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DGP-1: September 2018 Review

Summary

End of Month Performance Review for DGP-1.

Includes revised portfolio guidelines and rules.

Current Holdings, Performance, & Status.

Planned Transactions (for October).

This month's report does not include Starter Portfolio Suggestions and Watch Lists as those sections require data that was unavailable at the time I wrote the report.

At the end of September my basis for Dominion Energy (D) was 74% of my target of $10K. During October I intend to buy more shares.

DGP1-201809_Sep_.pdf

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

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