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+--- Thread: Jason's DG Portfolio (/showthread.php?tid=451)
Jason's DG Portfolio - Jason - 03-17-2014
Here is my Dividend Growth Portfolio that was started in 2012. As of today it yields 3.94%.
KO Beverages-Non-alcoholic
PEP Beverages/Snack Food
BAX Drugs
DE Farm Equipment
GIS Food Processing
AFL Insurance
BBL Mining/Oil&Gas
XOM Oil & Gas
CVX Oil & Gas
Bp Oil & Gas
COP Oil & Gas
KMI Pipeline
NSC Railroad
CSX Railroad
HAS Recreation
HCP REIT-Health Care
OHI REIT-Health Care
O REIT-Retail Stores
TGT Retail-Discount
MSFT Technology-Software
T Telecommunications
VZ Telecommunications
MO Tobacco
PM Tobacco
WEC Utility-Electric/Gas
AVA Utility-Electric/Gas
So Utility-Electric/Gas
I have learned much in the past couple of years. I know going forward there will be many more lessons to be had. However, with Dgi, I no longer stress over the ups and downs of my portfolio's value. Now I focus on increasing my monthly income and buying stocks at a good value. I am looking forward to ten or fifteen years from now when compounding really begins to take effect.
RE: Jason's DG Portfolio - rnsmth - 03-17-2014
Nice looking portfolio. I have 11 of those in my 35 position dividend compounding machine
RE: Jason's DG Portfolio - Jason - 03-17-2014
(03-17-2014, 07:34 PM)rnsmth Wrote: Nice looking portfolio. I have 11 of those in my 35 position dividend compounding machine
Thanks. I may eventually get to 35.
RE: Jason's DG Portfolio - EricL - 03-17-2014
I agree, nice work on the portfolio. I own 13 of these in my 50 position machine and a few of the others in another account.
Have MAT over HAS, UNP over CSX, DPS over PEP but I think they are all pretty similar values.
Thanks for sharing.
RE: Jason's DG Portfolio - Dividend Watcher - 03-17-2014
Yes, very nice Jason.
I have 12 of them. If I include the wife's, we overlap by 15.
What do you think of BBL's outlook? I've been looking at some basic materials and then end up hemming & hawing over the risks of the cyclicality. Did own APD but, when Will Ackman bought a big stake, and with a 25% gain in a little over a month, I sold it.
I see you have a large holding allocation to the oil patch. Are these smaller positions or do you favor the sector?
RE: Jason's DG Portfolio - Jason - 03-18-2014
(03-17-2014, 11:18 PM)Dividend Watcher Wrote: Yes, very nice Jason.
I have 12 of them. If I include the wife's, we overlap by 15.
What do you think of BBL's outlook? I've been looking at some basic materials and then end up hemming & hawing over the risks of the cyclicality. Did own APD but, when Will Ackman bought a big stake, and with a 25% gain in a little over a month, I sold it.
I see you have a large holding allocation to the oil patch. Are these smaller positions or do you favor the sector?
I was kind of speculating on BBL when I purchased it. It does give me exposer to the miners and also overseas. I will probably hold as long as it continues to increase its dividend and earnings. Going forward I feel BBL is the best positioned to succeed in the materials sector.
I am a little heavy with oil companies but they are not all equal positions. BP was also a spec play but it will probably be a good dividend raiser going forward. Im not married to any of them, but as long as they keep putting out the dividends then I wont file for a divorce.
RE: Jason's DG Portfolio - Dexter - 03-18-2014
Cool portfolio thanks for sharing.
I have 7 of those, but there are plenty there which I would love to own as well.
I agree focusing on the income stream is a good idea. This helps you pay less attention to the ups and downs of the market.
RE: Jason's DG Portfolio - Jason - 11-14-2014
My Updated Portfolio 11-14-2014
Symbol Weight
t 4.73%
cop 4.18%
mat 0.41%
O 6.22%
pm 6.81%
ko 6.26%
CVX 5.33%
AVA 3.57%
AFL 0.69%
has 2.32%
vz 4.00%
nsc 4.37%
pep 4.09%
ohi 3.74%
tgt 1.97%
bp 2.40%
arcp 1.56%
xom 2.00%
hcp 2.62%
wec 3.04%
mo 4.60%
bbl 2.42%
so 3.56%
msft 3.47%
kmi 4.46%
csx 0.89%
gis 2.34%
bax 3.05%
ul 0.07%
mcd 0.07%
ge 1.37%
de 3.39%
Recent additions are Ge,Mat, UL, and ARCP. Every single one raised their Dividend this year and some even raised it twice. Next year may be a different story due to the ARCP debacle. Not a company I should have invested in to start with since it fails to meet my investing criteria. However, I didn't bet the farm on it so we shall see how things shake out.
Couldn't be happier with my choice to become a dividend growth investor. I appreciate this forum and thank everyone for sharing their knowledge and thoughts.