11-30-2013, 09:41 AM
I have been dividend growth investing in my taxable account for about 2 1/2 years. The majority of my savings is still in mutual funds in tax deferred accounts; however, the taxable account is where I am currently putting my savings.
The following are the stocks I own and the percentages:
AEP 1.7%
BAX 3.1%
CA 3.2%
CBRL 2.0%
COH 2.0%
COP 1.7%
CPSI 1.6%
CRWS 1.7%
CSCO 2.5%
CSX 5.4%
CVX 3.0%
DPS 1.7%
ELRC 1.3%
FHCO 1.2%
FRS 1.6%
GCI 2.1%
GIS 1.3%
HAS 4.2%
INTC 3.7%
IPHS 1.5%
JNJ 3.1%
KLAC 2.1%
KMB 4.6%
MAT 1.8%
MCD 4.7%
MSFT 2.2%
MXIM 1.3%
NPBC 1.5%
NSC 4.9%
OMI 3.4%
OXY 3.1%
PETS 2.6%
PKG 3.2%
QCOR 0.8%
QSII 1.7%
RFIL 1.9%
SAFT 1.5%
SO 2.9%
SPLS 2.0%
STX 2.5%
WAG 1.9%
I purposely have a large number of stocks, since I don't think small investors have enough information about any single company to take too large a stake. In addition, I will buy smaller cap stocks which meet my criteria which makes my buying pool larger than most investors. I buy the cheapest stock compared to valuation that doesn't exceed my weighting criteria at the time I have money to invest.
The greatest percentage is in CSX, since I believe railroads will be the key industry in the future. The smallest percentage is in QCOR, since I sold most of my shares after the very large run-up in price with the remaining shares used primarily to keep my attention on the stock.
The following are the stocks I own and the percentages:
AEP 1.7%
BAX 3.1%
CA 3.2%
CBRL 2.0%
COH 2.0%
COP 1.7%
CPSI 1.6%
CRWS 1.7%
CSCO 2.5%
CSX 5.4%
CVX 3.0%
DPS 1.7%
ELRC 1.3%
FHCO 1.2%
FRS 1.6%
GCI 2.1%
GIS 1.3%
HAS 4.2%
INTC 3.7%
IPHS 1.5%
JNJ 3.1%
KLAC 2.1%
KMB 4.6%
MAT 1.8%
MCD 4.7%
MSFT 2.2%
MXIM 1.3%
NPBC 1.5%
NSC 4.9%
OMI 3.4%
OXY 3.1%
PETS 2.6%
PKG 3.2%
QCOR 0.8%
QSII 1.7%
RFIL 1.9%
SAFT 1.5%
SO 2.9%
SPLS 2.0%
STX 2.5%
WAG 1.9%
I purposely have a large number of stocks, since I don't think small investors have enough information about any single company to take too large a stake. In addition, I will buy smaller cap stocks which meet my criteria which makes my buying pool larger than most investors. I buy the cheapest stock compared to valuation that doesn't exceed my weighting criteria at the time I have money to invest.
The greatest percentage is in CSX, since I believe railroads will be the key industry in the future. The smallest percentage is in QCOR, since I sold most of my shares after the very large run-up in price with the remaining shares used primarily to keep my attention on the stock.