Kerim's Portfolio

[Kerim]

Inspired by ronn’s recent posting of his holdings, here is a more detailed look at my portfolio. First column is ticker symbol, of course. Second column is the company’s value as a percentage of my dividend growth portfolio. Third column is the company’s percentage of the total income stream from this portfolio.

Obviously, I was not kidding when I said that oversized positions do not worry me at this point in the development of my portfolio. And clearly I love me some tobacco stocks. Feedback welcome!

Ticker---Value---Income
JNJ------12.4%-----9.2%
MO------10.2%-----13.8%
INTC-----9.4%-----8.8%
PM-------9.1%-----9.7%
COP------8.7%-----8.4%
LMT------6.7%-----6.0%
AAPL-----6.3%-----3.9%
MCD-----5.2%-----4.2%
PG-------4.3%-----3.3%
T---------3.9%-----5.1%
AFL------3.3%-----1.8%
PFE------3.2%-----2.7%
WAG-----2.9%-----1.6%
NLY------2.9%-----8.3%
FTR------2.5%-----5.7%
WFC-----2.2%-----1.5%
F---------1.8%-----1.1%
PSX------1.5%-----0.8%
KO-------1.5%-----1.1%
ARCP ----1.3%-----2.4%
TGT------0.8%-----0.6%

(Ugh. Sorry that is so ugly. I tried to format it, but apparently I need to install a plugin of some kind to allow tables in posts. I'll look into that when I can find a few minutes.)