07-29-2019, 10:14 PM
The January numbers:
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.
(01-02-2019, 06:55 PM)Dividend Watcher Wrote: My portfolio (in descending value) along with percentages of total portfolio value:
ABBV (6.8%)
MSFT (6.6%)
PEP (5.3%)
MCD (5.3%)
RTN (5.2%)
ROST (4.5%)
DE (3.9%)
CVX (3.9%)
INTC (3.6%)
AFL (3.5%)
Total (48.6%)
Cash (0.4%)
My wife's portfolio (same order as above):
MCD (6.7%)
AFL (5.4%)
MSFT (5.1%)
AMGN (4.7%)
NSC (4.7%)
JNJ (4.7%)
O (4.2%)
EMR (4.2%)
KO (4.1%)
HAS (4.0%)
Total (43.1%)
Cash (0.9%)
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.