My Dividend Growth Portfolio


-->


Company NameStock TickerSector
Ford Motor CompanyFAuto
Nordstrom, Inc.JWNCons Discr
Kohl's CorporationKSSCons Discr
Target CorporationTGTCons Discr
VF CorpVFCCons Discr
Archer Daniels Midland CompanyADMCons Staples
Flowers Foods, Inc.FLOCons Staples
Kimberly Clark CorpKMBCons Staples
Chevron CorporationCVXEnergy
Enbridge Inc (USA)ENBEnergy
Valero Energy CorporationVLOEnergy
Main Street Capital CorporationMAINFinancials
Old Republic International CorporationORIFinancials
People's United Financial, Inc.PBCTFinancials
AbbVie IncABBVHealth Care
Johnson & JohnsonJNJHealth Care
Pfizer Inc.PFEHealth Care
Boeing CoBAIndustrial
Cummins Inc.CMIIndustrial
Eaton Corporation, PLC Ordinary SharesETNIndustrial
Lockheed Martin CorporationLMTIndustrial
Digital Realty Trust, Inc.DLRREIT
Welltower IncHCNREIT
Hospitality Properties TrustHPTREIT
Monmouth R.E. Inv. Corp.MNRREIT
National Retail Properties, Inc.NNNREIT
Realty Income CorpOREIT
Omega Healthcare Investors IncOHIREIT
Tanger Factory Outlet Centers Inc.SKTREIT
Ventas, Inc.VTRREIT
W.P. Carey Inc. REITWPCREIT
Cisco Systems, Inc.CSCOTechnology
Intel CorporationINTCTechnology
Microsoft CorporationMSFTTechnology
QUALCOMM, Inc.QCOMTechnology
AT&T Inc.TTelecom
Verizon Communications Inc.VZTelecom
Dominion Energy IncDUtility
Duke Energy CorpDUKUtility
Consolidated Edison, Inc.EDUtility
PPL CorpPPLUtility
SCANA CorporationSCGUtility
Southern CoSOUtility

-->

You May Also Like To Read

8 comments:

  1. What a wonderful portfolio! I see you are quite low on financials. Any reason why? Also, what is the average size on each holding?

    ReplyDelete
    Replies
    1. Thanks, yes I've purposely kept exposure to financials low, currently at 3.57%. It is mainly because we have been in a low interest environment for a while and financials are very tricky to evaluate. As interest rates start to rise, I'll likely add more financials to the portfolio.

      As for the size on each holding, well the holding size can vary quite a bit depending on if the stock is my core position or not. For a core position like T, I keep the allocation limit to 10% of portfolio while non-core position can be as low as 1 to 2%.

      Thanks for stopping by and commenting!

      Delete
    2. Interesting. Would be very interesting to see which one of your holding that´s a core stock. Also, I think this interview (a long with a few others by Steve Eisman is interesting): https://www.youtube.com/watch?v=fuEmjqZkEME

      Btw, smart to do 1/2%. No emotional bombs there. If you want to talk about nordic stocks, feel free to ask!

      Delete
    3. Sure, I will see if I can update the list indicating core holdings. Thanks for the link to the video, will check it out.

      I don't know anything about Nordic stocks that's why I haven't invested in them. I try to limit my exposure to foreign stocks due to tax withholding and currency fluctuation issues. But I let you know if I have any questions. Thanks!

      Delete
    4. I get the tax withholding and currency fluctuation part, but: Your whole financial life is build upon the $, wouldn´t it be smart to diversify your wallet aswell?

      Delete
    5. Like Buffet said "Invest in what you understand and know", I would add to that, "Invest in what you understand and can monitor effectively" :)

      Foreign stock investments have too many moving parts that I don't care to track or monitor. Having invested in US based global companies gives me enough exposure to the rest of the world that I don't feel I need to go outside of US for my investments or trade in different currencies, just for diversification.

      US dollar is still the most widely used currency in the world and has been that way for a very long time. I also believe in the US trade regulations and economists who make sure US dollar stays dominant.

      I guess, what I'm saying is in my perspective, I'm better off staying invested in the US dollar and US companies.

      Delete
  2. This is a smart, safe-looking portfolio for sure. Especially seeing the telecoms in there! I will say, in terms of the financials, that after Yellen's comments now is probably the perfect time to increase your percentage holdings in this area: http://www.investopedia.com/news/bank-stocks-set-shine-fed-tapering-begins/?utm_source=news-to-use&utm_campaign=dfp-retire-tl-us-desk&utm_term=10708283&utm_content=09/20/2017&utm_medium=email

    ReplyDelete
    Replies
    1. Yes, I'm looking into the financial sector for a few good picks. Fed tapering should start soon.

      Thanks!

      Delete