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DGP-1: September 2017 Review

Summary

End of Month Performance Review for DGP-1

Planned Transactions (for October)

Current Holdings, Performance, & Status

Includes revised portfolio guidelines and rules

DGP1_SA-Review_-201709_Sep_b.pdf

Disclosure: I am/we are long ABC, AMP, BDX, BEN, BTI, CAH, CBRL, CLX, CVS, DLR, EAT, ED, EMR, ES, FAST, FLO, GIS, GWW, HAS, HCN, HCP, HP, HRL, IBM, JNJ, KMI, LMT, LOW, MCD, MDT, MO, NNN, O, OXY, PEP, PG, PM, QCOM, SO, T, TGT, TROW, TRP, UNP, VFC, VGR, VTR, VZ, WEC, WPC, WTR.

Additional disclosure: DGP-1 is a real money portfolio and part of my retirement plan.