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An individual investor focused on preservation of capital and generating dividend income.
My strategy is to invest in dividend paying companies, with simple business models, and, a long track record of increasing dividends . David Fish's CCC list is my primary watch list. Quality, track record and predictability of earnings is key.
When I first started investing in 1990, I gravitated to DGI. Never had a losing position for 10 years and in fact had superb returns. Then I learned a $250,000 lesson in 2002 when I lost my way and got into momentum/technology stocks. I will never deviate from buying quality companies that pay dividends, at value, since I paid a high price to gain that knowledge.
critical insight -- it is better to pay a fair price for an excellent company than an excellent price for a fair company (Buffett). I buy companies that I'd buy more of if prices were to drop.
SA DGI leaders such as Chuck Carnevale, Chowder, David Fish, Mike Nadel, Tim McAleenan, Part Time investor, Sure Dividend, Dividend Mantra and several others have influenced my thinking. It is not an exaggeration to say that SA has changed my life.
I'm a first generation American, and very grateful.
Holdings (using yahoo finance groupings):
(Any holding in () are small holdings and will be sold --- they were bought primarily for capital gains, usually after significant price declines. Core positions will never be sold unless of course something fundamental changes. A (l) means large holding that could be up to 3% of my portfolio.
consumer (39%)- CLX, DEO(l), GIS, HSY, KO(l), KMB(l), MCD(l), MO, NSRGY, PEP(l), PG(l), PM(l), SBUX, SJM, UL (small positions in ABEV, ARCO, BTI, COH, K, KRFT, MAT, MDLZ)
basic materials (18%) - COP, CVX(l), HP(l), NOV(l), SLB, RDS.B, TOT, XOM(l) (small positions in BBL, BHI, CLMT, DVN, HAL, MAR, MUR, NTI, OXY, PSX (received from COP), STO)
financials (3%) - CB, DLR, HCP, NNN, O, STAG, UBA, VTR, WPC
health (5%) - BAX, JNJ(l) (small position in MDT)
industrials (14%) - EMR, ETN, GE(l), UTX(l), (small positions in ARG, DCI, FLS, IR, PNR, PX, TDG)
services (4%)- small positions in ACTG, ADM, BMS, CSX, NSC, TGH, UNP, UPS
technology (14%)- T(l), VZ(l). (small positions in BCE, CSCO, EMC, HPQ, IBM, MSFT, QCOM, SAP)
utilities (<1%) - AVA, SO (hat tip to Chowder for this suggestion). Evaluating D, ED, ES, GAS, LNT, NEE, PNY, SCG, WEC, XEL. Plan to have 5 - 7.5% of my portfolio in this sector. Will use new cash to accomplish this.
Yield at market value on 6/6/15 = 3.49%
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initiated small position in $
3 days ago
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