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
  • $57.58
  • -7.67%
  • $62.64

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: A- What is this?

  • +
  • BAC
    Bk Of America Cp
  • $19.63
  • -11.18%
  • $23.33

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
  • $46.33
  • -6.74%
  • $50.74

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: CMECVSDELLEBAYGEGSLEH

TheStreet.com Rating: B What is this?

  • +
  • KO
    Coca Cola Co The
  • $43.30
  • -8.67%
  • $47.57

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 Cp
  • $11.01
  • -4.51%
  • $11.56

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

People owning SBUX also tend to own: CMECVSDELLEBAYGEGSLEH

TheStreet.com Rating: C What is this?

  • +
  • HD
    Home Depot Inc
  • $19.93
  • -5.86%
  • $21.31

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

People owning HD also tend to own: CCLXCVSGOOGGSJNJLLY

TheStreet.com Rating: C+ What is this?

  • +
  • VNQ
    Vanguard Sf Reit
  • $42.76
  • 0.00%
  • $46.30

Realestate.

People owning VNQ also tend to own: DODGXGLDIEFMOMSTLTBAC

TheStreet.com Rating: No Rating What is this?

  • +
  • T
    At&t Inc.
  • $23.00
  • -7.00%
  • $24.82

Telecom Position w/ high yield and excellent growth prospects.

People owning T also tend to own: AAALLAPCBABACCCAT

TheStreet.com Rating: B What is this?

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Start Price

Return Value

Start Date
JNJ 61.73 -6.72% Mar 12th
BAC 50.96 -61.48% Mar 12th
CVX 68.72 -6.87% Dec 15th
GD 78.59 -22.48% Jan 12th
KO 47.84 -9.49% Mar 12th
MO 86.86 -79.99% Aug 20th
SBUX 30.02 -63.32% Mar 12th
QQQQ 43.13 -26.92% Sep 2nd
T 37.21 -38.19% Mar 14th
PPG 70.88 -33.31% Jan 12th
VTI 153.26 -70.20% Jun 2nd
VNQ 75.25 -43.18% Jun 18th
APD 82.25 -33.06% Jan 12th
HD 39.31 -49.30% Jun 29th
MCD 51.91 +0.33% Jul 14th
VZ 41.92 -38.14% Aug 10th
ED 45.96 -15.49% Dec 15th
UTX 80.50 -42.45% Oct 11th
GE 41.81 -54.53% Oct 11th
PVX 12.62 -56.42% Nov 26th
ACAS 41.04 -67.35% Dec 15th
DBC 31.43 -8.91% Dec 15th
XLK 26.76 -40.21% Dec 15th
PG 70.18 -13.25% Jan 12th
MMM 77.58 -31.04% Jan 12th
PFE 24.02 -34.76% Jan 12th
CVY 22.4099 -38.51% Jan 12th
AIG 57.68 -95.86% Jan 12th
ALD 20.46 -75.22% Jan 12th
KMP 55.63 -22.43% Jan 12th

Average return:

 -22.09%

Success rate:

 3.33%

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 -1.47% 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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