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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Trader J who wrote (151275)	3/7/2013 8:16:41 AM
From: rnsmth	6 Recommendations Respond to of 213173

<<And, as you know, my M.O. is to cut losses as quickly as possible so the "flops" are minimized but the wins are extended runners. I don't care if this stock is labeled as AAPL, NOK, MSFT or WMT .... I'd be playing it exactly the same way until there exists reason not to.>> I have stopped trading. In May, 2012, I started developing a dividend growth portfolio with AAPL profits. I now hold 26 positions - one of those is AAPL shares. Only two of those positions are currently red and one of those is AAPL. The other is POT. The 24 that are green are up from 1% (LNT, a recent additions) to over 30% (SEP, acquired on November 30, 2012). That is nice, in a way, but it means that when the dividends get reinvested - and they all do, the shares are more expensive and I get fewer of them. Dividend growth is the focus. The 3-year CAGR of the dividend for these positions is 10.2%. That means pay raises every year at rates that far outstrip inflation. If a company lowers its dividend growth rate below 5%, it goes on a watch - two years in a row and it is sold. Income is the metric that matters The overall current dividend yield is 4.36%. The yield using my cost as the denominator is 4.7%. The income will provide a nice supplement to our pensions and social security when we retire, and will also grow faster than the pensions (maximum COLA of 2%). This has been a wonderful way to re-deploy our outsized AAPL protfits from the 2009-2012 period. Apple may have another run in the future that rivals that of 2012. I am more interested in how much they grow the dividend, frankly :)