Taxable Accounts: $122,855.00 / ROTH IRA: $54,554.37
Deposits: Taxable Accounts $84,775 / ROTH IRA $36,300
Basis includes transaction costs, fees, and all reinvested dividends (if applicable)
** Indicates foreign common stocks subject to exchange rates; income is only an estimate
Glad to see the blog up and running. Always nice to see other portfolios and the though process behind buys/sells.
ReplyDeleteAnything you're particularly interested in for your January purchases? I don't see a lot of value currently, but I do like making monthly purchases. We'll see.
I like RTN and UNS...two that you own and I do not. I was looking at RTN when it dipped in the low $40's, and passed after it rebounded strongly. I wish I would have purchased it anyway as it's near $50 last I looked. UNS looks pretty solid here, but I haven't done any research on it. It's a utility based in the Phoenix area, correct?
Anyway, look forward to staying touch!
CI,
DeleteYou seem to have a pretty neat portfolio out there that is generating $500/month in dividends, which is impressive.
Hope you get back to blogging soon to share your future progress!
Dividend Growth Investor
Thanks DGI! I recently broke the $500/month threshold, kind of exciting.
DeleteI will be away from time to time because of my job, but I have no plans to stop blogging!
You've got a very nice portfolio. I'd like to be at your income producing level by the end of next year. I will be keeping an eye on your trades. I have several names on your list that are in my portfolio. I'd also like to buy several you have and I don't including ITW, MCD, PG, RTN.
ReplyDeleteI noticed you keep about 10% in cash, is that because you expect a pullback? I keep more than that in mine but that's partly because I plan on house shopping soon.
Good luck!
AustinB,
DeleteI highly recommend PG and MCD, those are premier dividend growth stocks in my opinion. The trick is getting an attractive purchase price. I paid a little more for MCD than I wanted, but am happy to be an owner of the company.
I've been over 10% cash all of 2012 so far. I haven't found many stock prices that excited me, but still managed to make 1-2 purchases every month. I'd like to be fully invested. The cash listed on this blog is deposited into my investment accounts and will be used to purchase stock.
I keep my banking seperate. I have a checking account, 2 saving accounts and some cds. I do not track those here because I do not consider them investments. They are guaranteed to lose money due to inflation.
Thanks for stopping by
Why dont you have two quit strong companies in your portfolio: walmart and exxonmobile. They look quit strong and stable and has good profitability. Ou I would be looking at profitability margin more then dividend, as not paid profit ads to companies share value and these money can earn more money in the future that is increase dividend payments.
ReplyDeleteFA,
DeleteThank you for stopping by!
Both WMT and XOM are in Watch List and I follow both companies. I've come very close to buying WMT in the past and I still kick myself for passing it over in 2011 when it was under $50/share. In my strategy I invest in companies who pay a minimum of 2.75%. In the future I would strongly consider picking up shares if I can get a nice entry yield (or low price depending on how you look at it). I follow XOM, but probably will not start a position because I already own Chevron, Conocophillips and soon Phillips 66. Again I'd look for a 2.75% yield in XOM.
I think both companies will be great long term investments, which is exactly why I follow them.
Go Military and Go Dividends! Congrats on pursuing the dividend investing strategy. I am a big proponent of exactly what you are doing. Been doing it for about 14 years and have been watching the annual and monthly income steadily increase. I reinvest all dividends to maximize the compounding effect. Once I am really retired, I'll stop reinvesting and start receiving. Looks like we follow and invest in many of the same companies. I look forward to following your progress and your investment decisions. Stay the course! Thanks for your service. Did 12 on AD myself and now in the reserve.
ReplyDeleteAwesome! I bet you're doing well after 14 years, that's a lot of time for compounding. I plan to do 20 active, hopefully I'll make it. Unfortunately I joined in my late 20's so I still have a long way to go. Beyond the pension I like seeing the world, being part of a team, and doing my duty for my country. I start a new adventure next month, I'm off to Korea!
