02-23-2014, 10:47 PM
(This post was last modified: 02-24-2014, 12:05 AM by Dividend Watcher.)
Since so many have shared their portfolio, guess I ought to share mine. Rather than a copy of the spreadsheet, I'll add a chart I have in my spreadsheet. It helps me visualize how balanced it is much easier since I am a visual learner.
This is as of right now. You'll notice I probably should do some rebalancing which is what I worked on today.
I have stop limit orders on partial shares of WAG and HRS in place. WAG has doubled since I purchased it and HRS is almost at an 80% gain. Interestingly, I've already trimmed both but with growth and dividend reinvestment, they're back over where I want them. The yields also dropped enough that I can balance the portfolio a little and increase my overall yield at the same time.
CVX is my next target to trim but I think it should be back over $120 before I do anything. In the meantime, I'll reinvest the 3.5% dividends. PEP is also on the list to trim but haven't decided just what to do yet --wait or lose some below $80.
After that, AFL needs a shave but it's still slightly undervalued and they have a low payout ratio so I'll wait and see what management decides to do.
Intel is sitting with a covered call so that should bring that into line if it executes. Otherwise, I'll add another premium to my pocket and try again.
With the proceeds of the first 2 sales, plan to add to DE and UL and establish an opening position in OHI.
Still need something in basic materials but yields are too low for the most part and haven't found any compelling values. Also looking to add another industrial but think I'll need to wait until the next recession before I find any with a decent margin of error and yield.
Thoughts?
And this is my wife's portfolio. As you can see, she started much later than I. I tried to minimize the overlap but some were such compelling values that I couldn't not buy them at the time. Funny thing is for every stock we both own, she's got a lower cost basis than I.
I've already trimmed her WAG once and now have another limit order in for a bigger haircut. With the cash on hand and the proceeds, plan to add to KRFT and TU at this time. PG is on the docket if it would only drop a little further.
This is as of right now. You'll notice I probably should do some rebalancing which is what I worked on today.
I have stop limit orders on partial shares of WAG and HRS in place. WAG has doubled since I purchased it and HRS is almost at an 80% gain. Interestingly, I've already trimmed both but with growth and dividend reinvestment, they're back over where I want them. The yields also dropped enough that I can balance the portfolio a little and increase my overall yield at the same time.
CVX is my next target to trim but I think it should be back over $120 before I do anything. In the meantime, I'll reinvest the 3.5% dividends. PEP is also on the list to trim but haven't decided just what to do yet --wait or lose some below $80.
After that, AFL needs a shave but it's still slightly undervalued and they have a low payout ratio so I'll wait and see what management decides to do.
Intel is sitting with a covered call so that should bring that into line if it executes. Otherwise, I'll add another premium to my pocket and try again.
With the proceeds of the first 2 sales, plan to add to DE and UL and establish an opening position in OHI.
Still need something in basic materials but yields are too low for the most part and haven't found any compelling values. Also looking to add another industrial but think I'll need to wait until the next recession before I find any with a decent margin of error and yield.
Thoughts?
And this is my wife's portfolio. As you can see, she started much later than I. I tried to minimize the overlap but some were such compelling values that I couldn't not buy them at the time. Funny thing is for every stock we both own, she's got a lower cost basis than I.
I've already trimmed her WAG once and now have another limit order in for a bigger haircut. With the cash on hand and the proceeds, plan to add to KRFT and TU at this time. PG is on the docket if it would only drop a little further.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan