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 - 11-01-2016 There are few more decently priced stocks these days. Since the last update, I initiated positions in CAH and HON. Also, I added more ABBV. Passive income covers 24.2% 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, HON Consumer Discretionary: 8% of total dividends: WMT, TGT Consumer Staples: 18% of total dividends: MO, PG, PM, UL, DEO, GIS, ADM, FLO Health Care: 10% of total dividends: JNJ, ABBV, CAH Financials: 11% 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: 8% of total dividends: OHI, O RE: Portfolio Tracking - benjamen - 12-20-2016 Since the last update, I initiated a position in TD. Also, I added more to my positions in CAH and OHI. I am now a bit overweight in the financial/REIT area. I do want to pick up more Health Care and Utilities as they are starting to be better priced. Passive income covers 24.8% of monthly expenses Energy: 4% of total dividends: CVX, XOM Materials: 7% of total dividends: DOW, AGU Industrials: 15% of total dividends: GE, MMM, LMT, CMI, EMR, HON Consumer Discretionary: 7% of total dividends: WMT, TGT Consumer Staples: 16% of total dividends: MO, PG, PM, UL, DEO, GIS, ADM, FLO Health Care: 13% of total dividends: JNJ, ABBV, CAH Financials: 10% of total dividends: BNS, WFC, PRU, AFL, JPM, TD Info Tech: 4% of total dividends: IBM, AAPL Telecom: 7% of total dividends: T, VZ Utilities: 4% of total dividends: MSEX, ED REIT: 11% of total dividends: OHI, O RE: Portfolio Tracking - benjamen - 02-12-2017 Since the last update, I have been mostly buying up Healthcare stocks: JNJ, ABBV and CAH. I also added to VZ and IBM. I was excited to cross the 25% of monthly expenses mark. Passive income covers 25.3% of monthly expenses Energy: 4% of total dividends: CVX, XOM Materials: 7% of total dividends: DOW, AGU Industrials: 15% of total dividends: GE, MMM, LMT, CMI, EMR, HON Consumer Discretionary: 7% of total dividends: WMT, TGT Consumer Staples: 15% of total dividends: MO, PG, PM, UL, DEO, GIS, ADM, FLO Health Care: 14% of total dividends: JNJ, ABBV, CAH Financials: 11% of total dividends: BNS, WFC, PRU, AFL, JPM, TD Info Tech: 5% of total dividends: IBM, AAPL Telecom: 9% of total dividends: T, VZ Utilities: 4% of total dividends: MSEX, ED REIT: 10% of total dividends: OHI, O RE: Portfolio Tracking - benjamen - 04-08-2017 With such high prices across the board, the only stock addition I have done is adding more TGT. Additionally, I have picked up some in state municipal bonds for some tax free income and diversification. Passive income covers 25.8% of monthly expenses Energy: 4% of total income: CVX, XOM Materials: 6% of total income: DOW, AGU Industrials: 14% of total income: GE, MMM, LMT, CMI, EMR, HON Consumer Discretionary: 8% of total income: WMT, TGT Consumer Staples: 15% of total income: MO, PG, PM, UL, DEO, GIS, ADM, FLO Health Care: 13% of total income: JNJ, ABBV, CAH Financials: 11% of total income: BNS, WFC, PRU, AFL, JPM, TD Info Tech: 5% of total income: IBM, AAPL Telecom: 8% of total income: T, VZ Utilities: 3% of total income: MSEX, ED REIT: 10% of total income: OHI, O Muni Bonds: 4% of total income RE: Portfolio Tracking - O'Bazooka - 04-09-2017 Great to see that expense coverage grow steadily! And with already over 25% it's probably just a matter of time before the dividends double and then double again on their own with those companies... RE: Portfolio Tracking - benjamen - 05-28-2017 I have been focusing on the Health Care sector as of late with additions to my ABBV and CAH positions along with a new position in CVS. Additionally, I have brought VZ up to a full position. Passive income covers 26.2% of monthly expenses Energy: 4% of total income: CVX, XOM Materials: 6% of total income: DOW, AGU Industrials: 13% of total income: GE, MMM, LMT, CMI, EMR, HON Consumer Discretionary: 8% of total income: WMT, TGT Consumer Staples: 14% of total income: MO, PG, PM, UL, DEO, GIS, ADM, FLO Health Care: 15% of total income: JNJ, ABBV, CAH, CVS Financials: 10% of total income: BNS, WFC, PRU, AFL, JPM, TD Info Tech: 5% of total income: IBM, AAPL Telecom: 10% of total income: T, VZ Utilities: 3% of total income: MSEX, ED REIT: 10% of total income: OHI, O Muni Bonds: 3% of total income RE: Portfolio Tracking - benjamen - 09-22-2017 I have been busy lately. I sold off a number of overvalued positions in preparation for buying a rental property. The only things I have added over the summer was a new position in SBSI and bring MO up to a full position. I will need to make future purchases in the sectors I am now underweight in. Passive income covers 24.5% of monthly expenses Energy: 4% of total income: XOM Materials: 7% of total income: DWDP, AGU Industrials: 0% of total income: None Consumer Discretionary: 8% of total income: WMT, TGT Consumer Staples: 14% of total income: MO, UL, DEO, GIS, ADM, FLO Health Care: 19% of total income: JNJ, ABBV, CAH Financials: 13% of total income: BNS, WFC, AFL, JPM, TD, SBSI Info Tech: 5% of total income: IBM Telecom: 12% of total income: T, VZ Utilities: 2% of total income: ED REIT: 10% of total income: OHI, O Muni Bonds: 4% of total income RE: Portfolio Tracking - EricL - 09-23-2017 Nice work Benjamen, 24.5% of expenses is some great progress! |