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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.

26 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.

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