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Portfolio Tracking
#31
The utility update article was just posted on Seeking Alpha.

Hope you enjoy!

The Top 10 Utility Stocks For 2016 And Beyond
My Blog: DGIfortheDIY.com
Seeking Alpha Author Page 
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#32
Many thanks! Will read right now (before reading, I've been eying for the last few weeks Exelon + SO + DUK + D, I'll write a quick update after reading if it proves my points or I just confirm I know nothing of this business, as I sometimes feel I'm the John Snow of investing...)



EDIT: Not bad!  Smile More importantly, this 2nd analysis proves your analysis from 6 months ago! So good job to you! Pity you didn't mention Exelon in it. I'll stay within my watch list for now.
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#33
With the high prices in basically everything, I have been fairly quiet in the stock market as of late.  I did finally trim BBL and SOUHY and bought more MMM, DOW, VZ, and PRU since the December update.  I am still light on utilities, but every thing seems to be over priced.

Passive income covers 22.6% of monthly expenses

Energy: 6% of total dividends: CVX, XOM

Materials: 9% of total dividends: DOW, AGU

Industrials: 16% of total dividends: GE, MMM, LMT, CMI, EMR

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

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

Health Care: 8% of total dividends: JNJ, ABBV

Financials: 14% of total dividends: BNS, WFC, PRU, AFL, JPM

Info Tech: 4% of total dividends: IBM

Telecom: 10% of total dividends: T, VZ

Utilities: 5% of total dividends: MSEX, ED

REIT: 6% of total dividends: OHI, O
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#34
Things continue to be expensive in the market.  Since the last update I have been nibbling on TGT, ADM, and EMR.  The only new addition is a small position in AAPL.  I would love to add more health care and utilities, but I will have to wait for prices to come back down.

Passive income covers 23.2% of monthly expenses

Energy: 6% of total dividends: CVX, XOM

Materials: 9% of total dividends: DOW, AGU

Industrials: 18% of total dividends: GE, MMM, LMT, CMI, EMR

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

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

Health Care: 7% of total dividends: JNJ, ABBV

Financials: 13% of total dividends: BNS, WFC, PRU, AFL, JPM

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

Telecom: 9% of total dividends: T, VZ

Utilities: 5% of total dividends: MSEX, ED

REIT: 6% of total dividends: OHI, O
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#35
Since the last update, I have averaged down on TGT and OHI.  While I am still doing a monthly purchase, I am saving up a pile of cash waiting for the market to present an opportunity.

Passive income covers 23.6% 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

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

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

Health Care: 7% of total dividends: JNJ, ABBV

Financials: 13% of total dividends: BNS, WFC, PRU, AFL, JPM

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

Telecom: 9% of total dividends: T, VZ

Utilities: 5% of total dividends: MSEX, ED

REIT: 9% of total dividends: OHI, O
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#36
I have added a position in FLO since the last update.  Mostly, I have been parking cash and waiting for this bull market to finally come to an end.

Passive income covers 23.8% of monthly expenses

Energy: 5% of total dividends: CVX, XOM

Materials: 8% of total dividends: DOW, AGU

Industrials: 16% of total dividends: GE, MMM, LMT, CMI, EMR

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

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

Health Care: 7% of total dividends: JNJ, ABBV

Financials: 12% 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: 9% of total dividends: OHI, O
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#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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