Portfolio

This page displays my entire portfolio across all my accounts combined. The page will be updated periodically to reflect any transactions.

 

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14 thoughts on “Portfolio

  1. Just a question. are you not interested in REIT’S that provide a higher yield? I see nothing wrong with your strategy and see nothing wrong with a small % making up a large hit on your dividends. I always ask myself the following. Example GE – Is GE going to go out of business in the next month, 3, or year? Investing is all about the long journey. Build a very strong foundation and allow that to help build your branches. GE, TGT, WM, AAPL, XOM, MSFT — All long term plays that you purchase in bulk and review quarterly. Purchasing 1 share of GOOG for example might not be the best move when you could have purchased 20 GE shares. But I assume you saw an opportunity for growth and took it.

    Keep up the solid work.

    • Ed,
      Nice thoughts.The dividends offered by REIT are very attractive and are difficult to pass up. I have one REIT in my portfolio (ARCP) and this one has struggled recently. I plan to add more REITs slowly, but don’t want it to have high weight in the portfolio.
      The reason a small % of stocks making up a big % of dividends is an issue because if one or more stocks cuts/eliminates the dividend, it will be a huge hit to the potential income. For example, with the recent issues with ARCP, if they cut or eliminate the dividend, it will be a reasonable hit to my projected annual dividends. I am not actively trying to make investment decisions based on it since it will work itself out once the portfolio gets bigger.
      And I do invest in long term plays like you mentioned and my portfolio includes stocks like GE, AAPL, TBT, WMT and several others. But I also invested in stocks like CMG and GOOG early on before I got onto dividend investing since I believed in their growth opportunities. AAPL for example was not a dividend stock when I purchased it, but has since started paying out dividends. So even though I am concentrating on dividend stocks, I keep an eye for attractive stocks with long term growth potential.

      Thanks for stopping by.

  2. DGJ,

    Not sure why I never noticed before, but the YOC for some of your holdings proves (to us at least) why this is an important metric. You have picked some real winners and held on for the ride. The growth is astonishing in companies like AET, GIS, MO and PSX. Keep up the great work!

    FD

    • Thanks DF. You are right. the YOC proves the fact that as long as dividend increases keep coming, the YOC after a while becomes real crazy and interesting to look at.
      But unfortunately, I didn’t pick up enough of these companies 🙂
      Anyway, thanks for stopping by.
      Cheers,
      DGJ

    • I do have some ETFs, but don’t want to invest a lot primarily due to choice. With stocks, I invest in ones I like (though it is more risky) and don’t end up paying recurring fees like ETFs. With ETFs, we end up paying fees for just holding them. I know some of these are low cost ETFs, but when looking at long term horizons of several years, I just think that the fees might end up being more than brokerage fees. Also, I am not buying stocks that I don’t like either.
      But that is not to say ETFs are bad. I hold few of those that I purchased when I was not sure which specific stock to buy in the sector.

      Anyway, this is an age old argument and neither answer is wrong.

      Cheers,
      DGJ

  3. DGJ,
    You have some great companies and I myself started earlier this year. Great seeing others having the same mindset.
    Keep saving away!
    DM

  4. Good job. That’s a nice collection and you appear to be headed in exactly the right direction.

    I’m a long hold dividend investor, too, and I’m not advising anything but I always like to also have relatively small positions in new-gen technology “flyers”.

    Right now I’m in NVDA (NiVidia) for $50K and INO (InoVio) for about $25K; both for the long haul, come hell or high water. I’m just taking a shot and hoping one (or both) matriculate into twice-a-decade home run shots … but with not so much $ committed that, if they go belly-up, it will really matter much. About 4% of the total portfolio. Like putting $50 on a million-to-one shot. PowerBall, in other words. LOL.

    It makes it a little more exciting for me than just watching a menagerie of Dividend Aristocrats steady-churning that glorious compound interest … as beautiful as that is.

    Good luck with all your investing.

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