
AMGN (4.7%)
NSC (4.7%)
JNJ (4.7%)
O (4.2%)
EMR (4.2%)
KO (4.1%)
HAS (4.0%)
Total (43.1%)
Cash (0.9%)
As of 7/26/19 my portfolio:
MSFT (7.8%)
MCD (5.4%)
RTN (5.4%)
PEP (5.3%)
ROST (4.9%)
ABBV (4.3%)
DE (3.8%)
CVX (3.7%)
AFL (3.5%)
INTC (3.3%)
Total: 47.4%
Cash: 0.7%
As I stated earlier, no new money was added except for the few DRIPs. Also took the accumulated to add to my smaller positions when value was good.
My wife's portfolio consisted of:
MCD (6.4%)
MSFT (5.6%)
AFL (5.1%)
HAS (4.8%)
NSC (4.8%)
SBUX (4.1%)
T (3.9%)
WELL (3.8%)
JNJ (3.7%)
KO (3.7%) tied with O (3.7%) within a couple bucks
Total: 42.2%
Cash: 0.1%
We did some shifting around in her portfolio in the spring and momentum moved most of the new entries this time around.
RE: Your Top Ten Holdings--2019 - rayray - 01-01-2020
Good morning fellow DGI'ers welcome to the roaring 20's!!
my top 10 is now
1) AAPL 7.68%
2) GILD 5.44
3) MKL 4.51
4) MO 3.43
5) V 2.74
6) QCOM 2.66
7) BMY 2.67
8) ABBV 2.46
9) NVDA 2.45
10) KR 2.44
Beginning of 2019 below
1) GILD (6.19)
2) MKL (5.38)
3) AAPL (4.84)
4) MO (3.71)
5) CELG (3.69)
6) ABBV (3.10)
7) KR (3.06)
8) XOM (2.94)
9) BRK.B (2.81)
10) V (2.58)
RE: Your Top Ten Holdings--2019 - EricL - 01-01-2020
Here are my top holdings as we start 2020.
1. DLR 4.40%
2. LMT 3.24%
3. ABT 2.90%
4. AAPL 2.79%
5. O 2.78%
6. OHI 2.73%
7. LOW 2.72%
8. MSFT 2.63%
9. D 2.63%
10. T 2.61%
RE: Your Top Ten Holdings--2019 - NilesMike - 01-01-2020
1) UG 11.3%
2) Flo 10.6%
3)KO 7.65%
4) MO 7.5%
5) O 6.2%
6) PM 5.6%
7) MET 5.4
8) HD 5.2%
9) ADM 4.9%
10) D 4.9%
RE: Your Top Ten Holdings--2019 - fenders53 - 01-01-2020
I don't even want to update this thread right now. I think NilesMike will "get this". I started the year with a nice DGI top 10. Sold well over 300 puts and calls in 2019. The income was awesome but I got called out of some of my best stocks way before they topped. I could have done better if I'd known the S&P would run so hard. Many of my stocks made a 30-50% run and I never dreamed that would happen with recession fears supposedly looming. I'll get the DGI back to right as soon when the bull run takes a rest eventually. For now my top 10 is mostly utilities, pharma, AMZN, a few defense stocks and a ton of cash. I guess it could be worse. I lost my core positions for now... AAPL, HD,BMY,MO,CVS and a couple more. It might take all of 2020 to get it back to right but my gut says be patient after this run. I share my strategy's victories and feel like I should share the downside as well or I'm not being an asset to the forum.
RE: Your Top Ten Holdings--2019 - Binary - 01-02-2020
So right now this is my top 10:
1. MMM (6.43%)
2. PM (5.92%)
3. ABBV (4.33%)
4. EMN (4.02%)
5. WBA (3.43%)
6. MO (3.11%)
7. TXN (3.08%)
8. SPG (2.27%)
9. VTR (2.08%)
10. ITW (1.99%)
Here it is from last year for reference:
1. PM
2. ITW
3. TXN
4. T
5. ABBV
6. PEP
7. WPC
8. BEN
9. VTR
10. EMN