Your Top Ten Holdings--2019

[lucas03]

My top 10:
CVS
T
KMB
CL
STX
ITW
LB
PEP
DIS
D

[Dividend Watcher]

My portfolio (in descending value) along with percentages of total portfolio value:

ABBV (6.8%)
MSFT (6.6%)
PEP (5.3%)
MCD (5.3%)
RTN (5.2%)
ROST (4.5%)
DE (3.9%)
CVX (3.9%)
INTC (3.6%)
AFL (3.5%)

Total (48.6%)
Cash (0.4%)

I am surprised that my top 10 make up almost 50% of the portfolio. I've only added to D and AFL in the top 10 in 2018. The rest were just valuation increases over the year and some dividend reinvestments. I've taken most of my holdings off DRIPs over 2018 and plan to use the accumulated cash to bolster my smaller holdings when their value is reasonable. There was no new money added to this portfolio during the year; I'm using my 401k at work to put new money to work. Don't particularly like mutual funds but it's much more convenient for me right now to have to money taken out of my paycheck. When I retire I can take the cash and put it to work.

My wife's portfolio (same order as above):
MCD (6.7%)
AFL (5.4%)
MSFT (5.1%)
AMGN (4.7%)
NSC (4.7%)
JNJ (4.7%)
O (4.2%)
EMR (4.2%)
KO (4.1%)
HAS (4.0%)

Total (43.1%)
Cash (0.9%)

She's been playing catch up so with new money, selective trimming and dividends, I've done some shifting in the portfolio. Again, we don't keep much cash on hand.

[rayray]

(01-02-2019, 06:55 PM)Dividend Watcher Wrote: My portfolio (in descending value) along with percentages of total portfolio value:

ABBV (6.8%)
MSFT (6.6%)
PEP (5.3%)
MCD (5.3%)
RTN (5.2%)
ROST (4.5%)
DE (3.9%)
CVX (3.9%)
INTC (3.6%)
AFL (3.5%)

Total (48.6%)
Cash (0.4%)

I am surprised that my top 10 make up almost 50% of the portfolio. I've only added to D and AFL in the top 10 in 2018. The rest were just valuation increases over the year and some dividend reinvestments. I've taken most of my holdings off DRIPs over 2018 and plan to use the accumulated cash to bolster my smaller holdings when their value is reasonable. There was no new money added to this portfolio during the year; I'm using my 401k at work to put new money to work. Don't particularly like mutual funds but it's much more convenient for me right now to have to money taken out of my paycheck. When I retire I can take the cash and put it to work.

My wife's portfolio (same order as above):
MCD (6.7%)
AFL (5.4%)
MSFT (5.1%)
AMGN (4.7%)
NSC (4.7%)
JNJ (4.7%)
O (4.2%)
EMR (4.2%)
KO (4.1%)
HAS (4.0%)

Total (43.1%)
Cash (0.9%)

She's been playing catch up so with new money, selective trimming and dividends, I've done some shifting in the portfolio. Again, we don't keep much cash on hand.

Great idea!! Thanks DW--I went back and added the weightings of my portfolio too...mine makes up 38.3% of my individual stock holdings--I didn't bother with my mutual fund holdings because I treat the 401k(s) differently.

[EricL]

Mine are AAPL, ABBV, ABT, DLR, LOW, LMT, MSFT, OHI, O, T

[Otter]

My top 10 (by percentage of portfolio income generated):

1. XOM
2. LLY
3. MRK
4. CVX
5. T
6. VZ
7. JPM
8. BA
9. BPY
10. CNP

[Dividend Watcher]

(01-03-2019, 01:04 PM)Otter Wrote: My top 10 (by percentage of portfolio income generated):

I thought about doing that also, Otter, but got busy with other things and time ran out. Maybe I'll update my post with income percentages over the weekend.

[Kerim]

Here are my ten, using the prices at today's close. I'll start compiling tomorrow!

JNJ
BRK-B
T
MO
MCD
LMT
XOM
AAPL
INTC
PM

Whoa -- these ten holdings account for 66.8 percent of the portfolio's value. But look at those names... Stallions, every one of 'em.

[Kerim]

13 people have reported so far. 72 different companies appear on those 13 lists, and 26 companies appear on more than one list, as follows: 

   

And these are the companies that appear on only one list: 
AEP, AMGN, AMZN, BA, BEN, BPY, CELG, CL, CNP, CVS, DE, DLR, EMN, EMR, GILD, HAS, HD, JPM, KHC, KR, LB, LLY, LOW, MRK, NKE, OHI, ORI, PAYX, PSX, ROST, RTN, SBSI, SBUX, STX, TGT, TROW, TRV, TXN, UL, USB, VTR, VZ, WFC, WPC, WRB, XEL 


I think we're suffering from a pretty small sample size at this point. If anyone hasn't posted their list, please do and I'll update the table.

Thanks!

[fenders53]

That's cool Kerim. And I think you are going to find our ports evolve through this firestorm. I do hope you;ll update it now and then. I truly get many of my buy list ideas here.

And it looks like we are all on the ATT boat. Best wishes to all lol.

[NilesMike]

No particular order, for the Mrs. and I:

BEN
CAH
O
D
KO
HD
PM
FLO
T
OMC