Tech Dividend Portfolio, current yield:
3.1% AMAT
3.9% INTC
3.7% KLAC
3.5% LLTC
3.8% MXIM
2.8% XLNX
For comparison:
4.7% BP = big oil
3.6% CLX = Clorox, consumer staple
4.5% DOW = Dow Chemical
3.3% FCX = copper miner
3.9% GE = manufacturing
For reasons previously posted, I've deleted COHU, TSM, TXN, MSFT, AIXG from this portfolio.
For now, as the SOX keeps setting new lows, the trend is down. The only available profits are short and short-term. At some point that will change, but I'm guessing not till SPX 1020 or lower.
When my Tech Dividend Portfolio is all available at a dividend yield of 4-6%, I'll load up. I'll also try to be patient enough, to wait until the SOX hasn't set a new low for 2 full months. Waiting till the stocks stop going down, on new bad news, is also a good idea.
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