Portfolio

Listed Below is my current dividend income portfolio as of 10 NOVEMBER 2011.  I will continue to update this page once a month.


I still own 15 stocks as of 10 November and have achieved one of my goals, and am close to achieving my second! (see Investing Goals for more detail).  Visit my About page to see what I plan to do with the distributions I receive once I retire from the military.

Your thoughts?

DivPartisan

25 comments:

  1. gauravJanuary 11, 2011 at 3:39 PM

    Nice blog and a very good start(much better than mine !)
    I wonder why you have a goal in mind to increase the number of stocks in your portfolio over time.

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  2. AnonymousFebruary 20, 2011 at 4:09 AM

    It might be helpful to add the yield for each individual stock. I know this'll have to be readjusted but as you said, you plan to update once a month...

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  3. RobberBaronFebruary 20, 2011 at 8:39 PM

    looking at your annualized distribution goals, it seems you must be investing more than $20,000 per year, since the distribution figure increases $1,000 each year and your average yield is less than 4% (but then, I'm not a math major I could be wrong)

    Last time I checked, 1st Lt did't get paid all that great, so such a level is really incredible (more than 50% of your take-home pay, including dependants' support).

    Your incremental increase of holdings, however, makes great sense. I've considered all of your current holdings, and while I have some reservations about CINF and I think ABT is extremely (unjustifiably?) overweighted, overall I think you have taken some realy good steps here. (Wish I had gotten into PAYX 8 months ago, when I almost did.)

    I too am limited in my monthly investments, usually $300/month. Using a arebuilder IRA account my trnasaction costs are almost reasonable even at that low level.

    Good luck, nice website.

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  4. Passive Income DudeFebruary 21, 2011 at 5:48 PM

    RobberBaron,

    Thanks for the comment. Your math is correct, and I appreciate the candid analysis!

    I was always taught that one's goals should be measurable but should also stretch you. I believe, as I state on my site, that I have a plan in place to achieve my current goals despite my somewhat fixed salary.

    I would love to exchange ideas, and agree with your assessment of my holdings. ABT is overweighted, but is (and has been) a great buy for awhile now. I will eventually reallocate. As for PAYX, I got in at about $27.

    Do you have an email or website where we could continue to discuss?

    Take care,

    DividendPartisan

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  5. AnonymousMarch 2, 2011 at 9:17 PM

    Robber Baron (Rob Dickey) can be reached at rjdickey@hotmail.com. That's the "lists" account which gets checked regularly, but isn't the "personal" email account. Happy to hear from any of you.

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  6. SightingsMarch 3, 2011 at 9:58 AM

    Hi, just ran across your new blog. I applaud your goals and agree that your portfolio seems a good one. I wondered, though, why you picked SO among all the utilities as the one to own?

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  7. UnknownMarch 4, 2011 at 12:55 PM

    you might like to look at EXC - Exelon as a utility too.

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  8. UnknownMarch 4, 2011 at 12:59 PM

    I also have ADP, PAYX,JNJ, PEP and PG. I also hold PMI and MO, but won't be expanding into MO any longer.

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  9. Passive Income DudeMarch 4, 2011 at 9:28 PM

    Adrian, I think EXC is pretty good and have followed it on and off for awhile. It looks like you have a great lineup of stocks. Don't know much about PMI but i'll look into it further. Looking forward to any continued discussion in the future..thanks for reading.

    Sightings, I'll respond over this weekend when I have a bit more time (while my wife is at work)

    DivPartisan

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  10. Passive Income DudeMarch 7, 2011 at 11:30 AM

    Sightings,

    In response to your question, I chose SO primarily to actually have a utility in my portfolio. I started with six stocks (ABT, JNJ, PAYX, PEP, SO, and WM)...almost all in different sectors (ABT - Healthcare, JNJ - Healthcare, PAYX - Business Services, PEP - Consumer goods, WM - Industrial materials, and SO - Utilities). So it was primarily for increased diversification. I plan to eventually own at least two utilities. I chose SO over the others becasue I was looking for a company that was reasonably priced and one that had a history of growing dividends. SO fit the bill at the time I entered (around $33). Thanks,

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  11. Dividend MantraMarch 7, 2011 at 9:17 PM

    Nice looking portfolio! I see a few of my own holdings up there. It would seem we are similar in age and portfolio size/holdings. I love the blog so far. I also see my 2 largest holdings are the same as yours--ABT and JNJ. I really would like to increase ABT as I feel anything under $50 is a great buy. I really like ADP, but the price is a little strong right now, in my opinion. Love PEP. I will have to do a little DD on WM. I haven't researched that sector a whole lot and I know people are keen on it and RSG. At any rate, good luck with the blog and keep up the successes!

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  12. Chris LMarch 8, 2011 at 9:28 PM

    So far I like what you've done so far with this blog. Best of luck, and keep up the good work.

    You may also want to consider foreign stocks that pay strong dividends. Either through ADRs or through a broker that does off shore.

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  13. Dividend PartisanMarch 8, 2011 at 9:36 PM

    Christopher,

    Thanks for the advice. Foreign stock's yields are usually high, as you mention, and I have thought about incorporating at least one into my portfolio. Perhaps in the future as funds become available. I welcome any other thoughts..

    Thanks for reading,

    DivPartisan

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  14. InqMarch 15, 2011 at 9:32 PM

    thanks for visiting my blog. Good holdings. Do you re-invcest dividends? May want to look at MO, VZ. I got into SYY but not sure if I want to stay in very long term.

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  15. Passive Income DudeMarch 16, 2011 at 7:11 PM

    Inq,

    I do reinvest all dividends received. I like SYY, but am concerned more-so right now with Japan (as you've seen with the Dow now at 11600). I like VZ, but not enough to buy yet.

    Thanks for reading, stay in touch.

    DivPartisan

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  16. UnknownMarch 22, 2011 at 12:15 PM

    I just dropped a long standing but slow performing stock and got into CL, they just increased their dividend by 9%

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  17. InqMarch 22, 2011 at 9:07 PM

    yes , you can invest in beaten down japan stocks.

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  18. My Own AdvisorApril 3, 2011 at 8:27 PM

    Great list man!

    I would love to own PG at some point!

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  19. gpodrisApril 22, 2011 at 12:28 AM

    Are all of your stocks on DRIP? Or do you cash out?

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  20. Passive Income DudeApril 22, 2011 at 5:32 PM

    Gpodris,

    I reinvest all dividends back into the stocks that paid them. Trying to build shares at the current moment. Keep in touch,

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  21. jimslagMay 9, 2011 at 9:58 AM

    Hello, Nice work, Wish I had been as astute as you when I was your age. I started late, mostly after military retirement. Working on my portfolio, I notice some of the same stocks in mine as yours. Great work, keep it up and best wishes

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  22. Passive Income DudeMay 9, 2011 at 10:40 AM

    Jimslag,

    Thanks for the note; I too am in the military. Feel free to shoot me an email and we can talk military or investing. I'm sure I'd learn from talking with you and hearing about your experience. Thanks again, keep in touch..

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  23. me myself and IMay 15, 2011 at 1:48 PM

    I may have missed this earlier, but what is your goal of how many companies to hold in your total portfolio?

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  24. Passive Income DudeMay 15, 2011 at 7:23 PM

    Me Myself and I,

    Thanks for stopping by. My goal for total number of companies is anywhere from 35-40. It will take awhile to get there, but that is the plan.

    Keep in touch,

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  25. AnonymousMarch 31, 2012 at 2:26 PM

    Could you update this please

    ReplyDelete

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