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The January numbers:
(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%)
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%)
As of 7/26/19 my portfolio:
MSFT (7.8%)
MCD (5.4%)
RTN (5.4%)
PEP (5.3%)
ROST (4.9%)
ABBV (4.3%)
DE (3.8%)
CVX (3.7%)
AFL (3.5%)
INTC (3.3%)
Total: 47.4%
Cash: 0.7%
As I stated earlier, no new money was added except for the few DRIPs. Also took the accumulated to add to my smaller positions when value was good.
My wife's portfolio consisted of:
MCD (6.4%)
MSFT (5.6%)
AFL (5.1%)
HAS (4.8%)
NSC (4.8%)
SBUX (4.1%)
T (3.9%)
WELL (3.8%)
JNJ (3.7%)
KO (3.7%) tied with O (3.7%) within a couple bucks
Total: 42.2%
Cash: 0.1%
We did some shifting around in her portfolio in the spring and momentum moved most of the new entries this time around.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
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01-01-2020, 08:10 AM
(This post was last modified: 01-01-2020, 08:11 AM by rayray.)
Good morning fellow DGI'ers welcome to the roaring 20's!!
my top 10 is now
1) AAPL 7.68%
2) GILD 5.44
3) MKL 4.51
4) MO 3.43
5) V 2.74
6) QCOM 2.66
7) BMY 2.67
8) ABBV 2.46
9) NVDA 2.45
10) KR 2.44
Beginning of 2019 below
1) GILD (6.19)
2) MKL (5.38)
3) AAPL (4.84)
4) MO (3.71)
5) CELG (3.69)
6) ABBV (3.10)
7) KR (3.06)
8) XOM (2.94)
9) BRK.B (2.81)
10) V (2.58)
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Here are my top holdings as we start 2020.
1. DLR 4.40%
2. LMT 3.24%
3. ABT 2.90%
4. AAPL 2.79%
5. O 2.78%
6. OHI 2.73%
7. LOW 2.72%
8. MSFT 2.63%
9. D 2.63%
10. T 2.61%
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1) UG 11.3%
2) Flo 10.6%
3)KO 7.65%
4) MO 7.5%
5) O 6.2%
6) PM 5.6%
7) MET 5.4
8) HD 5.2%
9) ADM 4.9%
10) D 4.9%
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01-01-2020, 09:50 PM
(This post was last modified: 01-01-2020, 09:51 PM by fenders53.)
I don't even want to update this thread right now. I think NilesMike will "get this". I started the year with a nice DGI top 10. Sold well over 300 puts and calls in 2019. The income was awesome but I got called out of some of my best stocks way before they topped. I could have done better if I'd known the S&P would run so hard. Many of my stocks made a 30-50% run and I never dreamed that would happen with recession fears supposedly looming. I'll get the DGI back to right as soon when the bull run takes a rest eventually. For now my top 10 is mostly utilities, pharma, AMZN, a few defense stocks and a ton of cash. I guess it could be worse. I lost my core positions for now... AAPL, HD,BMY,MO,CVS and a couple more. It might take all of 2020 to get it back to right but my gut says be patient after this run. I share my strategy's victories and feel like I should share the downside as well or I'm not being an asset to the forum.
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So right now this is my top 10:
1. MMM (6.43%)
2. PM (5.92%)
3. ABBV (4.33%)
4. EMN (4.02%)
5. WBA (3.43%)
6. MO (3.11%)
7. TXN (3.08%)
8. SPG (2.27%)
9. VTR (2.08%)
10. ITW (1.99%)
Here it is from last year for reference:
1. PM
2. ITW
3. TXN
4. T
5. ABBV
6. PEP
7. WPC
8. BEN
9. VTR
10. EMN
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(01-01-2020, 09:50 PM)fenders53 Wrote: I don't even want to update this thread right now. I think NilesMike will "get this". I started the year with a nice DGI top 10. Sold well over 300 puts and calls in 2019. The income was awesome but I got called out of some of my best stocks way before they topped. I could have done better if I'd known the S&P would run so hard. Many of my stocks made a 30-50% run and I never dreamed that would happen with recession fears supposedly looming. I'll get the DGI back to right as soon when the bull run takes a rest eventually. For now my top 10 is mostly utilities, pharma, AMZN, a few defense stocks and a ton of cash. I guess it could be worse. I lost my core positions for now... AAPL, HD,BMY,MO,CVS and a couple more. It might take all of 2020 to get it back to right but my gut says be patient after this run. I share my strategy's victories and feel like I should share the downside as well or I'm not being an asset to the forum.
