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


To: Mannie who wrote (24772)6/2/2016 6:15:11 PM
From: JimisJim  Read Replies (1) | Respond to of 34328
 
Oh, yeah... LMT is a keeper for many reasons, including their seemingly large lead in making fusion happen in the real world... I did not know that about GIS... every time I'm tempted to cut GIS, I never seem to be able to pull the trigger... like KMB, too... or a few others... I've read that math/statistics prove one can be too diversified, but I don't think I'm very close to that point yet as my DGI PFs hover around 40 positions ± 5 over time... and average position size real close to the target 2.5% with a couple outliers over-weight (O) and/or way under full position (WPZ, PSEC)...



To: Mannie who wrote (24772)6/3/2016 3:11:32 PM
From: rnsmth  Read Replies (1) | Respond to of 34328
 
<<LMT keeps making advances in fusion technology..>>

Owned it for 2.5 years, roughly (since Sept, 2013) Total return over 100%. YOC is over 5%. What is not to like :-)

Other total return giants in my portfolio, given the time of ownership, are:

DLR - one lot is more than a douple, the other close to a double

KHC, up 126%

O - 89%

WEC 81%

LNT 80%

JNJ close to 80%

OHI, PG close to 50%

I am good with the income and with the share price appreciation in my 28 position portfolio. Those are the best total returners, others like AAPL, GIS, BCE, T, VZ, SO, HASI, EMR are doing all right - they are not the total return leaders, but they provide good income.

I likey