Hi all,
I've been full-time into dividend growth investing for about a year now. I'm in my early 30s, so I'm still young and looking for the buy-and-hold stocks to compound my retirement. Right now, I have 28 stocks in my brokerage account, but am looking to make some changes and the diversification percentages is where I am stumbling. Currently, I own:
AAPL 4.61%
ABBV 4.24%
ABT 2.11%
AFL 2.21%
CLX 3.28%
COP 5.15%
CVX 7.02%
GIS 1.93%
JNJ 3.13%
JPM 2.51%
KMB 3.38%
KO 3.23%
LMT 3.24%
MCD 4.21% -- Probably sell. I think the best days are behind it. Would need a replacement for Consumer Discretionary though (Possibly TUP)
MSFT 3.28%
O 3.83%
PEP 2.82%
PG 2.60%
PM 4.84%
RTN 2.86%
SAN 4.11% -- Love the Div and have faith it'll come back to pre-recession prices
SO 4.51%
T 3.12%
TGT 5.35%
VZ 3.15%
WEC 4.45%
WFC 2.50%
WMT 2.34%
(I plan to add OHI soon)
Currently, my ideal break down of the sectors is:
Consumer Stables - 20%
Financials - 15%
Consumer Discretionary - 12.5%
Technology - 12.5% (I include telecom in tech)
Healthcare - 12.5%
Energy - 10%
Utilities - 10%
Industrials - 7.5%
Do the sectors look okay? I would like to own 30 stocks overall. I have my wildcard growth in there (SAN). Any suggestions for deletions or additions? I'm still fairly new at this.
I've been full-time into dividend growth investing for about a year now. I'm in my early 30s, so I'm still young and looking for the buy-and-hold stocks to compound my retirement. Right now, I have 28 stocks in my brokerage account, but am looking to make some changes and the diversification percentages is where I am stumbling. Currently, I own:
AAPL 4.61%
ABBV 4.24%
ABT 2.11%
AFL 2.21%
CLX 3.28%
COP 5.15%
CVX 7.02%
GIS 1.93%
JNJ 3.13%
JPM 2.51%
KMB 3.38%
KO 3.23%
LMT 3.24%
MCD 4.21% -- Probably sell. I think the best days are behind it. Would need a replacement for Consumer Discretionary though (Possibly TUP)
MSFT 3.28%
O 3.83%
PEP 2.82%
PG 2.60%
PM 4.84%
RTN 2.86%
SAN 4.11% -- Love the Div and have faith it'll come back to pre-recession prices
SO 4.51%
T 3.12%
TGT 5.35%
VZ 3.15%
WEC 4.45%
WFC 2.50%
WMT 2.34%
(I plan to add OHI soon)
Currently, my ideal break down of the sectors is:
Consumer Stables - 20%
Financials - 15%
Consumer Discretionary - 12.5%
Technology - 12.5% (I include telecom in tech)
Healthcare - 12.5%
Energy - 10%
Utilities - 10%
Industrials - 7.5%
Do the sectors look okay? I would like to own 30 stocks overall. I have my wildcard growth in there (SAN). Any suggestions for deletions or additions? I'm still fairly new at this.