Got it.
I don't sell calls for that very reason. Yes 2019 was an outlier year but that is why I hold the DGI stocks that I do, hoping t catch the outlier years.
In DGI context, I only sell puts to enter.
In a trading context, the field is wide open.
This year, starting today actually,I am adding Accelerated Dual Momentum index investing to the mix. Past performance looks very good, we'll see how it goes.
Good fortune to all in 2020!
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My top 10:
V 8.9%
JNJ 7.6%
DIS 7.4%
KO 4.8%
T 4.1%
PSX 4.0%
CVX 4.0%
RDS-B 3.6%
PEP 3.3%
BP 3.3%
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01-02-2020, 10:06 AM
(This post was last modified: 01-02-2020, 01:24 PM by fenders53.)
(01-02-2020, 06:37 AM)NilesMike Wrote: (01-01-2020, 09:50 PM)fenders53 Wrote: I don't even want to update this thread right now. I think NilesMike will "get this". I started the year with a nice DGI top 10. Sold well over 300 puts and calls in 2019. The income was awesome but I got called out of some of my best stocks way before they topped. I could have done better if I'd known the S&P would run so hard. Many of my stocks made a 30-50% run and I never dreamed that would happen with recession fears supposedly looming. I'll get the DGI back to right as soon when the bull run takes a rest eventually. For now my top 10 is mostly utilities, pharma, AMZN, a few defense stocks and a ton of cash. I guess it could be worse. I lost my core positions for now... AAPL, HD,BMY,MO,CVS and a couple more. It might take all of 2020 to get it back to right but my gut says be patient after this run. I share my strategy's victories and feel like I should share the downside as well or I'm not being an asset to the forum.
Got it.
I don't sell calls for that very reason. Yes 2019 was an outlier year but that is why I hold the DGI stocks that I do, hoping t catch the outlier years.
In DGI context, I only sell puts to enter.
In a trading context, the field is wide open.
This year, starting today actually,I am adding Accelerated Dual Momentum index investing to the mix. Past performance looks very good, we'll see how it goes.
Good fortune to all in 2020!
Thanks Mike, in DGI context I need to further compartmentalize that portion of the port. Selling covered calls is probably a defensible idea on most anything now. It clearly wasn't when I did it for some of my core holdings.
Not as bad as I thought but I am missing TECH and Industrials from my Top 10 for now.
In no particular order. Most are less than 2-3% of total port value, while I wait for the mythical correction 
AEP
NEE
LMT
JNJ
PFE
WELL
MDT
AMZN
PEP
MET
Before the year is done the following might make an appearance HON,MMM,UTX,D. AAPL, HD, MO and MMY are mostly gone and will remain smaller positions unless they pullback considerably.
Editted again, I forgot about MET so BP knocked out of the Top 10.
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01-02-2020, 05:46 PM
(This post was last modified: 01-02-2020, 05:58 PM by divmenow.)
So right now my top 10 holdings are
1. MA (8.43%)
2. ABBV (7.92%)
3. LMT (6.23%)
4. BMY (5.27%)
5. NEE (4.68%)
6. MO (3.78%)
7. AAPL (3.37%)
8. MSFT (2.84%)
9. JNJ (2.46%)
10. AMGN (2.1%)
Most of my top 10 holdings I own will not be adding to unless they drop another 20% from where there at currently. With the exception of MO and BMY which I will continue to add too.
Some of the new names I bought today like IRM and STOR may get close get into my top 10 if they fall further and I add more.
Oil stocks have been making a big move of late and I may add some names in that sector as well. I'm not betting heavy on this sector but well we all know the reason why lol
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