This is just my small, real personal portfolio. Started in 2005. Very modest. (4/21/2008)
There are: 7 large cap stocks (especially MFC, MCD, ACH and BMY), with 3 mid-large caps (RSG, NLY, TV). 7 pay fantastic dividends. RSG, GLW and TV have small dividends. I would strongly recommend EMR, NLY, GLW, TV and MCD to anyone. I have milder pos+ recommendations for the other 5. At this time I am not buying: military, tobacco, weapons, asset management (see: gaming), most gaming stocks (see: asset management) banking stocks, most small caps (due to lack of knowledge), investment banks, housing and housing related stocks, most retail. I do like for the near future: Foreign money center banks, technology (some), alternative energy, telecom, some basic materials, Russian stocks, some ETFs. Stocks & ETFs I like: Canada, Spain, Switzerland, Australia, India, Brazil, Chile, Mexico, Netherlands, Korea, China.
Portfolio up 4.57% since inception. Comments below dated 4/21/2008.