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+--- Thread: Portfolio Tracking (/showthread.php?tid=793)
RE: Portfolio Tracking - EricL - 01-16-2015
Some other potential ideas include Qualcomm (QCOM), AT&T (T), General Electric (GE), and Emerson Electric (EMR).
RE: Portfolio Tracking - rapidacid - 01-16-2015
I plan on initiating a position in STX next
![[Image: Xaz6xjg.png]](https://i.imgur.com/Xaz6xjg.png)
RE: Portfolio Tracking - DividendDragon - 01-16-2015
Out of interest what price did you get MO at?
I must admit IBM is tempting.
Everything looks solid except for the fact I think it's a dinosaur that's going to struggle in years to come :/
Tech is moving fast (as always). IBM's cloud platform prospects seem a lot weaker than competitiors at the moment. They seem slow to act and too big to adapt?
RE: Portfolio Tracking - benjamen - 01-16-2015
(01-16-2015, 03:14 PM)Lewys120 Wrote: Out of interest what price did you get MO at?
I must admit IBM is tempting.
Everything looks solid except for the fact I think it's a dinosaur that's going to struggle in years to come :/
Tech is moving fast (as always). IBM's cloud platform prospects seem a lot weaker than competitiors at the moment. They seem slow to act and too big to adapt?
I picked up MO at $35 a share when the dividend yield was north of 5.4%. With Altria's current yield below 4%, it is starting to get too expensive.
RE: Portfolio Tracking - DividendDragon - 01-16-2015
(01-16-2015, 03:38 PM)benjamen Wrote:(01-16-2015, 03:14 PM)Lewys120 Wrote: Out of interest what price did you get MO at?
I must admit IBM is tempting.
Everything looks solid except for the fact I think it's a dinosaur that's going to struggle in years to come :/
Tech is moving fast (as always). IBM's cloud platform prospects seem a lot weaker than competitiors at the moment. They seem slow to act and too big to adapt?
I picked up MO at $35 a share when the dividend yield was north of 5.4%. With Altria's current yield below 4%, it is starting to get too expensive.
Excellent buy!!!
RE: Portfolio Tracking - benjamen - 01-20-2015
It seems to be getting harder to find good companies that don't have overpriced stocks. This month I picked up shares of GE. I updated the first two posts of this thread to reflect that addition.
RE: Portfolio Tracking - hendi_alex - 01-20-2015
GE's large exposure to oil and gas is mostly providing this buying opportunity, and IMO it IS an excellent buying opportunity! I really like the movement of the company back to its core industrial competency areas. Leave the financial activity to the banks except perhaps as narrow areas where the financial re-enforces its support role to its industrial customers.
RE: Portfolio Tracking - benjamen - 03-19-2015
Picking up my first healthcare sector stock, I purchased JNJ today.
Total stock list: PG, MO, CVX, MSEX, T, BBl, GE, JNJ
Where my dividends originate, broken down by sector:
Consumer Staples 21.4%
Energy 7.2%
Telecommunication Services 19.8%
Utilities 14.4%
Materials 13.4%
Industrials 14.0%
Healthcare 9.8%
I am still missing Consumer Discretionary, Financials, and Info Tech.
RE: Portfolio Tracking - EricL - 03-19-2015
(03-19-2015, 08:08 AM)benjamen Wrote: I am still missing Consumer Discretionary, Financials, and Info Tech.
Consider looking at Ameriprise (AMP), Blackrock (BLK), or T Rowe Price (TROW) in the financial sector. All great companies with excellent track records, and currently trading at decent valuations.
Long AMP.
RE: Portfolio Tracking - benjamen - 05-26-2015
It has been a while since I updated this thread. I have been slammed by unexpected medical bills and repairs for my rental property, so there have been no new purchases. Hopefully, I can resume next month.
Energy: 8% of total dividends
Own: CVX
Watch List: XOM
Materials: 13% of total dividends
Own: BBL (soon to get SOUHV in the demerger)
Watch List: DOW
Industrials: 14% of total dividends
Own: GE
Watch List: EMR, CAT, MMM
Consumer Discretionary: 0% of total dividends
Own: None
Watch List: DIS, TGT, MCD
Consumer Staples: 21% of total dividends
Own: MO, PG
Watch List: PM, KO, PEP, GIS
Health Care: 10% of total dividends
Own: JNJ
Watch List: ABBV
Financials: 0% of total dividends
Own: None
Watch List: WFC, TROW, AFL, JPM, TD, CINF
Info Tech: 0% of total dividends
Own: None
Watch List: MSFT, IBM
Telecom: 20% of total dividends
Own: T
Watch List: VZ
Utilities: 14% of total dividends
Own: MSEX
Watch List: SO, ED
REIT: 0% of total dividends
Own: None
Watch List: OHI, HCP, WPC
RE: Portfolio Tracking - Rasec - 08-03-2015
Great thread benjamen, as I'm now initiating my own journey, this was a great source of inspiration. Please continue updating your "journal".
RE: Portfolio Tracking - benjamen - 08-03-2015
(08-03-2015, 01:11 PM)Rasec Wrote: Great thread benjamen, as I'm now initiating my own journey, this was a great source of inspiration. Please continue updating your "journal".
I am working on a big batch of purchases next month. I hope to have a fun update then!