I recently published a new dividend portfolio page that highlights all of my investments. I’ve been looking forward to taking things public to help me stay focused on my holdings, share ideas and receive feedback from fellow investors like you.
I am currently in 27 stocks/ETFs and holding about 10% cash while I hunt for more value. 4 of these are REITs and 4 are ETFs. I expect that a few opportunities will come my way later this year. I own 2 stocks that do not pay any dividends because of what I hope from them in the future. This is rare for me but when I believe in a company’s long term story the way I do with Baidu and SuperValue I can sometimes overlook the fact that they do not pay a dividend. 95% of my portfolio is in stocks that pay dividends.
Because I have held most of these stocks for some time I plan to write up a few posts that explain why I am currently invested in these stocks vs why I made the purchase.
There are a couple emerging markets and sectors that I want exposure to so I have choosen to be long a few ETFs like the following:
Alerian MLP ETF – MLP exposure
iShares MSCI Philippians – Philippians
Vanguard FTSEEuro – Europe
SPDR Select Sector – Financials
I’m a bit overweight financials and tech right now which is exactly where I want to be.
You can see the full list of my holdings here.
It’s always interesting to see other’s holdings. I noticed there’s not many of the “dividend champion stalwarts” like KO, PG, JNJ, CVX. Is there any specific reason? Are you after a bit more growth from your dividends or have the values just not been there?
Some intriguing holdings. I dont know much about the Philipines economy…that one intrigued me…will have to take a look at it.
regards
Same question as JC 🙂
Great question. I recently became eligible to roll over a large sum from a 401k to a rollover IRA. When I went to put that money to work I just felt like there were better values out there than KO, PG, JNJ. Each are all great stocks that I’d buy if I had extra cash to deploy but right now I feel like there are better places to get value.
Zach,
Awesome! Always glad to see other investors’ portfolios. 🙂
Very interesting portfolio. There’s definitely a couple holdings in there I’ve had my eye on, but for one reason or another just haven’t had a chance to buy yet.
What’s your thoughts on WTR? I see you’re a shareholder. Love the business model, but the dividend growth leaves something to be desired.
Best wishes!
Hey Jason thanks for the comment. When you adjust for the split last year the dividend growth in WTR has not been bad at around 8%. For me it offers some diversification with pretty solid growth year over year.