DAVWEN94 Portfolio


Dividend Growth. I favor large cap stocks with above average dividend yield with a track record for consistently raising dividends on an annual basis. I also dedicate 20% of my portfolio to speculation and market timing. The model I use (Weekly 6% NDX) is found in Leslie Masonson's book "All About Market Timing". My portfolio always has a sizable cash position as well to take advantage of what I percieve as buying opportunities.

Cash represents 55% of Portfolio.

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