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
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
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?
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
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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.
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(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.
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The utility update article was just posted on Seeking Alpha.
Hope you enjoy!
The Top 10 Utility Stocks For 2016 And Beyond
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12-21-2015, 02:25 PM
(This post was last modified: 12-21-2015, 03:11 PM by Rasec.)
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.
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
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
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
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
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