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Your Biggest Individual Stock Holding & Why ?
Old 07-31-2015, 03:40 PM   #1
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Your Biggest Individual Stock Holding & Why ?

This is a 'taxable' brokerage account.
My biggest holding is Johnson & Johnson. 12.00% of the total

I bought my 1st 100 shares in 2002, reinvested dividends & bought small lots when I figured it was oversold.

I now have 605 shares. About one year ago, when JNJ was around 110$
I began taking the dividends in cash. Thought it was overvalued + the fact that I knew I was going to retire in June 2015 & would need the income.

JNJ hasn't exactly been a steller performer over the last 10 years, but the fact that they've raised the dividend every year for 53 years is very comforting to me.

What's your biggest holding ?
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Old 07-31-2015, 03:41 PM   #2
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Berkshire Hathaway. I bought it for the generous dividends.
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Old 07-31-2015, 03:48 PM   #3
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Berkshire Hathaway. I bought it for the generous dividends.
Good choice
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Old 07-31-2015, 03:54 PM   #4
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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.
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Old 07-31-2015, 03:54 PM   #5
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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.
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Old 07-31-2015, 03:56 PM   #6
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Berkshire Hathaway. I bought it for the generous dividends.
I don't believe they pay divs. Joke? Total return has been about 8.5%CAGR over last 18 years which is quite a bit better than S&P 500.
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Old 07-31-2015, 04:00 PM   #7
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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.
I also own Apple, although it's far less than 8% of total.
Agree with all points you made.

For whatever reason, wall street has never given aapl a multiple as high as other tech companies.

Some insist it's just a 'gadget company'
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Old 07-31-2015, 04:03 PM   #8
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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.
You've done extremely well.
Congrats
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Old 07-31-2015, 04:05 PM   #9
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Mine is Gilead. I didn't get in early, but I did purchase chunks in the high $60s.

Even at $117 it is cheap, with PE approaching 10. Pays a small dividend now too.
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Old 07-31-2015, 04:06 PM   #10
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ABT and ABV a few thousand shares for 26 years, I work there.
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Old 07-31-2015, 04:07 PM   #11
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MO, about 6%. Didn't realize it was that much, I may take a little gain.
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Old 07-31-2015, 04:14 PM   #12
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Mine is Gilead. I didn't get in early, but I did purchase chunks in the high $60s.

Even at $117 it is cheap, with PE approaching 10. Pays a small dividend now too.
I recently purchased my 1st 100 shares @ about the 117$ you mentioned, for all the reasons you mentioned.
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Old 07-31-2015, 04:34 PM   #13
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I recently purchased my 1st 100 shares @ about the 117$ you mentioned, for all the reasons you mentioned.
Gilead's main problem is they are only growing at 30% or so with just a few billion a quarter in profit. They need more debt and negative earnings so they can be rewarded with a fast food type PE.
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Your Biggest Individual Stock Holding & Why ?
Old 07-31-2015, 04:42 PM   #14
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Your Biggest Individual Stock Holding & Why ?

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.
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Old 07-31-2015, 05:03 PM   #15
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You've done extremely well.
Congrats
Thank you. It is difficult to find something else to invest in that has the same combo of good divs, reasonable growth and high ROE.
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Old 07-31-2015, 05:05 PM   #16
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Gilead's main problem is they are only growing at 30% or so with just a few billion a quarter in profit. They need more debt and negative earnings so they can be rewarded with a fast food type PE.
Very good
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Old 07-31-2015, 05:21 PM   #17
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BHP Billiton Ltd ADR, 4.72 %
I used to own PetroHawk, so when BHP acquired them, I decided to stay involved. I have since added more shares in BHP in small lots.
Taking a bit of a recent beating, but holding it long term.

Most of my portfolio is in mutual funds. I've been playing with a very few individual stocks (BHP, CELG, DDD) since I FIREd.
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Old 07-31-2015, 05:55 PM   #18
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Biggest Individual Holding: CVS Health Corp. - Bought several thousand shares at $36.08 a share in 2011, up 210% since then.
Biggest Sector Holding: Energy (Midstream MLP's mainly) - well, we all know how thats doing...
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Old 07-31-2015, 05:56 PM   #19
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Over the last several months, I have been scaling back on individual stocks and buying index etf's for better diversification. But still own 7 stocks with CVX being my largest individual holding. CVX has hurt my overall performance obviously, but going to ride it out. At some point I want my individual stocks to be no more than 5% of my portfolio(11% now).
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Old 07-31-2015, 05:57 PM   #20
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Apple Inc. AAPL 3.94%

Because that is how much SPY holds (times my ~ 75/25 AA)


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