.. boring Progressive, another Atheist, fading Proletarian, yes-LGBTQ, and usual DGIer .. **26Sep Long Idea: CAH** .. Last week I bought and sold none. This week I have bought and sold none. ___________________________________________________________________________________ > Core: GIS .. KMB .. KHC .. HRL .. PG .. CLX .. MO .. PM .. KO .. CCE .. MCD .. JNJ .. XOM .. CVX .. T .. VZ .. SO .. XEL .. SCG .. LNT .. D .. WTR .. NEP .. HCP .. VTR .. O .. PSA .. MSFT .. UNP .. GE .. COST .. V ___________________________________________________________________________________ > Non-Core: AGNC .. MTGE .. LNCO .. TCRD .. PSEC .. MAIN .. BP .. COP .. KMI .. PAA .. TU .. SJR .. QCOM ___________________________________________________________________________________ > Core / wife's - not in my Core: NEE .. SRE .. WEC .. AWR .. CL .. CHD .. PEP .. HSY .. SHW .. CVS .. CAH .. ABT .. HCN .. NNN .. WPC .. NSC .. .. Holds the following from my positions: D .. NEP .. SCG .. SO .. WTR .. T .. VZ .. GIS .. KMB .. KHC .. KO .. HRL .. CCE .. PG .. JNJ .. PM .. MO .. VTR .. KMI .. XOM .. UNP .. COST .. V __________________________________________________________________________________ -- 15Sep2016: Bought CHD & WEC. New full positions for wife's Fidelity. -- 14Sep2016: Bought KMB & WTR. New full positions. -- 09Sep2016: Bought KMB & WTR. New full positions for wife's Fidelity. -- 26Aug2016: Trimmed MSFT (107% total return) & VTR (41% total return). Back to full positions. -- 18Aug2016: Bought HRL. New full position. -- 03Aug2016: Bought KHC. Added to my current position. -- 02Aug2016: Bought SHW. New full position for wife's Fidelity. -- 01Aug2016: Sold CVX(to reduce raw energy exposure) +29.75 cap gains(not div's) for 10 months. Sold HCP(due to spin-off concerns) +9.75 cap gains(not div's) for 10 months. Sold CMI(to reduce industrial exposure) +9.4% cap gains(not div's) for 6 months. All 3 in wife's Fidelity. --29Jul2016: Bought MO & HRL. New full positions for wife's Fidelity. --28Jul2016: Sold BCE(due to no auto-reinvest @ Schwab). +2.75% cap gains(not div's) for 38 months. -- 25Jul2016: Bought CCE. Added to my current position. -- 20Jul2016: Bought NEP. Added to my current position. -- 15Jul2016: Bought V. New position(cash from rare coin trade-in). -- 13Jul2016: Sold RCI(due to no auto-reinvest @ Schwab). +2.25% cap gains(not div's) for 36 months. -- 28Jun2016: Bought KO & PEP. New full positions for wife's Fidelity. -- 27Jun2016: Sold ABBV(due to exposure to Humira and lack of moat-type replacements). In wife's Fidelity. +5% cap gains(not div's) for 9 months. -- 24Jun2016: Bought CCE. New full position for wife's Fidelity. -- 06Jun2016: Bought D. Added to my current position. (cash came from CCE special dividend -- due to merger/buyout) -- 10May2016: Bought PG. Added to my current position. -- 28Apr2016: Bought ABT & CAH. New full positions for wife's Fidelity. -- 1Apr2016: Bought CVS. New full position for wife's Fidelity. -- 28Mar2016: Bought KHC. Added to wife's current Fidelity position. -- 18Mar2016: Bought AWR. New full position for wife's Fidelity. -- 17Mar2016: Bought KHC. New full position for wife's Fidelity. -- 9Mar2016: Bought NEP. New 3/4x position for wife's Fidelity. -- 19Feb2016: Bought NEP. New 3/4x position for my and wife's IRA. -- 11Feb2016: Bought GIS, JNJ, UNP. Added to my current positions. -- 9Feb2016: Trimmed MO. Trim from 3.5x to a 2x position. +65% cap gains(not divs) for 30 months. -- 4Feb2016: Bought GIS, PM, D. New full positions for wife's Fidelity. -- 3Feb2016: Bought GIS, PM, D. Added to my current positions. -- 1Feb2016: Sold STR(due to cash buyout by D). +28.5% cap gains(not div's) for 43 days. -- 28Jan2016: Trimmed T. Trim from 3x to a 2x position. +16.5% cap gains(not div's) for 48 months. -- 4Jan2016: Bought JNJ & STR. Added to my