Your Top 10 Largest Holdings as of 2018
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Your Top 10 Largest Holdings as of 2018
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01-21-2018, 08:52 PM
Dominion Energy
3M Public Storage Apple Kimberly-Clark Amgen Realty Income Welltower Digital Realty NextEra Energy Partners 
01-22-2018, 11:33 AM
Here are my current top twenty, along with the percentage each is of my DG portfolio.
01-23-2018, 08:48 PM
My top ten as of 1/1/18:
1. T. Rowe Price Group Inc (TROW) 2. Wells Fargo & Co (WFC) 3. Travelers Companies Inc (TRV) 4. Old Republic International Corporation (ORI) 5. U.S. Bancorp (USB) 6. Unilever plc (ADR) (UL) 7. Westwood Holdings Group, Inc. (WHG) 8. AFLAC Incorporated (AFL) 9 Philip Morris International Inc. (PM) 10. Realty Income Corp (O) These ten add up to 46% of my stock portfolio. Markel Corporation (MKL) missed being in my top ten by 0.005%.
01-26-2018, 10:10 AM
Data!
16 people have provided lists so far. (I'll update this if more people respond.) There are 96 companies represented on the 16 different top-ten lists. Only 32 companies appeared on more than one list, as shown in this chart: And here are the companies that each only appear on one of the 16 lists (some excellent companies in there!): AFL AGNC AMAT APD BPF CAT CIM CLX CM.to COP COST CU CVS DOV DPS EMR ENF FLO GILD HCN HD HRS INTC JP KMB KR LAND MAIN MDT MGA MKL MMM NEP NSC NUS NVDA NVU-UN.to NWH OHI OXY PAYX PEP PG PPL PSA PSX RTN SBSI SBUX TD THO TRV TXN UBNT UL UNH UNIT USB VZ WBA WHG WM WMT WTR 
01-26-2018, 10:59 AM
Excellent Kerim, thanks for putting that info together. That top 32 would be a real nice portfolio!
01-26-2018, 10:01 PM
I'll take you up on your offer, Kerim. Here's two more in alphabetical order. Interested in how they stack up with people on this forum. Some weren't intentional; they just zoomed up on earnings or news.
My portfolio top ten as of 12/31/2017: Abbvie (ABBV) Chevron (CVX) Deere (DE) Harris (HRS) Intel (INTC) McDonalds (MCD) Microsoft (MSFT) Pepsico (PEP) Raytheon (RTN) Ross Stores (ROST) My wife's portfolio top ten as of 12/31/2017: AFLAC (AFL) Amgen (AMGN) Emerson Electric (EMR) Hasbro (HAS) Johnson & Johnson (JNJ) McDonalds (MCD) Microsoft (MSFT) Norfolk Southern (NSC) Qualcomm (QCOM) United Technologies (UTX)
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan 
01-27-2018, 09:48 AM
Thanks for everyone sharing their top 10!!
Kerim, and thank you for doing some charts/data!! Eric is right, the top 32 would make a nice long term portfolio in itself for anyone interested in DGI. Over all a solid group of stocks on and off the top 32. For research and possible investing I would have no problem looking at the top 32 and putting my dollars in the companies that are undervalued to fairly valued throughout the years. Top notch choices!!
01-27-2018, 10:11 AM
Will be interesting to see how the top 32 (or whatever the number is when the list is done) does VS the market in 2018!
01-27-2018, 05:52 PM
ULVR
JNJ AAPL WTB (WHITBREAD PLC) MSFT NXT (NEXT PLC) LLOY (LLOYDS PLC) GRG (GREGGS PLC) DIS FLO
So now we've got 19 different top-ten lists. 105 different companies appear on those lists, with 40 companies appearing on more than one list, as shown below.
Out those top 10 you have listed... 3 of those names have been laggards and are down over the last 6 months.
T, O and PM all down with KO barely moving! QCOM is the biggest mover. Congrats to all those that bought low |
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