01-06-2019, 03:16 PM
Hi,
Newbie here. My top ten list by descending order is:
AAPL
VZ
OHI
MPC
T
EMR
CVX
NLY
KO
CM
WMB
PM
Newbie here. My top ten list by descending order is:
AAPL
VZ
OHI
MPC
T
EMR
CVX
NLY
KO
CM
WMB
PM
Your Top Ten Holdings--2019
|
01-06-2019, 03:16 PM
Hi,
Newbie here. My top ten list by descending order is: AAPL VZ OHI MPC T EMR CVX NLY KO CM WMB PM
I was looking at my top 10 holdings since we're over the half way point and was amazed at the changes, the only adds was with GILD/MO/ABBV
beginning in 2019 the list was GILD MKL AAPL MO CELG ABBV KR XOM BRK.B V The top 10 now stands with GILD AAPL MKL CELG MO V XOM QCOM BRK.B MGA ABBV/KR fell off the list with QCOM/MGA moved onto the list...with ABBV only getting new dollars...ironically KR was also on my add list but didn't get any--yet EDIT: apparently I added to AAPL on 1-3-2019!! (01-01-2019, 01:46 PM)fenders53 Wrote: Great thread, I missed last years thread but I intend to check it out. Here is my work in progress I intend to tweak throughout 2019 as the sale prices arise. Not in exact order of port %.I forgot about this thread. It's a great idea. Even a quarterly update would be interesting. Current top 10. 1. HD 2, AAPL 3. T 4. MET 5. MO 6. BMY 7. AEP 8. ABT 9. MRK 10. AMZN I rolled a large 401K last year and started with cash. I am still slowly heading where I'd like to be. 50%+ of my ports income comes from my covered call and put selling habit every month. That causes some changes and I don't like them all. Anyway... T has made a big rise in my top ten because I sold puts until I got forced in sub $30 AMZN fell from #1 to #10 because I gradually bought it on the way down late 2018, and gradually sold it on the way back up. Had a nice ride with MCD and gradually moved all of it into current yield plays. (not a brilliant plan so far but MCD is too pricey for me now) BMY has made a big jump in my port. (Sold puts and allowed myself to be assigned rather than rolling them forward. MET and MO have also entered the top 10 due to new purchases. (MO via put sales.) I'll likely be forced to lighten up on APPL and HD due to call selling, unless they pull back significantly in 2019. Yeah I know that all sounds too complicated. ![]()
07-29-2019, 02:24 AM
In January it was:
1. PM 2. ITW 3. TXN 4. T 5. ABBV 6. PEP 7. WPC 8. BEN 9. VTR 10. EMN Now it is: 1. MMM (5.4%) 2. PM (4.35%) 3. ABBV (3.6%) 4. EMN (3.41%) 5. WBA (3.35%) 6. TXN (3.17%) 7. ITW (2.29%) 8. T (2.12%) 9. MO (2.09%) 10. HD (2.04%) Actually largest holding (15.25%) is an ETF ![]() During the year I added to MMM, PM, ABBV, EMN, WBA and HD
07-29-2019, 02:31 AM
In fenders list I wasn't familiar with AEP so I looked them up...interesting read with lots of great pictures--History!
https://www.aep.com/Assets/docs/about/AE...Energy.pdf
07-29-2019, 06:46 AM
Here are mine
JNJ LMT O MCD KMB TGT ORI MDP PG AVGO
07-29-2019, 06:59 AM
07-29-2019, 07:15 AM
(07-29-2019, 02:31 AM)rayray Wrote: In fenders list I wasn't familiar with AEP so I looked them up...interesting read with lots of great pictures--History! One of the best Utes in the country IMO. I actually owe Jim Cramer for this one lol. He's had the CEO on his show a number of times over the years. AEP has been able to grow better than the average UTE, without putting themselves at increased risk like SO etc. Looks like its going to take more time, but I will build it up to a top 5 position in the end. I've been selling AEP puts for a year, but they keep expiring worthless because UTES just won't pull back. So I take the income for now and try to remain patient. I would have been just as well off to buy more a year ago, but my crystal ball has failed me once again. ![]()
07-29-2019, 10:12 AM
Good idea to revisit this during the year.
My top ten in January: 1. MSFT 2. NSC 3. MCD 4. PAYX 5. AAPL 6. PG 7. PM 8. O 9. PEP 10. SBSI Current top 10: My top ten: 1. MSFT 2. NSC 3. PAYX 4. MCD 5. AAPL 6. PM 7. PG 8. O 9. PEP 10. INTC Very little change for me. Though I haven't been adding to any of my top 10 except for dividend reinvestments.
07-29-2019, 11:48 AM
My top 10 in January (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 My top 10 now (by percentage of portfolio income generated): 1. XOM 2. LLY 3. CVX 4. MRK 5. T 6. JPM 7. VZ 8. BA 9. MO 10. PM |
« Next Oldest | Next Newest »
|