Portfolio Tracking - Printable Version +- Dividend Growth Forum (http://DividendGrowthForum.com) +-- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=15) +--- Forum: My Portfolio (http://DividendGrowthForum.com/forumdisplay.php?fid=14) +--- Thread: Portfolio Tracking (/showthread.php?tid=793) |
RE: Portfolio Tracking - benjamen - 10-13-2015 I have been saving up cash while the market has been dropping. After my first round of purchases, here is where I sit: Energy: 4% of total dividends Own: CVX Watch List: XOM Materials: 7% of total dividends Own: BBL, SOUHV Watch List: DOW Industrials: 17% of total dividends Own: GE, MMM Watch List: EMR, CAT Consumer Discretionary: 0% of total dividends Own: None Watch List: DIS, TGT, MCD Consumer Staples: 23% of total dividends Own: MO, PG, PM, UL Watch List: KO, PEP, GIS Health Care: 17% of total dividends Own: JNJ Watch List: ABBV Financials: 8% of total dividends Own: BNS Watch List: WFC, TROW, AFL, JPM, TD, CINF Info Tech: 0% of total dividends Own: None Watch List: MSFT, IBM Telecom: 17% of total dividends Own: T, VZ Watch List: more T Utilities: 7% of total dividends Own: MSEX Watch List: SO, ED REIT: 0% of total dividends Own: None Watch List: OHI, HCP, WPC RE: Portfolio Tracking - benjamen - 10-15-2015 After my second round of purchases: Energy: 9% of total dividends: CVX, XOM Materials: 10% of total dividends: BBL, SOUHV, DOW Industrials: 16% of total dividends: GE, MMM, LMT Consumer Discretionary: 4% of total dividends: WMT Consumer Staples: 22% of total dividends: MO, PG, PM, UL, DEO Health Care: 12% of total dividends: JNJ Financials: 6% of total dividends: BNS Info Tech: 4% of total dividends: IBM Telecom: 12% of total dividends: T, VZ Utilities: 5% of total dividends: MSEX RE: Portfolio Tracking - benjamen - 11-30-2015 Passive income covers 20% of monthly expenses Energy: 6% of total dividends: CVX, XOM Materials: 9% of total dividends: BBL, SOUHV, DOW, AGU Industrials: 14% of total dividends: GE, MMM, LMT, CMI Consumer Discretionary: 5% of total dividends: WMT, TGT Consumer Staples: 18% of total dividends: MO, PG, PM, UL, DEO, GIS Health Care: 11% of total dividends: JNJ, ABBV Financials: 6% of total dividends: BNS, WFC Info Tech: 3% of total dividends: IBM Telecom: 13% of total dividends: T, VZ Utilities: 7% of total dividends: MSEX, ED REIT: 8% of total dividends: OHI, O I am starting to run out of ideas for future purchases. Everything seems to be getting very expensive. Ideas? RE: Portfolio Tracking - benjamen - 12-18-2015 I have made my last purchases for the year. Going forward, I would like to acquire more healthcare and utility sector stocks. I am too heavy in financials and materials, so I will be holding off on future purchases in those areas Passive income covers 21.3% of monthly expenses Energy: 6% of total dividends: CVX, XOM Materials: 9% of total dividends: BBL, SOUHV, DOW, AGU Industrials: 15% of total dividends: GE, MMM, LMT, CMI, EMR Consumer Discretionary: 7% of total dividends: WMT, TGT Consumer Staples: 16% of total dividends: MO, PG, PM, UL, DEO, GIS, ADM Health Care: 8% of total dividends: JNJ, ABBV Financials: 13% of total dividends: BNS, WFC, PRU, AFL, JPM Info Tech: 4% of total dividends: IBM Telecom: 10% of total dividends: T, VZ Utilities: 5% of total dividends: MSEX, ED REIT: 6% of total dividends: OHI, O RE: Portfolio Tracking - EricL - 12-18-2015 I'm about 90% done with my utility rankings article, hope to finish it up in the next day or so. Will give you a link when it's posted. There are some nice opportunities in the sector. RE: Portfolio Tracking - DividendGarden - 12-18-2015 (12-18-2015, 11:13 AM)EricL Wrote: I'm about 90% done with my utility rankings article, hope to finish it up in the next day or so. Will give you a link when it's posted. Great, Eric. Looking forward to it. RE: Portfolio Tracking - EricL - 12-21-2015 The utility update article was just posted on Seeking Alpha. Hope you enjoy! The