Eric Landis'  Instablog

Eric Landis
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I am a Civil Engineer, who is married with three kids under the age of 5. In early 2013 I took a more active role in managing my IRA for retirement and decided to publicly share my experiences in building the portfolio. My hope is to provide a positive example for other young do-it-yourself... More
  • My New Dividend/Growth Portfolio 0 comments
    Feb 24, 2013 9:51 AM

    I've always had an interest in investing in dividend paying stocks, but after reading a multitude of articles on Seeking Alpha, including a great recommendation by several members, Chowder if i recall correctly, I read the book The Single Best Investment by Lowell Miller.

    This book made complete sense to me and provided me the tools to re-build my 401K portfolio. In the past I've dabbled in mostly high growth potential stocks, hitting a few homeruns (TIE, BIDU, HANS, CMG) along the way, while losing plenty of money in others that didn't live up to the hype. The remainder of my funds I invested in boring old mutual funds.

    Last week I decided to take my 401K into my own hands and rebuild it from the bottom up. I knew it would cost a few dollars in transaction fees to get the job done with so many trades, but I feel in the long run this new, simple, formula can lead me to a great portfolio of buy and hold forever type stocks.

    I decided to invest roughly $500 each into 30 positions to make up my dividend growth portfolio. I used some amazing resources including David Allen Schwartz's and the site I also read countless investor presentations and quarterly earnings reports from company website and read many articles on

    From hours of research in the evenings, after the wife and kid went to bed of course, I came up with this list 30 stocks to represent my future ticket to retirement.

    AAPL Apple Inc. 450.81 10.60 2.30  
    AEO American Eagle Outfitters, Inc. 20.64 0.44 2.20  
    AFL AFLAC Inc. 50.07 1.40 2.80  
    CHD Church & Dwight Co. Inc. 61.45 1.12 1.90  
    CLR Continental Resources, Inc. 83.89 - -  
    CLX The Clorox Company 83.13 2.56 3.10  
    DRI Darden Restaurants, Inc. 46.23 2.00 4.40  
    EOG EOG Resources, Inc. 125.34 0.75 0.60  
    EXP Eagle Materials Inc. 63.50 0.40 0.60  
    FLO Flowers Foods, Inc. 27.68 0.64 2.30  
    GCI Gannett Co., Inc. 19.86 0.80 4.00  
    INTC Intel Corporation 20.42 0.90 4.30  
    LEG Leggett & Platt, Incorporated 29.78 1.16 3.80  
    LMT Lockheed Martin Corporation 88.12 4.60 5.20  
    LNCO Linn Co, LLC 39.27 2.84 7.70  
    MAT Mattel, Inc. 40.52 1.44 3.50  
    MCD McDonald's Corp. 95.25 3.08 3.30  
    MDU MDU Resources Group Inc. 24.25 0.69 2.90  
    OXY Occidental Petroleum Corporation 83.61 2.16 2.50  
    PII Polaris Industries, Inc. 85.82 1.68 2.00  
    QSII Quality Systems Inc. 18.82 0.70 3.60  
    RAVN Raven Industries Inc. 28.63 0.42 1.50  
    RGR Sturm, Ruger & Co. Inc. 53.67 1.53 2.90  
    SCCO Southern Copper Corp. 36.75 0.96 2.40  
    TGT Target Corp. 63.60 1.44 2.30  
    THO Thor Industries Inc. 37.78 0.72 1.90  
    VVC Vectren Corporation 33.02 1.42 4.40  
    WFC Wells Fargo & Company 35.82 1.00 2.80  
    WSO Watsco Inc. 78.11 1.00 1.30  
    WYNN Wynn Resorts Ltd. 117.34 4.00 3.30  

    This portfolio has nice balance across all sectors and has an average yield of approximately 2.9%. There is a mix of small cap, slightly lower paying growth stocks and large cap steady paying companies.

    The only company that doesn't pay a dividend in the portfolio is CLR, which is the biggest oil producer in the prolific Bakken Shale play in North Dakota, and I have decided to hold onto it as a growth stock.

    I am excited to see how this new portfolio performs and will enjoy seeing all the reinvested dividends begin to work their compounding magic over the years!



    I've made a few changes to the portfolio by selling AEO, CLR and QSII and adding ROST, GPC and QCOM. I liked the growth rate of ROST over AEO for retail, I was overweight oil and light on technology so I swapped CLR for QCOM and while QSII had a nice yield they haven't shown any recent growth so I decided to swap for GPC.


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