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Strategies & Market Trends : Fundamental Value Investing
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To: The Ox who wrote (2377)10/2/2012 8:32:06 PM
From: Sergio H  Read Replies (2) of 4719
 
We could wait 9 months to accumulate more money or we can add shares after six months, split the money 50/50 and buy partial shares. Either way is ok with me. Since you originated the idea, please decide. Hopefully that is ok with Bruwin and everyone.

We do need to adjust for the Kraft spin-off on the Buffett portfolio. Not sure how that should be done.

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Looking at comparison of dividends between our portfolio and Buffett's, I am surprised that ours has a dividend rate lower than the S&P 500 (2.2%) while Buffett's is higher.

Also surprising to see that the payout ratios for our stocks, are lower than Buffett's.

Our Portfolio

Symbol/ Div. %/ Payout Ratio
AAPL....1.6.........0
APA...... .8..........7
CMI......2.2.........16
DIS.......1.1.........20
GLW.....2.3.........19
JOY......1.2.........10
PH........2.0.........21
ROC.....3.0...........6
SLW......1.0.........19
UNP......2,0..........29
AVG, 1.7% 15.7%


Buffett Portfolio

Symbol/ Div. %/ Payout Ratio
AXP......1.4..........13
COP......4.6..........31
IBM.......1.6..........23
JNJ........3.5..........74
KRFT.....2.0.........
KO.........2.7.........52
PG.........3.2.........58
USB.......2.3.........24
WFC......2.5.........23
WMT.....2;2.........32
AVG. 2.6% 34.5%
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