04-06-2014, 02:58 PM
35 Holdings in these peanut sized IRA portfolios
Underweight - ARCP KMB, NGG, POT, SDRL, (roughly $1,500 to $2,500 positions)
Overweight - AAPL, CVX, DLR, GE, JNJ, KMI, MCD, O, OHI, PG, SE, WEC (roughly $3,800 to $5,800 positions)
Equal weight - AVA, BAX, BCE, BMO, BNS, CAT, CLX, CSCO, GIS, KO, KRFT, LMT, LNT, RCI, SO, TGT, UL, WAG (about $2,900 to $3,700 positions)
A rough estimate of dividend income for 2014 is $5,550. If I add 3 positions after we finish getting set up here, it will climb to over $6,000 annualized. Thank goodness for pensions and Social Security
. I use about a 7% dividend growth estimate, but think it could come in a bit higher. That compares with growth in pension income of 1.25-2% annually and in SS of whatever the COLA is - pretty low right now.
All dividends are being reinvested via DRIPs into the companies that paid the dividends, and we plan to continue that practice until and unless we absolutely need the income (not very likely), or we need to start RMDs in 9 years.
Underweight - ARCP KMB, NGG, POT, SDRL, (roughly $1,500 to $2,500 positions)
Overweight - AAPL, CVX, DLR, GE, JNJ, KMI, MCD, O, OHI, PG, SE, WEC (roughly $3,800 to $5,800 positions)
Equal weight - AVA, BAX, BCE, BMO, BNS, CAT, CLX, CSCO, GIS, KO, KRFT, LMT, LNT, RCI, SO, TGT, UL, WAG (about $2,900 to $3,700 positions)
A rough estimate of dividend income for 2014 is $5,550. If I add 3 positions after we finish getting set up here, it will climb to over $6,000 annualized. Thank goodness for pensions and Social Security
. I use about a 7% dividend growth estimate, but think it could come in a bit higher. That compares with growth in pension income of 1.25-2% annually and in SS of whatever the COLA is - pretty low right now.All dividends are being reinvested via DRIPs into the companies that paid the dividends, and we plan to continue that practice until and unless we absolutely need the income (not very likely), or we need to start RMDs in 9 years.