positions. ------------------------------------------------------------------------------- -- 30Dec2015: Bought D. New full position. -- 17Dec2015: Bought STR & LNT. New 1/2 positions each. -- 14Dec2015: Sold WPC(possible split-up of company). -2% cap gains(not div's) for 5 months. -- 10Dec2015: Sold BAX/BXLT(company split / too low of dividend now). +19% cap gains(not div's) for 24 months. -- 10Dec2015: Sold CCP(too low of credit rating: BB+). +6% cap gains(not div's) for 3 months. -- 03Nov2015: Bought HSY & NNN. New full positions for wife's Fidelity. -- 02Nov2015: Bought VTR. Additional shares to an already full position. -- 02Nov2015: Bought HCN. New full position for wife's Fidelity. -- 27Oct2015: Bought STR. New full position for wife's Fidelity. -- 12Oct2015: Bought CMI. New full position for wife's Fidelity. -- 05Oct 2015: Bought ABBV. New full position for wife's Fidelity. -- 17Sep2015: Bought PG, NSC. New full positions for wife's Fidelity. -- 15Sep2015: Bought SO, T, VZ, CVX, NEE, VTR, WPC, KMI, SCG. New full positions for wife's Fidelity. -- 10Sep2015: Bought XOM, JNJ, UNP, HCP. New full positions for wife's Fidelity. -- 06Aug2015: Bought MAIN. Additional shares to a now full position. -- 22Jul2015: Bought WPC. This is a new position. -- 10Jul2015: Bought UNP. Additional shares to a now full position. -- 6Jul2015: Bought KHC on first day of merger of Kraft & Heinz. -- 6Apr2015: Bought JNJ. Additional shares to current position. -- 26Mar2015: Sold LO(did not want RAI). +50.47% cap gains(not div's) for 24 months. -- 28Jan2015: Bought T. Additional shares to a full position. -- 26Jan2015: Sold NHI(no credit rating). +43% cap gains(not div's) for 25 months. -- 8Jan2015: Bought UNP as a new near full position. Added to CCE to make it a full position. -- 2Jan2015: Sold LTC(failed to raise dividend). +16% cap gains(not div's) for 11 months. -------------------------------------------------------------------------------------------------- ** the sun is a star? we are primates? when I die I'm dead? --- just another little tidbit we all learned in middle school. :)
I'm 54 yrs old trading stocks on and off for the past 13 yrs. I don't know how I came across Seeking Alpha and dividend investing but somehow I did. And the idea of compounding dividends thru reinvesting stuck in my head. After reading some articles on DGI, I convinced myself this is the right way for me. So starting April 2013, I started buying dividend paying stocks and even though I'm new, I already enjoy the feeling of getting a dividend being added to my account. I'm with Scottrade so I get to chose what stock to reinvest the dividend without commission. I've also convinced my 24 year old son to open a Roth IRA and a separate account after he maxed out his Roth. He was convinced after I showed him what Chowder is trying to do for his son. So far we have purchased KMB, KO, CLX, PG, GIS, CVX, BP, TOT, SO, WEC, D, KMR (now KMI), KMP(now KMI), INTC (sold), GE, VALE (sold), O, NNN, NHi, HCN, PM, MO, LO, LNCO (sold), WFC, RDS/B, XOM, JNJ, GILD (sold), EPD, D, MMP,
Focused on upcoming retirement (5-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks. Background: Insurance Underwriter (Property and Liability) and University Risk Manager.
Biotech & Health Care: JNJ, CAH, MDT, STK, PDCO
Consumer Staples: MO, CVS, KHC, HRL
Consumer Disc: DPZ, MNST, STZ, SBUX, KO
Tech: GOOGL, AMZN, FB, MSFT, CSCO
Industrial Cyclical: LMT, RTN, BA
Home Building: HD, LOW
Financial: V, MC
Utilities/Telecom: D, VZ, T
Retired at the end of 2013. Have been investing since mid 1980s, started out with utilities being a EE grad from Purdue. Have ~80+ stocks invested as follows; 8% Energy(11), 30% Utilities(22), 6% Tech/Telecom(6), 20% Consumer(17), 7% REITs(9), 4% Drug/Medical(4), 6% Industrial(6), 8% Retail(8). Primarily invest in DGI Stocks. Currently living off the dividends that cover ~80% of my needs.
