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Old 07-31-2015, 05:59 PM   #21
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VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares

~24% of total retirement kitty

I long ago decided that to do individual stocks right would be way too time-consuming (reading 10-K's, research reports, etc.) so I'm an avowed indexer.
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Old 07-31-2015, 07:11 PM   #22
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Parker Hannifin 14% Good diversified industrial. JNJ is second runner up.
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Old 07-31-2015, 08:00 PM   #23
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I was going to say AMZN was my biggest holding (200 shares bought at $130 a share about 5 or 6 years ago, and I thought I was coming late to the party at that). I bought it because I observed that so many people I know used it for purchases. Well, when I logged into Schwab I discovered I had 549 shares of LFC (China Life)...w-h-a-t??!!! I see there was a 3 for one split back in May or thereabouts. I haven't been keeping an eye on my finances at all due to an ill family member commanding my attention. I bought 100 shares of LFC about 10 years ago on the advice of a friend who knows even less about the stock market than I do but she read somewhere that the Chinese were just starting to buy life insurance.
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Old 07-31-2015, 08:00 PM   #24
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VFC bought 250 shares back in 2010 for the 3 per cent dividend (spend them) and has stayed as a holding since now split 4:1 so have 1000 shares and getting more than twice the original amount in dividends.

Continues to be a solid holding and decent value even after more than tripling in value in 5 years. Dividends continue to grow at 5 times the inflation rate, is a 2 in timeliness and safety with Value Line and a A/80/100/95 in the stats I utilize to eliminate stocks.
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Old 07-31-2015, 08:25 PM   #25
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About 2,000 shares combined of my local utility companies preferred stock is by far my biggest issue. The why part? I like income through high paying safe dividends yielding around 6.5% and above. And I want mine before the "commoners" get theirs. Only common stocks I own are in my Total Stock Index. The monkey with a dart always beat me so I threw in the towel on buying common stocks.


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Old 07-31-2015, 08:35 PM   #26
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Clorox

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Old 07-31-2015, 08:45 PM   #27
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IVW at 46% of the portfolio
IVV at 19% of the portfolio

I am accumulating more IVV every month.
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Old 07-31-2015, 10:10 PM   #28
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Individual stock or ETF, now or in the past?

My largest is XIU ( Canadian market). Second is VTI.

Individual stocks?
- currently CNR tripled since I bought it in 2009
- earlier, my former megacorp. Sold most options at 18X strike price, some more and some less. At one time these options were 90% of my NW.

Before you try to subscribe to my newsletter, I also have a few$ in stocks that have gone kaput and been delisted. I do get to write them off as a tax loss so it's only "really bad", not "incredibly really f...ing bad"..
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Old 07-31-2015, 10:32 PM   #29
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Bought a little bit of Apple in a small "play money" account in late 2000. Bought and sold a handful of times over subsequent years, taking some profits and a couple of losses. At the high point it was (unintentionally) up to about 22% of portfolio. After additional sales, and growth of other holdings, that is down to about 13% now. I plan to have it under 10% before the end of the year as having that large a chunk in a single stock makes me a bit nervous after ER last year.
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Old 08-01-2015, 12:11 AM   #30
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Mulligan & I share a similar income investment strategy; I have 70% of my portfolio in income issues, including individual corporate bonds. The rest are in Vanguard Wellington & Wellesley funds.

Largest position is WFC-PL, formerly a Wachovia Preferred absorbed by Wells Fargo. Giving a 6.3% yield, qualified dividend, investment grade. Convertible, so non-callable.

Other large positions are some Utility Preferred Issues.
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Old 08-01-2015, 02:41 AM   #31
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Right now it is Berkshire <11% Intel is 9% Berkshire because I think it will (and has) respond uniquely to a financial crisis. Intel because my cost basis is so low I hate pay tax. I am donating my Intel shares gradually to a charitable trust.
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Old 08-01-2015, 08:09 AM   #32
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Mine is Philip Morris International (PM). 2% of my net worth (roughly).

[Edit] Forgot to mention why: high cash flow, loyal consumers, internationally diverse so less legal risk, growing customer base in some countries, government depends on high but legal prices. Tobacco has a fantastic performance too vs. S&P-500 in the past 100 years. And extremely stable in market meltdowns.

