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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Investor2 who wrote (4859)	5/31/2010 12:15:42 AM
From: Steve Felix	Read Replies (1) \| Respond to of 34328

I suppose eclectic would be a weak word for me. <gg> I have actually cut my reit holdings over the last two years. Most partnerships added in the last year. The first SGU and EPB last June the 1st. SGU had just reinstated their distribution. Made O my largest position because it is a great reit, Achiever, and has a monthly dividend. That was back in 2005. EROC simply because it was beaten down ( avg. $3.35 )and hopefully will up the distribution in the future. UVE had just had a nice earnings report, has 47% insider ownership who have paid themselves a special dividend the last two years. I owned nothing in insurance. Of course they just cut from .12 to .10. :( MCGC I held through the suspension, and fall, adding shares much lower that have since been sold. A reason for everything, at least at the time. I believe my IRA is the place for anything that doesn't pay qualified dividends. I have failed to keep good records on return of capital in the past and this way I don't have to. I'm lazy. With the amount of reits I had, the portfolio jumped around way too much day to day. Added some stocks to "calm it down" a little. BMY, utilities, and ESP ( no debt, low pe, increases since 2001, large insider ownership and they like to pay themselves a nice special dividend each year, three specials and a stock split since 2005, 50% payout ratio even in this down turn ). First order was to build income. Now I want to buy Aristocrats, Achievers of Champions that are giving nice dividend increases each year. My taxable account, which is smaller tends to balance this one out some. Ten largest holdings there, not in order: ACNB.ob VVC NTLS CLX KMB NJR SYY UPS MCD UBCP. You got me motivated enough to run my port. through Instant Xray. Portfolio definitely leans to small value. Style box: Lg. 8 4 0 Med. 4 17 0 Small 53 10 3 Value Core Growth Stock sector: Portfolio ( % of Stocks ) S&P 500( % ) Information 2.25 23.17 Software 0.00 4.36 Hardware 0.90 10.87 Media 0.00 2.73 Telecommunications 1.35 5.21 Service 78.96 40.41 Healthcare 3.15 11.44 Consumer Services 11.69 8.90 Business Services 7.19 3.56 Financial Services 56.93 16.51 Manufacturing 18.80 36.42 Consumer Goods 3.30 10.95 Industrial Materials 0.00 11.14 Energy 6.51 10.95 Utilities 8.99 3.38 Not Classified 0.00 0.00 Stock type: Portfolio ( % of Domestic Stocks ) S&P 500( % ) High Yield 9.98 1.95 Distressed 6.55 2.13 Hard Assets 45.89 12.16 Cyclical 18.95 33.32 Slow Growth 5.99 16.53 Classic Growth 9.48 15.48 Aggressive Growth 1.62 15.62 Speculative Growth 1.55 2.45 Not Classified 0.00 0.36 Portfolio / Relative to S&P 500 P/E ratio 13.02 0.85 P/B ratio 1.03 0.50 ROA 5.57 0.78 ROE 14.13 0.76 Proj. EPS Growth 5 yr% 7.69 0.82 Yield (%) 6.75 3.61 Average mkt cap ($mil) 1118.57 0.02