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Portfolio Characteristics
#2
Gonna try. We'll see how it formats. This is from my 3rd quarter portfolio review, end of September: https://seekingalpha.com/instablog/48196...retirement

Sorted by Yield
Category                         Stocks                                                            % of Account                      % of Dividends
High, 4% & above      ABBV, DUK, GILD, LYB, MO, OGE, PM, PNW, T, VZ           30.36%                            60.62%
Medium, 2-3.99%      ADM, BBY, CVS, GD, ITW, JNJ, LMT, PFE                         24.71%                            24.82%
Low, < 2%               AAPL, AOS, GOOGL, MSFT, NEE, UNH, WSM                    44.06%                            14.56%

Sorted by 5-yr Dividend Growth Rate
Category                      Stocks                                                                                     % of Account       % of Dividends
High, 10% & above     ABBV, AOS, BBY, GD, ITW, MSM, NEE, UNH                                          29.30%               30.27%
Medium, 4-9.99%       AAPL, ADM, GILD, JNJ, LMT, LYB, MO, MSFT, OGE, PFE, PNW, WSM        52.44%               50.20%
Low, < 4%                CVS, DUK, GOOGL, PM, T, VZ                                                              17.39%               19.53%

Simpler than I thought so long as the post resembles what I see in the editor. I no longer own GILD, JNJ, PNW, DUK
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Messages In This Thread
Portfolio Characteristics - by rnsmth - 12-22-2021, 01:21 PM
RE: Portfolio Characteristics - by cemanuel - 12-22-2021, 01:38 PM
RE: Portfolio Characteristics - by Scooterd - 12-22-2021, 03:46 PM
RE: Portfolio Characteristics - by cemanuel - 12-22-2021, 04:11 PM
RE: Portfolio Characteristics - by Kerim - 12-22-2021, 11:40 PM
RE: Portfolio Characteristics - by rnsmth - 12-23-2021, 06:34 AM
RE: Portfolio Characteristics - by rnsmth - 12-27-2021, 03:05 PM
RE: Portfolio Characteristics - by fenders53 - 12-27-2021, 04:03 PM
RE: Portfolio Characteristics - by rnsmth - 12-28-2021, 12:47 PM
RE: Portfolio Characteristics - by rnsmth - 12-29-2021, 08:42 AM
RE: Portfolio Characteristics - by rnsmth - 12-29-2021, 10:05 AM
RE: Portfolio Characteristics - by fenders53 - 12-29-2021, 06:24 PM
RE: Portfolio Characteristics - by rnsmth - 12-30-2021, 12:47 PM
RE: Portfolio Characteristics - by fenders53 - 12-30-2021, 04:07 PM
RE: Portfolio Characteristics - by rnsmth - 12-30-2021, 05:18 PM
RE: Portfolio Characteristics - by fenders53 - 12-31-2021, 09:29 AM
RE: Portfolio Characteristics - by rnsmth - 01-07-2022, 08:33 PM
RE: Portfolio Characteristics - by rnsmth - 01-15-2022, 09:37 AM
RE: Portfolio Characteristics - by fenders53 - 01-15-2022, 09:56 AM
RE: Portfolio Characteristics - by rnsmth - 01-29-2022, 08:46 AM
RE: Portfolio Characteristics - by rnsmth - 01-29-2022, 08:20 AM
RE: Portfolio Characteristics - by fenders53 - 01-29-2022, 09:30 AM
RE: Portfolio Characteristics - by rnsmth - 01-30-2022, 08:59 AM
RE: Portfolio Characteristics - by fenders53 - 01-30-2022, 10:00 AM
RE: Portfolio Characteristics - by rnsmth - 01-30-2022, 10:14 AM
RE: Portfolio Characteristics - by fenders53 - 01-30-2022, 10:22 AM
RE: Portfolio Characteristics - by rnsmth - 01-30-2022, 10:57 AM
RE: Portfolio Characteristics - by rnsmth - 01-30-2022, 05:33 PM



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