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My Financial Independence Journey » Portfolio


The below table lists my current stock and option holdings.  The quotes and gain/loss are generated in real time.  I don’t worry too much about day to day, month to month, or year to year fluctuations in stock price since I aim to hold these securities forever so long as they continue to pay and increase dividends.

30 Responses to "Portfolio"

  1. Wow I really, really like your portfolio! I can tell you’ve held a number of these stocks for quite a few years. The gains you’ve seen on KO, GPC, & T are just outstanding! When did you start buying these types of companies? 2009 perhaps? kudos!

    1. Compounding,

      Thanks for stopping by. I started dividend growth investing in mid 2010. Some of the gains are impressive, but I think I was just lucky with my first picks.

      The LOW and AFL gains are due entirely to capitalizing on the last debt ceiling fiasco back in 2011. Not only did I make nice gains on my long positions, I also made nice gains on some long-term puts that I sold.

  2. says:

    Hi there, really enjoy your blog so far. I see that the allocation amount on each stock varies from $1100 to $7000. Do you have general rule on that allocation % on each stock? I generally put 4-8% on blue chip stocks (under value investing and dividend principles) and less than 2% for more speculative stocks. Also, since you focus on dividends, how about posting the dividend income on the spreadsheet as well? Just a thought. Keep up the good work. Cheers.

    1. Stefani,

      Thanks for stopping by. I don’t have any specific rules on per stock allocation yet. Right now I’m focusing in getting the sectors balanced out. I think that as the sectors get balanced, the stocks will take care of themselves.

      I actually spent part of this weekend working on different dividend tracking spreadsheets and finally settled on a format that I like. I’ve used other formats in the past, but they weren’t easily readable. I haven’t decided whether I’ll post separate dividend tracker or just add the dividend info to the portfolio spreadsheet. But since I know there’s interest, I’ll work on getting that information out there soon.

  3. LG says:

    Do you think investing in a dividend index fund like VHDYX is less risky compared to investing in individual stocks?

    1. LG,

      Thanks for stopping by. I haven’t spent too much time reviewing the dividend paying mutual funds or ETFs. But my hunch is that they probably break even in the long run. The stocks may be a slightly better bet since you can control your entry price and yield better with individual purchases.

  4. Inq says:

    Landed on your blog. Nice portfolio. Do you not invest in preferred stocks as an alternate source of income?

    1. MFIJ says:

      Thanks! I have not invested in preferred stocks, but I may look into them in the future. I do sell put options as alternate income, those are listed on a separate page if you are interested.

  5. Ezequiel says:

    Great Portfolio MFIJ.

    What about transport sector?. I am studying CHRW and NSC… What do you think about?

    Good luck with your (near) future independence ;)

    1. MFIJ says:

      I do own NSC and have a put against it. I think it’s a great company, but like everything else it might be a bit overvalued at the moment. There are a few other railroads that I’m interested in as well.

  6. FerdiS says:

    Very impressive portfolio and sector chart! I’ve been investing in stocks since 2002 and options since around 2007. This year, I added a dividend growth portfolio (about which I’m blogging). I like the idea of selling puts on dividend growth stocks I’d like to own, especially if they’re a little overpriced compared to fair value. Looks like you’re successfully doing that…

    1. MFIJ says:

      Thanks and good luck with your dividend portfolio. I’ve been moderately successful selling puts in an overvalued market. The risk is always that if the market corrects too much that I’ll be assigned the stock. That may happen with my O and DLR puts in a few months. We’ll see how the market treats me.


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