Updated 10/30/14
Listed as company and percentage of my portfolio. AS I'm accumulating, I buy when the price is right, rather than for proper portfolio diversification-- its fairly lop-sided just now.
I try and go "all in" to a stock when I get the chance, or into a sector if I can. For example, I'm as deep in Oil and Nat. Gas as I intend to be. I'll add IBM and maybe MXIM to tech and be done, etc.
I like to buy competitors; i.e. Coke and Pepsi and maybe add Dr. Pepper to round out (or MDC and Yum). I feel that allows the major players to seesaw market share back and forth, and I win either way.
Security Breakdown (%)
Abbott Laboratories 1.38
AbbVie Inc 1.76
Alliance Resource Pa 3.17
American Capital Age 1.38
American Funds Capit 2.14
American Funds Growt 2.72
American Realty Cap 2.16
AmeriGas Partners LP 3.31
Apple Inc 3.55
AstraZeneca PLC ADR 3.12
BHP Billiton PLC ADR 1.82
Chevron Corp 2.95
Coca-Cola Co 2.94
ConocoPhillips 0.45
ConocoPhillips 1.90
CSX Corp 1.78
Deere & Co 1.47
Digital Realty Trust 3.12
Enterprise Products 1.63
Exelon Corp 2.60
Expeditors Intn. 2.59
Health Care REIT, In 3.47
Hercules Technology 1.43
Intel Corp 1.78
IBM 2.65
Kinder Morgan, Inc. 1.35
Kinder Morgan Eng 1.21
LinnCo LLC 1.17
McDonalds Corp 2.82
Microsoft Corp 4.10
National Retail Prop 2.61
Norfolk Southern 1.86
Omega Healthcare 3.47
Procter & Gamble Co 3.31
Realty Income Corp 2.68
Rogers Comm 2.08
Royal Dutch Shell PL 2.62
Spectra Energy Corp 3.29
TCP Capital Corp 1.37
Vanguard Natural Res 1.20
Verizon Comm 1.06
Vodafone Group 1.45
Western Union Co 1.27
Percentage of Portfolio Analyzed 96.18
Listed as company and percentage of my portfolio. AS I'm accumulating, I buy when the price is right, rather than for proper portfolio diversification-- its fairly lop-sided just now.
I try and go "all in" to a stock when I get the chance, or into a sector if I can. For example, I'm as deep in Oil and Nat. Gas as I intend to be. I'll add IBM and maybe MXIM to tech and be done, etc.
I like to buy competitors; i.e. Coke and Pepsi and maybe add Dr. Pepper to round out (or MDC and Yum). I feel that allows the major players to seesaw market share back and forth, and I win either way.
Security Breakdown (%)
Abbott Laboratories 1.38
AbbVie Inc 1.76
Alliance Resource Pa 3.17
American Capital Age 1.38
American Funds Capit 2.14
American Funds Growt 2.72
American Realty Cap 2.16
AmeriGas Partners LP 3.31
Apple Inc 3.55
AstraZeneca PLC ADR 3.12
BHP Billiton PLC ADR 1.82
Chevron Corp 2.95
Coca-Cola Co 2.94
ConocoPhillips 0.45
ConocoPhillips 1.90
CSX Corp 1.78
Deere & Co 1.47
Digital Realty Trust 3.12
Enterprise Products 1.63
Exelon Corp 2.60
Expeditors Intn. 2.59
Health Care REIT, In 3.47
Hercules Technology 1.43
Intel Corp 1.78
IBM 2.65
Kinder Morgan, Inc. 1.35
Kinder Morgan Eng 1.21
LinnCo LLC 1.17
McDonalds Corp 2.82
Microsoft Corp 4.10
National Retail Prop 2.61
Norfolk Southern 1.86
Omega Healthcare 3.47
Procter & Gamble Co 3.31
Realty Income Corp 2.68
Rogers Comm 2.08
Royal Dutch Shell PL 2.62
Spectra Energy Corp 3.29
TCP Capital Corp 1.37
Vanguard Natural Res 1.20
Verizon Comm 1.06
Vodafone Group 1.45
Western Union Co 1.27
Percentage of Portfolio Analyzed 96.18