01-02-2019, 09:01 PM
(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.