I am following the example of several other Seeking Alpha contributors who publish their stock portfolio. I do so to give greater insight into some of the comments I write. For better understanding, I separate my portfolio into three categories: 1. Taxable, 2. Roth IRA, and 3. SIMPLE IRA.
My Stocks (using only stock symbols). Unless otherwise noted, all dividends are reinvested in the stock/ETF/mutual fund that generated them.
Stocks held in my taxable accounts: MON, WAG, XOM, OKS, PAA, PNG, EMR, CWBFX, ANCFX, AMECX
Stocks held within my Roth IRA accounts: BBL, BP, COP, EXC, NEE, NEE-F, NUE, PCY, PG, PEP, PSX, SSL, SYY, UNP, WM, Alltel Bond 6.8% 5/1/2029, MON Bond 5.5% 7/30/2035, AHITX, CAIBX, ...More CWGIX, SMCWX, AWSHX (Use the bond proceeds to fund other stock purchases. The royalty trust proceeds of VOC are also used for other stock purchases). BP divdends are taken in cash as well.
Stocks held within my SIMPLE IRA account: CWGIX, NEWFX, JNJ, ABT, ABBV, APD, AFL, INTC, OLN, WR
Portfolio Statistics (for illustrative purposes only – as of 9-12-12)
Current Yield: 3.25%
Yield on Cost: 4.26%
About Me:
I am in my early 30's and live in a rural Kansas. I am an accountant by trade but have been investing in stocks regularly since I was 18. I purchased my first stock when I was 12. It was a "penny stock" I thought would skyrocket. It was my first stock loss. My next stock purchase came in high school, Nike (sold in college for a small loss), and later in high school, Harley Davidson (sold shortly after graduating from college for a sizable gain). I have learned much since those days and began following the "Dividend Growth" investing strategy in 2008 (glad I did as I have some nice capital gains). I consider my strategy Dividend Growth Investing with a Twist because I hold bonds and royalty trusts in my Roth IRAs to boost income since I am limited to only a $5,000 yearly contribution. Additionally, I also hold (and will consider purchasing) companies who do not raise their distributions every year. The minimum dividend percentage I like to have in order to invest in a stock is 2.5% but will consider a smaller percentage for a company whose story I like.
I am very grateful for the many contributors on Seeking Alpha who have helped me refine my strategy in the last four years!
My Stocks (using only stock symbols). Unless otherwise noted, all dividends are reinvested in the stock/ETF/mutual fund that generated them.
Stocks held in my taxable accounts: MON, WAG, XOM, OKS, PAA, PNG, EMR, CWBFX, ANCFX, AMECX
Stocks held within my Roth IRA accounts: BBL, BP, COP, EXC, NEE, NEE-F, NUE, PCY, PG, PEP, PSX, SSL, SYY, UNP, WM, Alltel Bond 6.8% 5/1/2029, MON Bond 5.5% 7/30/2035, AHITX, CAIBX, ...More