ChadR's Portfolio

[ChadR]

Another month has passed and I'll update my portfolio. November and December are bad months for having addtional money to invest. With property taxes and getting everything I need for the upcoming year for my business very little excess cash. Not much activity this month. $289.41 of dividends reinvested. Also started a Loyal3 account with $100. I bought 10 stocks at $10 apiece. The stocks were KO, DPS, HAS, INTC, MCD, MSFT, PEP, TGT, UL, WMT. This account was started to see how I liked it. Hard not to like no fees for buying or selling. Also the main reason is that I plan to use it as a teaching tool for my two young kids to stress the importance of dividend investing and investing in general. Partly why I have 3 beverage companies, 2 retail stores, a toy company, and a restaurant. Hopefully I can teach them at a young age the magic of compound interest.

AAPL 4.54%
AFL 3.10%
AVA 0.97%
BP 2.22%
CLX 1.32%
COP 1.40%
DLR 1.25%
DPS 0.01%
EMR 2.28%
EXC 2.05%
GE 5.50%
HAS 0.96%
HRS 1.59%
INTC 2.15%
JNJ 3.05%
KMI 1.07%
KO 0.96%
LO 1.37%
MCD 4.31%
MO 1.11%
MSFT 4.80%
NSC 6.55%
O 1.19%
PAYX 6.35%
PEP 3.77%
PG 7.59%
PM 8.21%
SBSI 2.61%
SYY 1.84%
T 1.72%
TAP 0.91%
TGT 0.01%
UL 0.01%
WFC 1.22%
WIN 1.08%
WM 1.72%
WMT 2.23%
WR 0.79%
VBIIX 3.08%
Cash Secured Puts 3.00%
Cash 0.15%


Sectors

Consumer Staples 29.31%
Energy 4.70%
Financials 13.28%
Healthcare 3.05%
Industrials 16.05%
Consumer Disc 5.27%
Information Tech 13.07%
Utilities 3.81%
Telecommunications 2.79%
Real Estate 2.43%
Cash/Bonds 6.23%

Size

Large Cap 82.43%
Mid Cap 7.76%
Small Cap 3.58%
Cash/Bonds 6.23%