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Strategies & Market Trends : Dividend investing for retirement

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To: Steve Felix who wrote (12552)	9/3/2012 2:47:04 PM
From: E_K_S	Read Replies (3) of 34328

Hi Felix Good job on growing the portfolio. I noticed that BOX is getting close to an all time high. You have much more than I (you may be over weighted there) but I was looking to peel off a few shares and put it into COP. COP has been one of my best performers and now with a 5.5% dividend, it is one of the highest dividend payers too. They have a lot less debt than BOX and like CVX and XOM, COP should deliver excellent growth too. Not sure if you thought about that but I have been looking to buy COP for the IRA. I have it in the taxable account and have even held the shares of PSX that were spun off (that has performed quite well too). Your largest position is "O". Wow almost 4x larger than any other. I want that one too, so it's high on my buy list. What's you strategy on balancing the portfolio? "O" represent 15% of your portfolio, over my max 10% threshold. I really like to maintain no more than 7% in any one security. Otherwise excellent job. A solid 6.2% yield across the portfolio when the FED has kept rates at 0.00. You might even consider one or two small growth kickers like MHR and/or AUNFF (a silver mine) and/or CPPMF (a copper mine) neither pay dividends but have an excellent chance to be multibaggers. The other attribute these small companies have are "real" tangible assets. If there is high inflation, all of these will run higher. "O" also owns real assets (ie real estate) but uses more leverage. That's why I like REITs because they should do well in an inflationary environment. To boot, you get excellent dividend income. EKS

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