07-19-2015, 12:47 PM
The reason I was considering selling both telecoms is their DGR. They have good, high dividends now, but I was thinking of putting the money in something with a higher Chowder Rule number since their growth barely keeps up with inflation.
I had added to my position in CVX while it was falling. That's why my energy sector is fairly high. Although, COP+CVX is only sitting at 9.5% of my total. I keep KMI in my MLP/REIT sector per balancing.
Roadmap - My transaction costs are $9.99/trade. However, everything is set up to DRIP right now, so I'm not doing any transaction costs. I am slightly margined right now due to the extra CVX I bought recently and am slowly paying that down.
I had added to my position in CVX while it was falling. That's why my energy sector is fairly high. Although, COP+CVX is only sitting at 9.5% of my total. I keep KMI in my MLP/REIT sector per balancing.
Roadmap - My transaction costs are $9.99/trade. However, everything is set up to DRIP right now, so I'm not doing any transaction costs. I am slightly margined right now due to the extra CVX I bought recently and am slowly paying that down.