11-05-2015, 09:16 PM
Hi All,
New Member here, I just wanted to share my freedom fund with Y'all. Before I kick it off, just wanted to say that the plan for this portfolio is to have 40-50 holdings which would help supplement my retirement with dividend income. I initiated small to medium positions (1k-4k) while many of the companies were near their lows over the past year, except for a few. This represents my core, as time goes on and when different sectors fall I'll be adding to my positions. I'm over weight on energy and reits due to the slump earlier in the year.
I'll share my watch list shortly.
These are my holdings.
Symbol
ARLP
BKH
BP
CAT
COP
CVX
DLR
ED
EMR
GE
HCP
HP
IBM
JNJ
KMI
KO
MO
MSEX
NSC
NWN
O
OHI
OKS
PG
RY
SO
T
UHT
UNP
UTX
VVC
VZ
WMT
WPC
XOM
New Member here, I just wanted to share my freedom fund with Y'all. Before I kick it off, just wanted to say that the plan for this portfolio is to have 40-50 holdings which would help supplement my retirement with dividend income. I initiated small to medium positions (1k-4k) while many of the companies were near their lows over the past year, except for a few. This represents my core, as time goes on and when different sectors fall I'll be adding to my positions. I'm over weight on energy and reits due to the slump earlier in the year.
I'll share my watch list shortly.
These are my holdings.
Symbol
ARLP
BKH
BP
CAT
COP
CVX
DLR
ED
EMR
GE
HCP
HP
IBM
JNJ
KMI
KO
MO
MSEX
NSC
NWN
O
OHI
OKS
PG
RY
SO
T
UHT
UNP
UTX
VVC
VZ
WMT
WPC
XOM