06-03-2014, 01:37 PM
Wow, Rob -- that list is no joke. I tend to think that perhaps it is a bit over-diversified, but as I read through the names, they look like an excellent list of companies. And if you don't mind tracking it all, good on 'ya.
I suppose that you could argue that once you are that diversified, you're just going to average the same return as the index, but as a dividend growth person, that wouldn't be considered a problem. What you'd really want to know is whether you were able to get into all or most of those names at good valuations. I tend to buy opportunistically, when a good company that I am watching reaches an appealing value, so my portfolio grows slowly (especially recently!).
Thanks for sharing the list.
I suppose that you could argue that once you are that diversified, you're just going to average the same return as the index, but as a dividend growth person, that wouldn't be considered a problem. What you'd really want to know is whether you were able to get into all or most of those names at good valuations. I tend to buy opportunistically, when a good company that I am watching reaches an appealing value, so my portfolio grows slowly (especially recently!).
Thanks for sharing the list.