Investing Philosophy
I'm foremost a buyer, seldom a seller, with a long-term view.
I'll only buy stocks that I would average down on.
I will be patient, disciplined, & stick to my system.
I don't worry or panic, & I always remember my reason for the initial purchase.
Dividends are half the journey.
Consistency, quality, brands, & demographics matter.
Asset Allocation
This portfolio is invested for the long term (at least 7 years) and is allocated 100% in equities. Here is the breakdown. (click on the image below for better viewing). See the side panel for specific stock allocations.
2008 Performance
Return including dividends = -18.5% (some benefit from currency fluctuation)
S&P 500 Index return without dividends = -34.0%
Key Metrics
Portfolio Value = $48,649
Total Number of Stocks = 20
Last Year's Return = +0.2%
Portfolio Yield = 5.3%
Portfolio Yield on Cost = 4.3%
One Year Dividend Growth Rate = 88%
Income From Investments Per Day = $7.01
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1 comment:
Tomorrow I'm sharing an in depth look into my dividend portfolio, including all current holdings, and its GREAT that you're now at 20 stocks. But do you have a target for how many you want to hold in the portfolio? Once you've secured positions in 20-25 stocks will you put on the hat of a portfolio manager and maintain them within a 3-5% ratio adding to positions when they fall below 3%?
I'd be interested in your answer :) - might provide good content for a future post?
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