12-16-2013, 12:21 AM
Over weighted and need more diversification.
I have 60% in 4 stocks with 40% in two in the same sector but I haven't seen a strong need to cut those back. I wouldn't mind trimming T and Duke some though. I'll be putting max contribution ($13K) into IRA's after 1/1 each year.
By dollar value as of 12/12/13
ATT, 25.6%
Verizon, 15.0%
Pepsi, 11.1%
Duke, 11.1%
Walmart, 2.6%
Coke, 2.2%
Target, 3.2%
Walgreen, 4.4%
Home Depot, 2.5%
GE, 0.9%
Starbucks, 2.4%
Whole Foods, 1.8%
CSX, 0.9%
JNJ, 2.9%
Pfizer, 2.1%
Novo Nordisk, 2.8%
NLY, 0.1%
Region's Financial, 0.6%
Non Div
Celgene, 5.1%
XBI, 1.9%
Hilton, 1.7%
Comments,
Thanks,
Fred
I have 60% in 4 stocks with 40% in two in the same sector but I haven't seen a strong need to cut those back. I wouldn't mind trimming T and Duke some though. I'll be putting max contribution ($13K) into IRA's after 1/1 each year.
By dollar value as of 12/12/13
ATT, 25.6%
Verizon, 15.0%
Pepsi, 11.1%
Duke, 11.1%
Walmart, 2.6%
Coke, 2.2%
Target, 3.2%
Walgreen, 4.4%
Home Depot, 2.5%
GE, 0.9%
Starbucks, 2.4%
Whole Foods, 1.8%
CSX, 0.9%
JNJ, 2.9%
Pfizer, 2.1%
Novo Nordisk, 2.8%
NLY, 0.1%
Region's Financial, 0.6%
Non Div
Celgene, 5.1%
XBI, 1.9%
Hilton, 1.7%
Comments,
Thanks,
Fred