SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?


To: Steve Felix who wrote (5924)9/23/2010 12:36:20 PM
From: Jeffry K. Smith  Read Replies (1) | Respond to of 34328
 
I'd be interested in your list of stocks! >eom<



To: Steve Felix who wrote (5924)9/23/2010 12:40:49 PM
From: chowder  Read Replies (1) | Respond to of 34328
 
Without knowing what's on your list ... in the high yield sector, I would recommend CTL - 7.3% (which I own) and NGG - 6.7% (which is on my list to buy).



To: Steve Felix who wrote (5924)9/23/2010 1:38:20 PM
From: E_K_S  Read Replies (1) | Respond to of 34328
 
Hi Steve -

My top 10 holdings in my taxable account represent 44% of the portfolio. I have tried to select stocks that pay dividends, can grow but most importantly maintain their purchasing power (buy owning hard assets in-the-ground that would increase in value in an inflationary environment).

My cost basis is lower on all of these stocks and the only one I would buy out right now at current levels is NYB.

finance.yahoo.com

(Note: AAUKY.pk reinstated their divided this year after stopping it for 36 months. They previously paid as high as a 9% annual dividend (for over 20 years) and in the last 20 years there have been numerous stock splits. I think it is a four bagger for me w/o counting the dividends. The company owns a lot of minerals in-the-ground around the world.)

It's an oil and natural resource weighted group. I think I now have 87 stocks in the portfolio. My top three bhp, cvx aauky.pk I have owned for more than 25 years. The other seven in my top 10 I have owned for at least 10 years except FR-PK which I recently picked up for the income in 07/2010 at $12.50/share (It's up over 48% from my last buy!).

I believe NG is historically low and is a good resource to own if bought at current or lower prices. COP, XOM, ERF & PWE have made significant NG investments in the last 24 months.

I would say that 40% of my new buys in the last 24 months had some NG theme to them. Many of these buys continue to generate good dividends and will grow as NG usage grows.

Schwab has a new Data field provided in their StreetSmart.com product (also available in their Street Smart Pro product) called "DIV YIELD". I sort the stocks on my watch list(s) as well as those in the portfolio to remind me of the dividend yield ranking. It's a good reminder to have if that is a key criteria when building your portfolio(s).

EKS