It has been way too long since I did an update of my portfolio, so here goes:
My last update was in December 2013. Since then, the portfolio has grown from 22 to 27 positions, shown here in order of size (as a percentage of the total value of the portfolio).
Tickers in red indicate where the current share price is below the average price per share that I paid. (Though note that this only counts shares bought with “new” money; not reinvested dividends.) XOM is a relatively new position, so no surprise there, and I am comfortable with PM. The REITs in the red are a more troubling story, but those incredible yields are a calculated risk. Everything else is in the “
With 27 positions, equal weighting would be about 3.7 percent of total value per company. The black line shows the break point. Shares above that are “overweight” while shares below are “underweight.” I’ve said often and emphatically that this is not a big concern for me at this point.
This bad boy is throwing off an average of $29.44 in dividends each and every day. Not exactly Scrooge McDuck money, and way below my retirement needs, but it does give me great comfort – nobody I love should ever starve to death! And for now, it is all going back into buying more shares.
Any and all thoughts greatly appreciated.
My last update was in December 2013. Since then, the portfolio has grown from 22 to 27 positions, shown here in order of size (as a percentage of the total value of the portfolio).
Tickers in red indicate where the current share price is below the average price per share that I paid. (Though note that this only counts shares bought with “new” money; not reinvested dividends.) XOM is a relatively new position, so no surprise there, and I am comfortable with PM. The REITs in the red are a more troubling story, but those incredible yields are a calculated risk. Everything else is in the “
With 27 positions, equal weighting would be about 3.7 percent of total value per company. The black line shows the break point. Shares above that are “overweight” while shares below are “underweight.” I’ve said often and emphatically that this is not a big concern for me at this point.
This bad boy is throwing off an average of $29.44 in dividends each and every day. Not exactly Scrooge McDuck money, and way below my retirement needs, but it does give me great comfort – nobody I love should ever starve to death! And for now, it is all going back into buying more shares.
Any and all thoughts greatly appreciated.