03-13-2015, 11:33 AM
(This post was last modified: 03-13-2015, 11:50 AM by Dividend Watcher.)
And now I finally get around to posting the wife's portfolio. It's changed quite a bit from the first post in this thread and I am much more comfortable now.
First thing I notice is that HCP has become quite a big part of the dividend stream. I said in DRILLINDK's post that I was reinvesting her dividends for now. Now that I look at it, looks like I need to take the cash for expanding the portfolio.
Again, we will be focusing more on utes and REITs since, as we get closer to "that age", we'll need the dividend stream. Just need some better pricing. Where the hell does the time go?
I'll probably hold ESV until it goes kaput. My "story" on the company hasn't changed and over the long term should be rewarding us once again. It's cut the dividend and we're 50% underwater. Selling it would only lock in the losses and not add a very big pile of cash to work with anyway.
At these prices, I wouldn't mind adding more to JNJ and EMR but, alas, we are out of cash for now. Maybe I'll wait until a better pullback.
PG is just going to have to sit there until it gets dirt cheap or the fundamentals improve. In the meantime, I just may add some UL to get better exposure to the household products space. Both CLX and KMB are way too high for them to fill in and CHD & CL have too low a yield plus the high P/E to make them viable contenders at this point.
I keep vacillating on WBA & UTX. Both have been berry, berry good to us. I've trimmed her WBA twice already and it just keeps chugging along. UTX still has lots of potential and plenty of cash flow to throw around but the yield is so damn low. I guess EMR will balance that out in the industrial sector.
Speaking of that, here's her sector distribution:
No 'Basic Materials' yet. See a couple posts up about this sector.
I forgot to add in my previous post that the Energy Sector is the dark blue wedge at 1:00 o'clock and it goes clockwise from there. Sometimes it's hard to distinguish the colors.
And that's all the news for now. Thanks for the thoughts and suggestions.
First thing I notice is that HCP has become quite a big part of the dividend stream. I said in DRILLINDK's post that I was reinvesting her dividends for now. Now that I look at it, looks like I need to take the cash for expanding the portfolio.
Again, we will be focusing more on utes and REITs since, as we get closer to "that age", we'll need the dividend stream. Just need some better pricing. Where the hell does the time go?
I'll probably hold ESV until it goes kaput. My "story" on the company hasn't changed and over the long term should be rewarding us once again. It's cut the dividend and we're 50% underwater. Selling it would only lock in the losses and not add a very big pile of cash to work with anyway.
At these prices, I wouldn't mind adding more to JNJ and EMR but, alas, we are out of cash for now. Maybe I'll wait until a better pullback.
PG is just going to have to sit there until it gets dirt cheap or the fundamentals improve. In the meantime, I just may add some UL to get better exposure to the household products space. Both CLX and KMB are way too high for them to fill in and CHD & CL have too low a yield plus the high P/E to make them viable contenders at this point.
I keep vacillating on WBA & UTX. Both have been berry, berry good to us. I've trimmed her WBA twice already and it just keeps chugging along. UTX still has lots of potential and plenty of cash flow to throw around but the yield is so damn low. I guess EMR will balance that out in the industrial sector.
Speaking of that, here's her sector distribution:
No 'Basic Materials' yet. See a couple posts up about this sector.
I forgot to add in my previous post that the Energy Sector is the dark blue wedge at 1:00 o'clock and it goes clockwise from there. Sometimes it's hard to distinguish the colors.
And that's all the news for now. Thanks for the thoughts and suggestions.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan