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Portfolio Tracking
#37
There are few more decently priced stocks these days.  Since the last update, I initiated positions in CAH and HON.  Also, I added more ABBV. 

Passive income covers 24.2% of monthly expenses

Energy: 5% of total dividends: CVX, XOM

Materials: 8% of total dividends: DOW, AGU

Industrials: 17% of total dividends: GE, MMM, LMT, CMI, EMR, HON

Consumer Discretionary: 8% of total dividends: WMT, TGT

Consumer Staples: 18% of total dividends: MO, PG, PM, UL, DEO, GIS, ADM, FLO

Health Care: 10% of total dividends: JNJ, ABBV, CAH

Financials: 11% of total dividends: BNS, WFC, PRU, AFL, JPM

Info Tech: 4% of total dividends: IBM, AAPL

Telecom: 8% of total dividends: T, VZ

Utilities: 4% of total dividends: MSEX, ED

REIT: 8% of total dividends: OHI, O
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#38
Since the last update, I initiated a position in TD.  Also, I added more to my positions in CAH and OHI.  I am now a bit overweight in the financial/REIT area.  I do want to pick up more Health Care and Utilities as they are starting to be better priced.


Passive income covers 24.8% of monthly expenses

Energy: 4% of total dividends: CVX, XOM

Materials: 7% of total dividends: DOW, AGU

Industrials: 15% of total dividends: GE, MMM, LMT, CMI, EMR, HON

Consumer Discretionary: 7% of total dividends: WMT, TGT

Consumer Staples: 16% of total dividends: MO, PG, PM, UL, DEO, GIS, ADM, FLO

Health Care: 13% of total dividends: JNJ, ABBV, CAH

Financials: 10% of total dividends: BNS, WFC, PRU, AFL, JPM, TD

Info Tech: 4% of total dividends: IBM, AAPL

Telecom: 7% of total dividends: T, VZ

Utilities: 4% of total dividends: MSEX, ED

REIT: 11% of total dividends: OHI, O
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#39
Since the last update, I have been mostly buying up Healthcare stocks: JNJ, ABBV and CAH.  I also added to VZ and IBM.  I was excited to cross the 25% of monthly expenses mark.

Passive income covers 25.3% of monthly expenses

Energy: 4% of total dividends: CVX, XOM

Materials: 7% of total dividends: DOW, AGU

Industrials: 15% of total dividends: GE, MMM, LMT, CMI, EMR, HON

Consumer Discretionary: 7% of total dividends: WMT, TGT

Consumer Staples: 15% of total dividends: MO, PG, PM, UL, DEO, GIS, ADM, FLO

Health Care: 14% of total dividends: JNJ, ABBV, CAH

Financials: 11% of total dividends: BNS, WFC, PRU, AFL, JPM, TD

Info Tech: 5% of total dividends: IBM, AAPL

Telecom: 9% of total dividends: T, VZ

Utilities: 4% of total dividends: MSEX, ED

REIT: 10% of total dividends: OHI, O
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#40
With such high prices across the board, the only stock addition I have done is adding more TGT.  Additionally, I have picked up some in state municipal bonds for some tax free income and diversification.

Passive income covers 25.8% of monthly expenses

Energy: 4% of total income: CVX, XOM

Materials: 6% of total income: DOW, AGU

Industrials: 14% of total income: GE, MMM, LMT, CMI, EMR, HON

Consumer Discretionary: 8% of total income: WMT, TGT

Consumer Staples: 15% of total income: MO, PG, PM, UL, DEO, GIS, ADM, FLO

Health Care: 13% of total income: JNJ, ABBV, CAH

Financials: 11% of total income: BNS, WFC, PRU, AFL, JPM, TD

Info Tech: 5% of total income: IBM, AAPL

Telecom: 8% of total income: T, VZ

Utilities: 3% of total income: MSEX, ED

REIT: 10% of total income: OHI, O

Muni Bonds: 4% of total income
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#41
Great to see that expense coverage grow steadily! And with already over 25% it's probably just a matter of time before the dividends double and then double again on their own with those companies...  Smile
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#42
I have been focusing on the Health Care sector as of late with additions to my ABBV and CAH positions along with a new position in CVS.  Additionally, I have brought VZ up to a full position.

Passive income covers 26.2% of monthly expenses

Energy: 4% of total income: CVX, XOM

Materials: 6% of total income: DOW, AGU

Industrials: 13% of total income: GE, MMM, LMT, CMI, EMR, HON

Consumer Discretionary: 8% of total income: WMT, TGT

Consumer Staples: 14% of total income: MO, PG, PM, UL, DEO, GIS, ADM, FLO

Health Care: 15% of total income: JNJ, ABBV, CAH, CVS

Financials: 10% of total income: BNS, WFC, PRU, AFL, JPM, TD

Info Tech: 5% of total income: IBM, AAPL

Telecom: 10% of total income: T, VZ

Utilities: 3% of total income: MSEX, ED

REIT: 10% of total income: OHI, O

Muni Bonds: 3% of total income
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#43
I have been busy lately.  I sold off a number of overvalued positions in preparation for buying a rental property.  The only things I have added over the summer was a new position in SBSI and bring MO up to a full position.  I will need to make future purchases in the sectors I am now underweight in. 

Passive income covers 24.5% of monthly expenses

Energy: 4% of total income: XOM

Materials: 7% of total income: DWDP, AGU

Industrials: 0% of total income: None

Consumer Discretionary: 8% of total income: WMT, TGT

Consumer Staples: 14% of total income: MO, UL, DEO, GIS, ADM, FLO

Health Care: 19% of total income: JNJ, ABBV, CAH

Financials: 13% of total income: BNS, WFC, AFL, JPM, TD, SBSI

Info Tech: 5% of total income: IBM

Telecom: 12% of total income: T, VZ

Utilities: 2% of total income: ED

REIT: 10% of total income: OHI, O

Muni Bonds: 4% of total income
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#44
Nice work Benjamen, 24.5% of expenses is some great progress!
My website: DGI For The DIY
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