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Portfolio Characteristics
#3
(12-22-2021, 01:38 PM)cemanuel Wrote: 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, 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

I was quite surprised to read you let JNJ go.

Johnson & Johnson (JNJ) will split into two public companies within the next 18 to 24 months. One will get its many consumer brands, while the other will get its pharmaceuticals, medical devices, and medical technology businesses.

This should unlock Growth and Value. I could never part with JNJ, After holding for decades my cost basis hovers around Zero. Just slow and steady reinvestment of Dividends.
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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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