Only moral downside is I own part of a business that kills.
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Old 08-01-2015, 08:56 AM   #33
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Taxable account individual stock? Lowes 1999 at around (split adjusted) $15 per share basis. Now about $60
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Old 08-01-2015, 11:33 AM   #34
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About 9% in MO
I started acquiring shares in 1979 as part of the ESOP plan and then added on in the company 401K plan.
I keep planning on cutting back to no more then 5% but they keep sending me those pesky dividend checks.
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Old 08-01-2015, 11:44 AM   #35
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About 9% in MO
I started acquiring shares in 1979 as part of the ESOP plan and then added on in the company 401K plan.
I keep planning on cutting back to no more then 5% but they keep sending me those pesky dividend checks.
Don't you just hate that. PM gives me a whole dollar for every one of their shares every quarter. Those bastards
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Old 08-01-2015, 11:56 AM   #36
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Chevron 1.8% originally a Mobile DRIP circa 1990. AT&T bought as a baby bell DRIP about 1989 - .3% of portfolio. After 22 years of ER 1993 to present index funds are 95-96% of total portfolio depending on Mr Market.

However male ego/lust springs a turtle so I may/probably will dabble in 'a few good stocks' for old age(read when I croak) bragging rights type donations.

heh heh heh - however the new wife has some er remodeling ideas . Makes for interesting discussions. Just finished a kitchen remodel so we know how the last one went. Hindsight back to 1966 says that index funds and don't look were my best choice. And that's including ten baggers which my crystal ball didn't buy enough of.
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Old 08-01-2015, 11:57 AM   #37
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Originally Posted by aaronc879 View Post
Apple 8%. I bought it (just last year) because I think it still has excellent growth potential. It also has a growing dividend that isn't at risk of dropping given they have a larger cash reserve than any other company.
2100 shares after selling off half a few years ago.

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Originally Posted by Danmar View Post
A large Canadian bank that I used to work for. Acquired shares through option exercises and low cost loans. Much too big a part of my portfolio but total return over the last 18 years has been about 12.5% CAGR. Over time my plan is to continue to diversify more but the tax hit will be significant.
I have just invested in RY and NA and topped up TD last Tuesday. Partly this is because of your success with sticking to the knitting. Incidentally they are all up.
200 TD at 51.37 up 2.73%
345 NA at 44.29 up 5.66%
370 RY at 73.81 up 3.32%
to fill up $21000 in TFSAs and $27000 in RESP. TD seems to be the laggard.

But I do have the feeling it was too soon...is there anything we do not know about at this point?
Greece old news
China old news
Oil patch old news
US Politics probably positive for Canada

Of course I now have a buffer for some bad news...
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Apple. Because Apple!

Well, really because I knew I wanted to buy it back in 2002 when I heard about the iPod and thought, "this will change everything", but didn't have means. I waited until 2008 and again 2011 when I thought it was undervalued, and it turns out I was right so far.

I'm an Apple guy. Apple stuff everywhere, and the old adage goes "buy what you are." That said, it's somewhere around 2% of total holdings, not including what's accounted for in Total Market Index funds.
It is our most successful holding since 2001. We had no Apple products back then. Now we have three. Still hanging onto an HP laptop that I was worth $300 a few years ago when the telco was giving them away along with a PVR to get new subscribers.

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Originally Posted by Cat-tirement View Post
Bought a little bit of Apple in a small "play money" account in late 2000. Bought and sold a handful of times over subsequent years, taking some profits and a couple of losses. At the high point it was (unintentionally) up to about 22% of portfolio. After additional sales, and growth of other holdings, that is down to about 13% now. I plan to have it under 10% before the end of the year as having that large a chunk in a single stock makes me a bit nervous after ER last year.
We sold all of our holding when it reached $75 and bought back half when it dropped to $52 and decided to let it ride. We are still holding that for better or worse, although we cannot believe the PE of 14. Zero premium for growth. 2100 shares. And a dividend too! Our most lucrative holding since Jones Soda.
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Old 08-01-2015, 12:51 PM   #38
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Altria -MO


In May of 2009 I sold off all the stocks that I had a loss on and put most of that into MO. Now we own over 9,600 shares with a cost basis under $20. Currently about 23% of our taxable portfolio and 25% of our dividend income in the taxable portfolio.


MO is nice enough to give us a raise every year and later this month we'll get another. I am thinking $2.24. Owning MO is one of the biggest reasons I was able to retire 3 years ago at 37.
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Old 08-01-2015, 01:02 PM   #39
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KO
It will be around and paying ever increasing dividends loooong time from now.

Fairly big amounts of PM, MO, JNJ, CL, PG, HD, LOW for a same reasons.....
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Old 08-01-2015, 01:10 PM   #40
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Berkshire Hathaway. I bought it for the generous dividends.
It is actually loaded exclusively with Dividend growers or acquired companies which were dividend growers not to mention huge amount of KO

Good choice!!!
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