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.

-
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?

-
BAC
Bk Of America Cp - $15.05
- -0.53%
- $14.94
Financial Position. Large dividend yield and excellent dividend growth.

-
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.

-
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.

-
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.

-
HD
Home Depot Inc - $26.08
- +1.76%
- $25.87
Added position on 6/29/2007 for diversity in the consumer discretinary allocation.

-
VNQ
Vanguard Sf Reit - $39.54
- -1.64%
- $39.51
Realestate.

-
T
At&t Inc. - $25.93
- -0.04%
- $25.86
Telecom Position w/ high yield and excellent growth prospects.
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