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Portfolio Tracking
#25
I have been saving up cash while the market has been dropping. After my first round of purchases, here is where I sit:

Energy: 4% of total dividends
Own: CVX
Watch List: XOM

Materials: 7% of total dividends
Own: BBL, SOUHV
Watch List: DOW

Industrials: 17% of total dividends
Own: GE, MMM
Watch List: EMR, CAT

Consumer Discretionary: 0% of total dividends
Own: None
Watch List: DIS, TGT, MCD

Consumer Staples: 23% of total dividends
Own: MO, PG, PM, UL
Watch List: KO, PEP, GIS

Health Care: 17% of total dividends
Own: JNJ
Watch List: ABBV

Financials: 8% of total dividends
Own: BNS
Watch List: WFC, TROW, AFL, JPM, TD, CINF

Info Tech: 0% of total dividends
Own: None
Watch List: MSFT, IBM

Telecom: 17% of total dividends
Own: T, VZ
Watch List: more T

Utilities: 7% of total dividends
Own: MSEX
Watch List: SO, ED

REIT: 0% of total dividends
Own: None
Watch List: OHI, HCP, WPC
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#26
After my second round of purchases:

Energy: 9% of total dividends: CVX, XOM

Materials: 10% of total dividends: BBL, SOUHV, DOW

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

Consumer Discretionary: 4% of total dividends: WMT

Consumer Staples: 22% of total dividends: MO, PG, PM, UL, DEO

Health Care: 12% of total dividends: JNJ

Financials: 6% of total dividends: BNS

Info Tech: 4% of total dividends: IBM

Telecom: 12% of total dividends: T, VZ

Utilities: 5% of total dividends: MSEX
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#27
Passive income covers 20% of monthly expenses

Energy: 6% of total dividends: CVX, XOM

Materials: 9% of total dividends: BBL, SOUHV, DOW, AGU

Industrials: 14% of total dividends: GE, MMM, LMT, CMI

Consumer Discretionary: 5% of total dividends: WMT, TGT

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

Health Care: 11% of total dividends: JNJ, ABBV

Financials: 6% of total dividends: BNS, WFC

Info Tech: 3% of total dividends: IBM

Telecom: 13% of total dividends: T, VZ

Utilities: 7% of total dividends: MSEX, ED

REIT: 8% of total dividends: OHI, O

I am starting to run out of ideas for future purchases.  Everything seems to be getting very expensive.  Ideas?
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#28
I have made my last purchases for the year.  Going forward, I would like to acquire more healthcare and utility sector stocks. I am too heavy in financials and materials, so I will be holding off on future purchases in those areas

Passive income covers 21.3% of monthly expenses

Energy: 6% of total dividends: CVX, XOM

Materials: 9% of total dividends: BBL, SOUHV, DOW, AGU

Industrials: 15% 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: 8% of total dividends: JNJ, ABBV

Financials: 13% 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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#29
I'm about 90% done with my utility rankings article, hope to finish it up in the next day or so. Will give you a link when it's posted.

There are some nice opportunities in the sector.
My website: DGI For The DIY
Also on: Facebook - Twitter - Seeking Alpha
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#30
(12-18-2015, 11:13 AM)EricL Wrote: I'm about 90% done with my utility rankings article, hope to finish it up in the next day or so. Will give you a link when it's posted.

Great, Eric.  Looking forward to it.
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#31
The utility update article was just posted on Seeking Alpha.

Hope you enjoy!

The Top 10 Utility Stocks For 2016 And Beyond
My website: DGI For The DIY
Also on: Facebook - Twitter - Seeking Alpha
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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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