Top 10 Utility Stocks For 2016 And Beyond RE: Portfolio Tracking - Rasec - 12-21-2015 Many thanks! Will read right now (before reading, I've been eying for the last few weeks Exelon + SO + DUK + D, I'll write a quick update after reading if it proves my points or I just confirm I know nothing of this business, as I sometimes feel I'm the John Snow of investing...) EDIT: Not bad! More importantly, this 2nd analysis proves your analysis from 6 months ago! So good job to you! Pity you didn't mention Exelon in it. I'll stay within my watch list for now. RE: Portfolio Tracking - benjamen - 03-18-2016 With the high prices in basically everything, I have been fairly quiet in the stock market as of late. I did finally trim BBL and SOUHY and bought more MMM, DOW, VZ, and PRU since the December update. I am still light on utilities, but every thing seems to be over priced. Passive income covers 22.6% of monthly expenses Energy: 6% of total dividends: CVX, XOM Materials: 9% of total dividends: DOW, AGU Industrials: 16% of total dividends: GE, MMM, LMT, CMI, EMR Consumer Discretionary: 7% of total dividends: WMT, TGT Consumer Staples: 15% of total dividends: MO, PG, PM, UL, DEO, GIS, ADM Health Care: 8% of total dividends: JNJ, ABBV Financials: 14% of total dividends: BNS, WFC, PRU, AFL, JPM Info Tech: 4% of total dividends: IBM Telecom: 10% of total dividends: T, VZ Utilities: 5% of total dividends: MSEX, ED REIT: 6% of total dividends: OHI, O RE: Portfolio Tracking - benjamen - 05-17-2016 Things continue to be expensive in the market. Since the last update I have been nibbling on TGT, ADM, and EMR. The only new addition is a small position in AAPL. I would love to add more health care and utilities, but I will have to wait for prices to come back down. Passive income covers 23.2% of monthly expenses Energy: 6% of total dividends: CVX, XOM Materials: 9% of total dividends: DOW, AGU Industrials: 18% of total dividends: GE, MMM, LMT, CMI, EMR Consumer Discretionary: 7% of total dividends: WMT, TGT Consumer Staples: 16% of total dividends: MO, PG, PM, UL, DEO, GIS, ADM Health Care: 7% of total dividends: JNJ, ABBV Financials: 13% of total dividends: BNS, WFC, PRU, AFL, JPM Info Tech: 5% of total dividends: IBM, AAPL Telecom: 9% of total dividends: T, VZ Utilities: 5% of total dividends: MSEX, ED REIT: 6% of total dividends: OHI, O RE: Portfolio Tracking - benjamen - 07-20-2016 Since the last update, I have averaged down on TGT and OHI. While I am still doing a monthly purchase, I am saving up a pile of cash waiting for the market to present an opportunity. Passive income covers 23.6% of monthly expenses Energy: 5% of total dividends: CVX, XOM Materials: 8% of total dividends: DOW, AGU Industrials: 17% of total dividends: GE, MMM, LMT, CMI, EMR Consumer Discretionary: 8% of total dividends: WMT, TGT Consumer Staples: 15% of total dividends: MO, PG, PM, UL, DEO, GIS, ADM Health Care: 7% of total dividends: JNJ, ABBV Financials: 13% of total dividends: BNS, WFC, PRU, AFL, JPM Info Tech: 5% of total dividends: IBM, AAPL Telecom: 9% of total dividends: T, VZ Utilities: 5% of total dividends: MSEX, ED REIT: 9% of total dividends: OHI, O RE: Portfolio Tracking - benjamen - 09-19-2016 I have added a position in FLO since the last update. Mostly, I have been parking cash and waiting for this bull market to finally come to an end. Passive income covers 23.8% of monthly expenses Energy: 5% of total dividends: CVX, XOM Materials: 8% of total dividends: DOW, AGU Industrials: 16% of total dividends: GE, MMM, LMT, CMI, EMR Consumer Discretionary: 8% of total dividends: WMT, TGT Consumer Staples: 18% of total dividends: MO, PG, PM, UL, DEO, GIS, ADM, FLO Health Care: 7% of total dividends: JNJ, ABBV Financials: 12% of total dividends: BNS, WFC, PRU, AFL, JPM Info Tech: 4% of total dividends: IBM, AAPL Telecom: 8% of total dividends: T, VZ Utilities: 4% of total dividends: MSEX, ED REIT: 9% of total dividends: OHI, O |