Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
1042 Rollover Portfolio - Complete
#1
Smile 
All I can say is whew...it's done.  Now to try and get in the habit of not looking at it every day since I can't get rid of it (the ultimate buy and hold strategy).  Avg weighted yield is right at 3%, and I've seen some really nice announcements and buybacks announced here of late.  

For those that didn't read my situation it in this thread:

http://dividendgrowthforum.com/showthread.php?tid=1727

I've got today and Monday to tweak a little and will probably take some winnings and offset with a few losses and re-balance a little.  Any comments last minute are appreciated!

I tried my hardest to keep an equal weight across ~55 to 60 names across 10 sectors and ended up with several half positions that expanded that some.  Since it's not actively managed or tracked daily having more names is not as much of an issue.  Some of those are fliers to some degree or that I just felt the valuation(s) had increased so much that I left them at half positions and moved to another name (indicated by *).  So here's the roundup!

HRL
K
CVS
MO
PEP
SJM
WBA

XOM
KMI
CVX
SLB

TGT
COST
GM
KMB
HBI
GME*

VZ
T
MTZ
FTR
CTL*

HON
DAL
GE
UTX
CAT
MMM
PLOW*

D
XEL
NEE
DUK
SO
ONEOK
ED*

JNJ
CAH
MRK
ABBV
GILD

CINF
C
TROW
AFL
BAC*
JPM*
SAFT*
PACW*
ORI*

INTC
QCOM
AAPL
STX
IBM
TXN
MSFT

NUE
ADP
WRK
Reply


Messages In This Thread
1042 Rollover Portfolio - Complete - by coffeyman76 - 02-02-2018, 09:05 AM
RE: 1042 Rollover Portfolio - Complete - by ChadR - 02-02-2018, 10:13 AM



Users browsing this thread: 1 Guest(s)