08-15-2014, 09:32 AM
(08-10-2014, 11:12 AM)EricL Wrote: For the most part I think the sector balance is okay, although I'd probably weight energy higher and financials lower. Financials look good now, but they do have a tendency to blow up every 10-15 years so be careful.
Also, consider this recent article from Tim McAleenan regarding McDonald's.
It can be tough to ride out the down turns for boring companies, but McDonald's won't be going away any time soon.
Just a thought that if you want more energy exposure, take a look at KMI. The restructured company announced a $2 dividend for next year (approx 5% yield) and said that it expects to grow the dividend by 10% per year between now and 2020. There aren't many (if any) stocks in the market that will give you that kind of yield plus growth.