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Your Top Ten Holdings--2019
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07-29-2019, 02:31 AM
In fenders list I wasn't familiar with AEP so I looked them up...interesting read with lots of great pictures--History!
https://www.aep.com/Assets/docs/about/AE...Energy.pdf
07-29-2019, 06:59 AM
07-29-2019, 07:15 AM
(07-29-2019, 02:31 AM)rayray Wrote: In fenders list I wasn't familiar with AEP so I looked them up...interesting read with lots of great pictures--History! One of the best Utes in the country IMO. I actually owe Jim Cramer for this one lol. He's had the CEO on his show a number of times over the years. AEP has been able to grow better than the average UTE, without putting themselves at increased risk like SO etc. Looks like its going to take more time, but I will build it up to a top 5 position in the end. I've been selling AEP puts for a year, but they keep expiring worthless because UTES just won't pull back. So I take the income for now and try to remain patient. I would have been just as well off to buy more a year ago, but my crystal ball has failed me once again. 
07-29-2019, 10:12 AM
Good idea to revisit this during the year.
My top ten in January: 1. MSFT 2. NSC 3. MCD 4. PAYX 5. AAPL 6. PG 7. PM 8. O 9. PEP 10. SBSI Current top 10: My top ten: 1. MSFT 2. NSC 3. PAYX 4. MCD 5. AAPL 6. PM 7. PG 8. O 9. PEP 10. INTC Very little change for me. Though I haven't been adding to any of my top 10 except for dividend reinvestments.
07-29-2019, 11:48 AM
My top 10 in January (by percentage of portfolio income generated):
1. XOM 2. LLY 3. MRK 4. CVX 5. T 6. VZ 7. JPM 8. BA 9. BPY 10. CNP My top 10 now (by percentage of portfolio income generated): 1. XOM 2. LLY 3. CVX 4. MRK 5. T 6. JPM 7. VZ 8. BA 9. MO 10. PM 
07-29-2019, 10:14 PM
The January numbers:
(01-02-2019, 06:55 PM)Dividend Watcher Wrote: My portfolio (in descending value) along with percentages of total portfolio value: As of 7/26/19 my portfolio: MSFT (7.8%) MCD (5.4%) RTN (5.4%) PEP (5.3%) ROST (4.9%) ABBV (4.3%) DE (3.8%) CVX (3.7%) AFL (3.5%) INTC (3.3%) Total: 47.4% Cash: 0.7% As I stated earlier, no new money was added except for the few DRIPs. Also took the accumulated to add to my smaller positions when value was good. My wife's portfolio consisted of: MCD (6.4%) MSFT (5.6%) AFL (5.1%) HAS (4.8%) NSC (4.8%) SBUX (4.1%) T (3.9%) WELL (3.8%) JNJ (3.7%) KO (3.7%) tied with O (3.7%) within a couple bucks Total: 42.2% Cash: 0.1% We did some shifting around in her portfolio in the spring and momentum moved most of the new entries this time around.
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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
Good morning fellow DGI'ers welcome to the roaring 20's!!
my top 10 is now 1) AAPL 7.68% 2) GILD 5.44 3) MKL 4.51 4) MO 3.43 5) V 2.74 6) QCOM 2.66 7) BMY 2.67 8) ABBV 2.46 9) NVDA 2.45 10) KR 2.44 Beginning of 2019 below 1) GILD (6.19) 2) MKL (5.38) 3) AAPL (4.84) 4) MO (3.71) 5) CELG (3.69) 6) ABBV (3.10) 7) KR (3.06) 8) XOM (2.94) 9) BRK.B (2.81) 10) V (2.58) 
01-01-2020, 10:53 AM
Here are my top holdings as we start 2020.
1. DLR 4.40% 2. LMT 3.24% 3. ABT 2.90% 4. AAPL 2.79% 5. O 2.78% 6. OHI 2.73% 7. LOW 2.72% 8. MSFT 2.63% 9. D 2.63% 10. T 2.61%
01-01-2020, 07:42 PM
1) UG 11.3%
2) Flo 10.6% 3)KO 7.65% 4) MO 7.5% 5) O 6.2% 6) PM 5.6% 7) MET 5.4 8) HD 5.2% 9) ADM 4.9% 10) D 4.9%
I don't even want to update this thread right now. I think NilesMike will "get this". I started the year with a nice DGI top 10. Sold well over 300 puts and calls in 2019. The income was awesome but I got called out of some of my best stocks way before they topped. I could have done better if I'd known the S&P would run so hard. Many of my stocks made a 30-50% run and I never dreamed that would happen with recession fears supposedly looming. I'll get the DGI back to right as soon when the bull run takes a rest eventually. For now my top 10 is mostly utilities, pharma, AMZN, a few defense stocks and a ton of cash. I guess it could be worse. I lost my core positions for now... AAPL, HD,BMY,MO,CVS and a couple more. It might take all of 2020 to get it back to right but my gut says be patient after this run. I share my strategy's victories and feel like I should share the downside as well or I'm not being an asset to the forum.
01-02-2020, 04:41 AM
So right now this is my top 10:
1. MMM (6.43%) 2. PM (5.92%) 3. ABBV (4.33%) 4. EMN (4.02%) 5. WBA (3.43%) 6. MO (3.11%) 7. TXN (3.08%) 8. SPG (2.27%) 9. VTR (2.08%) 10. ITW (1.99%) Here it is from last year for reference: 1. PM 2. ITW 3. TXN 4. T 5. ABBV 6. PEP 7. WPC 8. BEN 9. VTR 10. EMN |
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