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Jeff Paul has been investing since his teen years, though his professional career has been in software engineering and education. His math classes participated in online stock market challenges, providing an opportunity to share his enthusiasm for investing with his students and the chance for... More
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  • Update to the Dividend Aristocrat Model Portfolio
    I updated the DA+ dividend growth model portfolio. Of the original 30 stocks in the portfolio, 9 were replaced by this rebalance.  The portfolio yield fell to 3.5% (from 4%), but the portfolio value has increased over 10% in that time, so this is not unexpected.  Whether this means the stocks are less attractive on a valuation basis is up for debate, but 3.5% is still pretty good in this environment and 1/3 of the stocks are due for a div increase in Q1.  

    seekingalpha.com/article/317197-a-simple...


    Tags: LEG, GPC, MCD, KMB, SYY, MO, XOM, CVX, KMP, AFL, CB, TROW, ABT, JNJ, MDT, EMR, MMM, ITW, ADP, LLTC, INTC, NUE, BMS, PPG, ATNI, T, VZ, ED, BKH, VVC
    Jan 03 5:41 PM | Link | Comment!
  • MPR replaced with BRC in Small Cap Model Portfolio
    I decided to apply my -20% sell signal to all of the DCC model portfolios.  MPR (Met-Pro) demonstrated a -20% gap from the S&P for 4 weeks ending Oct 28th (view 13-mo chart in Google Finance).  Based on my previous articles, this suggests the possibility of a future dividend cut and/or a further price decline.  Therefore it was sold on Oct 28 ($9.27/sh), and replaced with Brady Corp (NYSE:BRC) @ $31.65/sh, as it was the next Industrial stock on the screening list.

    The small cap portfolio will be rebalanced in the near future.  I will stagger rebalances (different end-of-quarters) for my three portfolios, to make it easier for me to keep up with them and report on a monthly basis.  Small cap will rebalance at the beginning of Dec, the Aristocrat model in Jan, and the Inc/Growth model in early February.  Rebalances are planned to be annual, though individual stocks may be replaced due to div cuts, buyouts, or -20% signals.  A full rebalance could occur if the market has a major up or down move.  


    Tags: MPR, BRC
    Dec 03 2:29 PM | Link | Comment!
  • ORRF replaced with LARK
    This is a little late...sorry...in my small cap model DG portfolio, ORRF suspended its dividend on Oct 27th.  Therefore, it was removed from this portfolio at the closing price on that date, and the proceeds, plus cash (~$7200 total) was invested in the next financial stock on my screen list, LARK as of that date.  

    The small cap portfolio currently has a gain of 3.19% since mid-August, vs 0.62% for the S&P.   

    Unfortunately, this portfolio did not own HGIC (it was next on the list), which got bought out for a 100% premium.  Given the volatility of smaller cap stocks, I plan to increase the number of holdings to 40 or 50 at the year-end rebalance, to reduce exposure to any specific firm.   This will also increase the chances of owning a buyout candidate, though also to have a div cut stock. 
    Tags: ORRF, LARK
    Nov 28 9:14 PM | Link | Comment!
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