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
  • $62.69
  • +0.61%
  • $62.49

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
  • $16.29
  • +1.24%
  • $16.28

Financial Position. Large dividend yield and excellent dividend growth.

People owning BAC also tend to own: AAADPAVPBRK-BBUDCSCOCX

TheStreet.com Rating: C- What is this?

  • +
  • UTX
    United Tech
  • $68.73
  • +1.12%
  • $68.52

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: PNRASHFLSIRIXMSRCLHCBKJCP

TheStreet.com Rating: B What is this?

  • +
  • KO
    Coca Cola Co The
  • $58.24
  • +1.32%
  • $57.71

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
  • $21.61
  • +0.93%
  • $21.79

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
  • $27.51
  • +1.21%
  • $27.37

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
  • $42.36
  • +1.27%
  • $42.58

Realestate.

People owning VNQ also tend to own: DODGXGLDIEFMOMSTLTBAC

TheStreet.com Rating: No Rating What is this?

  • +
  • T
    At&t Inc.
  • $26.78
  • +2.92%
  • $26.38

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 +1.56% Mar 12th
BAC 50.96 -68.03% Mar 12th
CVX 68.72 +14.58% Dec 15th
GD 78.59 -14.09% Jan 12th
KO 47.84 +21.74% Mar 12th
MO 86.86 -77.98% Aug 20th
SBUX 30.02 -28.01% Mar 12th
QQQQ 43.13 +2.34% Sep 2nd
T 37.21 -28.03% Mar 14th
PPG 70.88 -14.60% Jan 12th
VTI 153.26 -63.66% Jun 2nd
VNQ 75.25 -43.71% Jun 18th
APD 82.25 +0.89% Jan 12th
HD 39.31 -30.02% Jun 29th
MCD 51.91 +23.27% Jul 14th
VZ 41.92 -25.26% Aug 10th
ED 45.96 -7.62% Dec 15th
UTX 80.50 -14.62% Oct 11th
GE 41.81 -61.68% Oct 11th
PVX 12.62 -49.76% Nov 26th
ACAS 41.04 -92.32% Dec 15th
DBC 31.43 -22.46% Dec 15th
XLK 26.76 -17.53% Dec 15th
PG 70.18 -10.62% Jan 12th
MMM 77.58 +0.19% Jan 12th
PFE 24.02 -22.86% Jan 12th
CVY 22.4099 -21.69% Jan 12th
AIG 57.68 -38.83% Jan 12th
ALD 20.46 -82.55% Jan 12th
KMP 55.63 +1.80% Jan 12th

Average return:

 -14.07%

Success rate:

 26.67%

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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