04-09-2014, 12:30 PM
That is some serious restructuring indeed, KenBob. Overall, I think the changes look great. You've reduced your number of holdings a bit and have really focused on quality. I took the information from your old and new lists and made the following combined table that shows the changes. Entries in red are the positions you've closed out since your previous update; those in green are new.
I especially like your increased weighting of some of the large "anchor" dividend growth names -- starting significant positions in PG, KO, and KRFT, and increasing your holdings of JNJ and GIS. I think that will give your portfolio a lot of stability.
Nice job!
I especially like your increased weighting of some of the large "anchor" dividend growth names -- starting significant positions in PG, KO, and KRFT, and increasing your holdings of JNJ and GIS. I think that will give your portfolio a lot of stability.
Nice job!