Still have more cash to put to work, should be close to ~130 stocks when done. Have a "Watch List" with ~50 stocks left to purchase. Been slowly adding on market downturns. Been on this site in the shadows for the last 3+ years and a close follower of Bob Wells, Chowder, David Crosetti, David Van Knapp, Mike Nadel, David Fish, as1067, Chuck Carnevale and too many others to list. Started out with Bob Wells' Plan, get a plan on paper and you can't go wrong, thanks Bob. Diligently use David Fishs' CCC list. Can't read enough of Chowders' Proverbs about Utilities & Consumer stocks. Many thanks to all.
High Quality + High Current Yield + High Growth of Yield = High total Return
The Single Best Investment, Lowell Miller
Energy; cop cvx njr ni se sre ato kmi sr nwn xom
Utilities; ava d lnt so vvc wr artna awr ctws cwt nee wgl duk ed es wec xel awk msex nwe scg wtr
Tech/Telecom; csco t vz ibm intc msft
Consumer; cl dps gis ko khc pg mcd mo pm clx k kmb pep sjm syy ul rai
REITs; dlr hcn nnn o dft hcp nhi ohi wpc
Drug/Medical; abt cvs jnj wba
Industrial; ge gpc rsg wm emr nue
Consumer Disc; rost tjx tgt wmt cpb mkc cbrl txrh
Energy; dgas swx nfg rgco
Utilities; gxp ppl mgee ugi cnp sjw yorw cva
REITs; qts uht doc hr hta cone cor els
Insurance; cinf erie mcy ori
Banks; arow ubsi cbu tmp pfg
Drug/Medical bdx mdt chd unh idxx woof pets
Industrial; itw leg swk bms son rpm mmm
Consumer Disc; hd low hrl kr six
Misc; adp acn payx
I am 42 years old and am self employed. My wife and I started a wholesale tree and shrub nursery 15 years ago and we are finally in a position to invest some of our profits. Our company is the best "stock" we own right now. We are also interested in letting some other great companies make some money for us as well. I am on this website to learn from people that have experience in dividend growth investing. I have learned everything about our nursery business from like minded people willing to share their ideas and faults. I hope to gain similar knowledge here about our new "business" of dividend investing and income replacement.
I'm a writer for one of the country's largest pop-culture-type magazines and, at the same time, I am one of the world's worst investors. Did I sell an apartment in Manhattan's Flat-Iron district in late 1999, because I feared the Y2k problem? You bet I did. And so it has gone.
Even so, at the age of 60, I have managed to broom together quite a tidy little pile. And I hope to keep it. And grow it. Though I have my doubts, given my investment history, that any of this is possible in the long run. Or even the short.
Herein lies a chronicle of the life & times of my money.
Semi-retired marketing and sales executive with a second career in the travel business. Actively invest an upper six digit portfolio in half a dozen mutual funds as well as a couple of stock brokerages accounts, most of it IRA. Primary goal is income with some appreciation potential.
Born in 1958, I am a small investor who has taken his lumps. When I started out, I made a lot of money trading. Then I lost twice as much, when market conditions changed but my methods didn't.
Intellectually I believe that dividend investing is probably the best way to go. However, I am still addicted to searching for a good deal--call it value investing, or swing investing, or what you will.
In the first eight months of 2016, my portfolio is up 119%. Needless to say, I am happy about that. Especially as a part-time investor with a day job. But like everyone else, I would like to do even better.
I've been using a DGI strategy since the beginning of 2011. I'm an avid reader of articles or comments by David Fish, David Van Knapp, Chuch Carnivale, Dave Crosetti, Richjoy, Robert Samualson, 5 Plus, Norman Tweed, and a few others. I've learned so much from these kind and generous people it's completely unbelievable.
I use David Fish's CCC list as a starting point. I add to that list several other companies (OK....2). I'm not trying to beat the market. Instead, I'm trying to obtain an annualized CAGR of 9% a year using dividends and whatever capital gains happen. I have utilized this strategy for almost 5 years, with a CAGR of 13.3% to show so far. I don't expect it to stay that high but am quite pleased so far.
I'm one of those rare people to still have a defined benefit pension. I recently retired and am optimistic my pension will continue to be secure.
I have been investing since the early 80's but didn't get interested in individual stocks until the 90's.
I'm a classic DGI investor hoping to retire on a dividend income stream in about a dozen years.
I am a retired Registered Nurse interested in biotech and new technology.
I am the Delta Sigmoid (dumb sh__)
I have no idea why people "follow" me, as I know next to nothing, and what I do know is enough to be dangerous to myself and others, I am good at sticking foot in mouth, and sticking up for people, and once in a while I even amuse myself!
It's a good thing I don't manage my own portfolio, I have mad money to play penny stocks, more fun than gambling, but my penny stock picks suck too!
Good luck to all!
Now where's my drink? ;)