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


To: JimisJim who wrote (16561)8/9/2013 5:21:51 PM
From: Ditchdigger1 Recommendation

Recommended By
JimisJim

  Respond to of 34328
 
Thanks for the list Jim, it's nice to see what others are holding, especially when wanting to add a position.
Over the last few years I have increased my number of positions 2 fold(smaller positions but more of them) , never thought I would actually. Top gainers(divy and cap gain), VZ,GE,T,LLY and DOW ...and XRX gaining ground rapidly(g)
(I also have intentionally been taking taxable gains and paying the taxman the last few years, I don't figure rates are going down anytime soon, the value of my taxable accounts is probably on the order of 80% tax free, if that makes sense)

By value, DOW,COP,AFL,GIS, and GE

And actually my largest holding valuewise (with a great cap gain) is VMGMX



To: JimisJim who wrote (16561)8/9/2013 5:50:11 PM
From: Tom C2 Recommendations

Recommended By
JimisJim
Tobias Ekman

  Read Replies (2) | Respond to of 34328
 
Interesting!

My top total return (percent increase, all divies re-invested)

AWR (highest by over 20 percentage points)
MKC
TCAP
BMY
WAG

Largest holding by $ amount (of 54 securities) :

AWR
SRE
WM
JNJ
XOM



To: JimisJim who wrote (16561)8/9/2013 5:54:10 PM
From: chowder1 Recommendation

Recommended By
JimisJim

  Respond to of 34328
 
My top 5 holdings for "total return" are:

1. MMP
2. DEO
3. KO
4. MO
5. ADP

EPD, SRE, LMT and GIS are close behind.



To: JimisJim who wrote (16561)8/10/2013 12:40:23 PM
From: sm1th  Read Replies (2) | Respond to of 34328
 
5 largest holdings

JNJ
RPM
VZ
OHI
KMB

% top total return not annualized, so it favors older positions

RPM
CINF
VZ
KMB
JNJ

Currently 34 positions, mixed ~ 60% taxable 40% IRA

Best return ever HGIC 93% in 4 months on takeover. Only got 1 dividend though!