Henry Lili
Recycles dryer sheets
- Joined
- Oct 18, 2009
- Messages
- 246
Clorox
Sent from my LGL34C using Early Retirement Forum mobile app
Sent from my LGL34C using Early Retirement Forum mobile app
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.
2100 shares after selling off half a few years ago.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 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.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.
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.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.
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.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.
Berkshire Hathaway. I bought it for the generous dividends.
Amazing that everyone made an excellent choice in their biggest individual stock holding and nobody listed Radio Shack as their largest holding.
Are we all just excellent stock pickers? Makes me wonder why we index...
Amazing that everyone made an excellent choice in their biggest individual stock holding and nobody listed Radio Shack as their largest holding.
Are we all just excellent stock pickers? Makes me wonder why we index...
Are we all just excellent stock pickers? Makes me wonder why we index...
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...