Portfolio Tracking

[benjamen]

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