DeleteI like your Blog and being able to see your portfolio is cool. I am still working on building up my portfolio and hoping to make some new purchases soon. Keep up the good work.
ReplyDeleteThank you! Stay in touch and fill us in on the details of you decide to buy. I like to hear different perspectives on stocks and investing. I've picked up tons of great ideas from various blogs.
DeleteNice Portfolio. Keep the good work! Question: Do you find it hard to keep track of all your holdings. I have 10 and I find it time consuming. Take care.
ReplyDeleteThanks for the kind words!
DeleteI find keeping up with my positions manageable. Having over 30 holdings obviously takes more time compared to 10. I like reading articles, listening to conference calls, and checking financial statements. I understand that most people would not want to spend the time, but it is something I enjoy. Plus at my current assignment I work 12 hour shifts so I'm able to do a lot of research without interfering with my free time.
In the end I'll probably have 40 positions, maybe even 50 years down the road. I believe in diversification and have more faith in the dividend growth strategy itself than my ability to consistently pick winners. The more positions I have, the less I rely on stock picking. I would not be comfortable with a concentrated portfolio simply because I don't consider myself to anything more than an average stock picker. That's just me, there is no right or wrong. If I had a knack for picking big winners I'd probably just go with a more conventional growth strategy.
I'm really just an average guy who saves more than other average people. My strength is consistency, I've been able to save atleast $500 every single month for the past 5 years. It builds up over time.
Thanks for stopping by!
Your blog and several similar blogs have inspired me to create my own dividend growth portfolio and blog (DivGro). I'm still an infant in all of this, so thanks for continuing to share your thoughts so I (we all) can learn!
ReplyDeleteCheers
FerdiS
No problem! It's interesting to see real life portfolios in action. Just remember most dividend and income bloggers are amateurs plus we have benefitted from a rising stock market the past few years. The feeling of being bulletproof will subside when the market sours. The stock market is very fickle and will test our nerves sooner or later!
DeleteI will check out your site when I have a minute.
Cheers!
Great portfolio. I am in the Marines. I wish I would have started sooner. But late is better than never. Good luck with your career and good luck with your goals!
ReplyDeleteThanks JDavis! Great to hear from fellow service members! Feel free to stop by any time, you are most welcome here!
DeleteVery nice to see someone doing so well!
ReplyDeleteAs a new investor and blogger myself, it is fantastic motivation to continue.
Dvidendgamer.com,
DeleteThank you for the kind words! I'll drop by your site in just a minute. Best wishes!
Great looking portoflio. Keep up the good work!
ReplyDeleteThanks GK!
DeleteNice portfolio! Keep it going.
ReplyDeleteTake care,
Passive Income Mavericks
PIM,
DeleteI see we own many of the same companies (COP, MCD, PM, WMT, etc.), I'll have to stop by every so often and see how you're doing.
Take care!
Lovely portfolio and keep up the good work. I been in DRIPs since April 2001 and it's paying off big time.
ReplyDeleteI'm in the Navy and will be posting my blog pretty soon. Keep in touch CI.
Awesome!
DeleteIf you decide to start the blog, let me know! Please stay in touch.
Nice portfolio...It appears you are well diversified and with solid companies that should continue to pay you dividends for years! And nice annual dividend yield...congrats on surpassing $6K.
ReplyDeleteWishing you continued success in your journey!
What a great Portfolio and solid dividend income source. I love your asset allocation and the way you invest. Most of your stocks I own too and they give me a great passive income for years. Receiving $6.2 in dividend income is a great return on your $177k portfolio; better than the market! Keep up your great work. I've put your blog into my blogroll. Hope you can do the same for me. Be sure, I will come back soon :-)
ReplyDeleteInteresting portfolio!
ReplyDeleteHow do you think about the long-term future of MC? Some people see problems with changing consumer behaviours.
Best regards and keep investing wisely
EternalYield