02-17-2014, 12:47 AM
(This post was last modified: 02-17-2014, 10:58 AM by Dividend Watcher.)
Dexter, what does your portfolio plan say? Are you following it?
That being said, I'll make a few comments but don't take my opinion as investment advice. I'm looking at it as if it were MY portfolio.
First, either you have a large portfolio value or some of these holdings are pretty small. 25 stocks yet individual stocks are only 8% of the portfolio? My plan says the stocks have to regularly increase their dividends but I can hold up to 10% of the portfolio in "special situations" stocks as long as they pay a dividend. That's where ROST and INTC sit in my portfolio now. ROST is my "higher growth/low yield" stock and INTC is my "non-rising dividend hoping for a resumption" stock. Using that, I'd get rid of any companies that don't meet that criterion. Last I knew BUD is no longer a serial dividend raiser since InBev bought them and, with their low yield right now, they would be gone. DIS too but they have a golden franchise so maybe that's not a good idea.
You have most of what I'd consider core: GIS, KO, PG, PEP, MCD, WMT, UL, XOM.
What I did notice conspicuously absent was healthcare. To me, that's a core sector. How about JNJ, BAX, BDX, MDT, ABBV, ABT?
Just my few simple thoughts.
That being said, I'll make a few comments but don't take my opinion as investment advice. I'm looking at it as if it were MY portfolio.
First, either you have a large portfolio value or some of these holdings are pretty small. 25 stocks yet individual stocks are only 8% of the portfolio? My plan says the stocks have to regularly increase their dividends but I can hold up to 10% of the portfolio in "special situations" stocks as long as they pay a dividend. That's where ROST and INTC sit in my portfolio now. ROST is my "higher growth/low yield" stock and INTC is my "non-rising dividend hoping for a resumption" stock. Using that, I'd get rid of any companies that don't meet that criterion. Last I knew BUD is no longer a serial dividend raiser since InBev bought them and, with their low yield right now, they would be gone. DIS too but they have a golden franchise so maybe that's not a good idea.
You have most of what I'd consider core: GIS, KO, PG, PEP, MCD, WMT, UL, XOM.
What I did notice conspicuously absent was healthcare. To me, that's a core sector. How about JNJ, BAX, BDX, MDT, ABBV, ABT?
Just my few simple thoughts.