DAVWEN94 Portfolio
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Created by davwen94
DESCRIPTION:

Date updated:01-12-2008

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.

symbol name last price % change open
  • +
  • JNJ
    Johnson And Johns
  • $60.30
  • +0.53%
  • $59.94

Healthcare Position. Consistent dividend growth and above average yield. What's not to love about J&J?

People owning JNJ also tend to own: AAAIGIBMINTCJPMKOMSFT

TheStreet.com Rating: B What is this?

  • +
  • BAC
    Bk Of America Cp
  • $15.05
  • -0.53%
  • $14.94

Financial Position. Large dividend yield and excellent dividend growth.

People owning BAC also tend to own: AAPLGOOGINTCMSFTRACKCFCASH

TheStreet.com Rating: C- What is this?

  • +
  • UTX
    United Tech
  • $65.07
  • -0.58%
  • $65.36

Congomerate with a hand in the defense industry. Dividend Growth. Defense contractors will do well as long as geographic tension exist. I believe it will for some time.

People owning UTX also tend to own: BMYBNSCLXCVXDDDEIBM

TheStreet.com Rating: B What is this?

  • +
  • KO
    Coca Cola Co The
  • $54.49
  • +0.17%
  • $53.97

Consumer Staple Position. Dividend and dividend growth plus I just love Coca Cola after visiting Atlanta on numerous occasions. Increased position on 4/5/2007.

People owning KO also tend to own: AAAIGIBMINTCJNJJPMMSFT

TheStreet.com Rating: B What is this?

  • +
  • SBUX
    Starbucks Corpora
  • $21.12
  • +7.21%
  • $20.40

Consumer Discretionary Position. Growth, brand loyalty and home town favorite. Ok, so I am a Seattle loyalist.

People owning SBUX also tend to own: AAPLBRCMBTUCCJCNQCTRPGG

TheStreet.com Rating: B- What is this?

  • +
  • HD
    Home Depot Inc
  • $26.08
  • +1.76%
  • $25.87

Added position on 6/29/2007 for diversity in the consumer discretinary allocation.

People owning HD also tend to own: CCLXCVSGOOGGSJNJLLY

TheStreet.com Rating: B- What is this?

  • +
  • VNQ
    Vanguard Sf Reit
  • $39.54
  • -1.64%
  • $39.51

Realestate.

People owning VNQ also tend to own: DODGXGLDIEFMOMSTLTBAC

TheStreet.com Rating: No Rating What is this?

  • +
  • T
    At&t Inc.
  • $25.93
  • -0.04%
  • $25.86

Telecom Position w/ high yield and excellent growth prospects.

People owning T also tend to own: ACEBACCCBCOPCVXDIS

TheStreet.com Rating: B- What is this?

previous next
 

Start Price

Return Value

Start Date
JNJ 61.73 -2.32% Mar 12th
BAC 50.96 -70.47% Mar 12th
CVX 68.72 +12.82% Dec 15th
GD 78.59 -16.55% Jan 12th
KO 47.84 +13.90% Mar 12th
MO 86.86 -78.66% Aug 20th
SBUX 30.02 -29.65% Mar 12th
QQQQ 43.13 -1.23% Sep 2nd
T 37.21 -30.31% Mar 14th
PPG 70.88 -17.04% Jan 12th
VTI 153.26 -64.80% Jun 2nd
VNQ 75.25 -47.46% Jun 18th
APD 82.25 -2.55% Jan 12th
HD 39.31 -33.66% Jun 29th
MCD 51.91 +18.90% Jul 14th
VZ 41.92 -29.48% Aug 10th
ED 45.96 -9.64% Dec 15th
UTX 80.50 -19.17% Oct 11th
GE 41.81 -63.33% Oct 11th
PVX 12.62 -47.31% Nov 26th
ACAS 41.04 -92.84% Dec 15th
DBC 31.43 -24.40% Dec 15th
XLK 26.76 -20.59% Dec 15th
PG 70.18 -13.02% Jan 12th
MMM 77.58 -2.80% Jan 12th
PFE 24.02 -29.39% Jan 12th
CVY 22.4099 -23.69% Jan 12th
AIG 57.68 -38.49% Jan 12th
ALD 20.46 -83.92% Jan 12th
KMP 55.63 -1.01% Jan 12th

Average return:

 -15.95%

Success rate:

 10%

Deleted Stocks:
DIA 123.13 +14.19% May 1st
NFG 41.30 +4.72% Mar 12th
VIG 53.43 +5.93% Mar 12th
CASH 30.94 0.00% Mar 12th
PSQ 63.8501 -2.98% Mar 12th
HCP 36.32 -18.03% Mar 14th
QID 52.58 -17.27% Aug 20th
QLD 84.65 +11.79% Apr 14th
BSV 75.24 -0.82% May 1st
WTR 22.23 +6.97% May 11th
CTR 21.76 ------ Jun 18th
CTL 48.66 -14.43% Jun 20th
XOM 90.33 +1.99% Jul 14th
SHW 67.60 -9.32% Jul 14th
C 48.81 -22.70% Aug 20th
RPM 24.35 -14.17% Oct 2nd
DVY 70.20 -4.60% Oct 2nd
ECL 47.85 -3.22% Oct 2nd
FPL 62.24 +6.99% Oct 2nd
HTE 28.04 +2.57% Oct 25th
TNH 125.78 +1.73% Oct 27th

Tracking Started: 03-12-2007

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