Retired Pharmacist. Call me Rose. Nose= Knows enough to know I need to keep learning and keeping a great dividend paying nest egg growing upwards. I also enjoy total return, but it is not my primary goal, it just happens to follow when buying great quality companies.My 86 stock portfolio is listed here by sector, largest holding by value is listed first. Updated 11/16/2016.Consumer Defensive (14): KO, PM, GIS, MO, TGT, KMB, CVS, DEO, PG, PEP, MDLZ, CL, KHC, UL. Consumer Cyclical (8): MCD, SBUX, GPC, NKE, HAS, MAT, VFC, HD -Healthcare (6): JNJ, ABBV, AMGN, CAH, BDX , PFE- Energy (4): XOM, CVX, OXY, VLO, - Tech (2): ADP, CSCO -Industrial(8): BA, UNP, MMM, CMI, GWW, LMT. - Financial (9): NRZ, ARI,, LADR, BXMT (mREITs) TROW, MA, V, WFC, MET , BDCs (8): ARCC, MAIN, PNNT, HTGC, NEWT (small), PSEC, GAIN , MRCC - REAL ESTATE or Healthcare eREITs (5) : OHI, VTR, HCN, NHI, CCP, - Equity Reits (12): WPC, DLR, O, CLDT, STAG, LXP, UBA, SNR (small), APLE, SPG, -STWD (hybrid)Telecom (2): VZ and T - Utility (10): SO, D, XEL, MGEE, WEC, DNP, LNT, CNP, EXC, FE - DNP is a CEF which predominately holds Utilities. Updated 11/16/2016 :)) Rose
Retired educator with 36 years of educational leadership experience in North Carolina. I invest now in the energy sector in multiple avenues and some Reits. Looking for dividends that are at the 4% level with high cash flows and earnings to hold for long term investments. A strong history of dividends and their growth is a significant factor in selecting businesses for investment.
I have a degree in finance with a concentration in commercial real estate. I am currently managing around $700K across five portfolios.
I look for companies that have a history of making money and rewarding shareholders during both good & bad times. I like to have portfolios that are relatively evenly distributed across a range of sectors to prevent one sector from blowing up a portfolio like the tech, financial & energy blowups of the past 15 years.
Portfolio level goals: 10% CAGR, 5% yield, 0.70 beta, 8%+ DGR, 10% max position weighting, 25% max sector weighting.