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+--- Thread: small portfolio (/showthread.php?tid=533)
small portfolio - jcirafic - 05-03-2014
Here's mine-generates about $2500 in dividend income per year. Heaviest weightings are t, aapl, kmp, cop, cvx although I consider my core stocks to be t, jnj, cop,cvx, mcd, and ko. Check out my blog at http://jcinvestor.blogspot.com for more...comments welcome!
AAPL APPLE INC
ARNA ARENA PHARMACEUTICAL S INC
COP CONOCOPHILLIPS
CSCO CISCO SYS INC
CVX CHEVRON CORP NEW
ED CONSOLIDATED EDISON HLDG CO INC
F FORD MTR CO DEL COM
GE GENERAL ELECTRIC CO
JNJ JOHNSON & JOHNSON
KMP KINDER MORGAN ENERGY PARTNERS L P
KO COCA COLA CO
MCD MCDONALDS CORP
PG PROCTER & GAMBLE CO
T AT&T INC COM
RE: small portfolio - Dividend Watcher - 05-04-2014
Nice portfolio, jcirifac.
Just wondering about ARNA? No earnings, no dividend -- speculative play?
RE: small portfolio - jcirafic - 05-05-2014
(05-04-2014, 10:31 PM)Dividend Watcher Wrote: Nice portfolio, jcirifac.
Just wondering about ARNA? No earnings, no dividend -- speculative play?
yes, arna has marketed an anti obesity drug called Belviq-tv ads have just started. I am in the red on this one by 30% even though I owned it way back at $2 and sold it after a small gain. Talk about mistiming. It is my only speculative play and good thing or I'd be broke. arna has a developing pipeline too. Sales data is reported every week on SA by Spencer Osborne-sales are finally starting to ramp up.
Other pharma that is not so speculative that looks interesting now-PFE.
RE: small portfolio - TomK - 05-06-2014
That's a good looking portfolio, jcirifac. And $2500 per year is a fine start for a small portfolio. I like how concentrated it is. I've been reading a lot of different opinions lately about how many positions are desirable in a self-managed portfolio, and while there are good arguments on both sides, I am starting to become convinced that a smaller stable of 15 to 20 names is as good as, and in some ways better than the 30 to 50 that many choose. I haven't reached any conclusions on the subject, but it is nice and interesting to see a compact portfolio like yours.
RE: small portfolio - jcirafic - 05-06-2014
(05-06-2014, 07:54 AM)TomK Wrote: That's a good looking portfolio, jcirifac. And $2500 per year is a fine start for a small portfolio. I like how concentrated it is. I've been reading a lot of different opinions lately about how many positions are desirable in a self-managed portfolio, and while there are good arguments on both sides, I am starting to become convinced that a smaller stable of 15 to 20 names is as good as, and in some ways better than the 30 to 50 that many choose. I haven't reached any conclusions on the subject, but it is nice and interesting to see a compact portfolio like yours.
Thanks TomK. I also like the compactness and simplicity. It's easier to keep track of things but still seems diversified enough for me. I deliberately exclude financials and materials and soon will replace csco with another consumer staple like krft so that tech is down to aapl. I believe financials are almost impossible to understand and materials/tech are too volatile and unpredictable. So I'm left with the other sectors which I somewhat understand.