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Twil's (future) portfolio
#11
Great start. I own them all except for OHI. And two good choices for your next purchase too.
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#12
I really wanted to slip GE in there, but I decided against it since it would have cut my funds shorter for all the other stocks. I weighed them equally thanks to the advice of people on here. I have about 950-1000 in each and excited to see what happens next!
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#13
(08-21-2014, 08:14 AM)twil Wrote: Thank you everyone for the guidance and help.

I went with
AAPL
KMI
KO
OHI
PM
T

@Turvok

I am planning on my next purchase being in the industrial sector. Most likely MMM or DE.

Congrats! Now sit back and watch the dividends grow. All of those stocks will be around for quite some time and pay divs.

I just added some DE to my portfolio. My trigger at 85.50 was hit (and now the stock is slightly lower than that.) I think it's about to hit a bottom of it's current dip.
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#14
I have TDAmeritrade, they have fee-less auto DRIPS. I have most of your opinions on DRIPs, in this thread http://dividendgrowthforum.com/showthread.php?tid=654 .

Now the question that I must answer is, to drip or not to drip?
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#15
That's up to you. I use TDA as well and DRIP. I rebalance my portfolio as necessary, but the stocks I would be buying with dividends are the same ones I already have. Plus, it's nice to know I'm not sitting on cash if the market rises unexpectedly. I guess the inverse is a valid argument. But in the end, I believe Dollar Cost Averaging comes out as the reason I DRIP.
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#16
I have decided to DRIP for now. I would be using the dividends to reinvest in my current holdings, so why not do it for "free" Big Grin .

I am in the process of selling my PLUG/GPRO to free up some cash since I want to put everything towards DG stocks. Time to start researching another company in either pharm or industrial sector.[/b]
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#17
UPDATE:
I have accumulated another 1000ish for an investment. I have been doing a lot of homework on this next purchase, but for some reason I keep wanting to buy MO or MSFT.

My question is, since I already have a couple consumer staples/tech positions should I diversify my sectors before doubling/tripling up in certain sectors?
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#18
(08-27-2014, 02:31 PM)twil Wrote: UPDATE:
I have accumulated another 1000ish for an investment. I have been doing a lot of homework on this next purchase, but for some reason I keep wanting to buy MO or MSFT.

My question is, since I already have a couple consumer staples/tech positions should I diversify my sectors before doubling/tripling up in certain sectors?

I'm not as concerned over-weighting consumer staples rather than a few other sectors because they are generally the more stable and predictable investments. Also, your only other tech right now is APPL so I wouldn't see any harm in adding MSFT.

Another thought is to consider adding a utility to the mix.

SO, SCG, XEL and WEC are a few I either own or am considering buying myself.
My Blog: DGIfortheDIY.com
Seeking Alpha Author Page 
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#19
(08-19-2014, 09:32 PM)Turvok Wrote: PM and T great and I am long both of those too. But I categorize them as Consumer staples and Tech, respectively.

This is why I thought I had multiple tech stocks.

I will look into the utility sector. I have also been looking at defense companies.
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#20
(08-27-2014, 03:06 PM)twil Wrote:
(08-19-2014, 09:32 PM)Turvok Wrote: PM and T great and I am long both of those too. But I categorize them as Consumer staples and Tech, respectively.

This is why I thought I had multiple tech stocks.

I will look into the utility sector. I have also been looking at defense companies.

I consider AT&T a telecommunications company, not tech.
My Blog: DGIfortheDIY.com
Seeking Alpha Author Page 
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