I am not as surprised. As I wrote in my Fiscal Cliff blog the other day, I have been very concerned for quite a few months. I had moved my dividend portfolio to 32% cash, plus I took a largish position in SDS (a 2x S&P 500 bear fund). I still expect further selling pressure, a 2% drop in my mind is a drop in the bucket. Ten to fifteen percent seems more likely to me.
Of course any time there is a sell-off, one should be thinking about what they'd like to buy and at what prices. I think in my dividend portfolio, I will be looking at what I have sold:
TROX
WBK
LNC
SBS
PM
I also have my 2nd tranche of MFI stocks coming up November 15th. Not yet sure what will be in there, but I am hoping for some bargain shopping. AAPL may be a real possibility as it has dropped significantly since touching $700.
Here is my current dividend portfolio:
Stock | Shares | Avg Cost | Current Price | Dividends Received | Pct Change | R3K Change | Diff |
BHK | 2,219 | 12.73 | 16.14 | 2,256.27 | 34.8% | 3.5% | 31.2% |
CSCO | 4,262 | 17.20 | 17.24 | 1,417.26 | 2.2% | 4.8% | -2.7% |
CSQ | 5,404 | 8.26 | 9.96 | 4,487.43 | 30.7% | 19.7% | 10.9% |
FSC | 2,753 | 9.79 | 10.54 | 1,531.56 | 13.3% | 2.8% | 10.5% |
HFC | 1,100 | 33.98 | 40.60 | 1,813.78 | 24.3% | 1.5% | 22.8% |
INTC | 1,973 | 21.01 | 21.03 | 1,998.36 | 4.9% | 13.3% | -8.4% |
JPM | 1,673 | 35.22 | 40.70 | 992.36 | 17.2% | 4.7% | 12.5% |
JQC | 4,135 | 9.10 | 9.88 | 4,107.71 | 19.4% | 4.3% | 15.1% |
KMF | 1,844 | 21.97 | 28.85 | 3,637.01 | 40.3% | 16.1% | 24.2% |
KSS | 632 | 48.18 | 54.60 | 400.19 | 14.6% | 3.2% | 11.5% |
MPC | 579 | 43.89 | 55.62 | 343.47 | 28.1% | 2.4% | 25.6% |
MSFT | 965 | 26.83 | 29.19 | 1,266.94 | 13.7% | 13.9% | -0.2% |
O | 552 | 19.17 | 38.85 | 7,294.60 | 171.5% | 65.5% | 106.0% |
OIBAX | 3,861 | 4.91 | 6.56 | 6,503.93 | 68.0% | 65.9% | 2.1% |
PGR | 2,000 | 20.48 | 22.18 | - | 8.3% | 3.3% | 5.0% |
PRE | 532 | 67.33 | 79.80 | 956.09 | 21.2% | 3.3% | 17.9% |
PVD | 427 | 65.11 | 107.40 | 3,787.87 | 78.6% | 15.9% | 62.7% |
SAI | 4,680 | 12.83 | 11.11 | 1,376.70 | -11.1% | -1.0% | -10.1% |
STO | 1,040 | 23.82 | 24.07 | 1,121.00 | 5.6% | 18.4% | -12.8% |
VIVHY | 2,296 | 16.70 | 19.22 | 3,749.20 | 24.9% | 1.9% | 23.0% |
Total Open | 49,042 | 21.6% | 9.2% | 12.5% | |||
Closed | 11.3% | 9.1% | 2.2% | ||||
Combined | 14.0% | 9.1% | 4.9% | ||||
IRR Since 12/31/10 | 14.7% | ||||||
2012 Gain | 21.0% |
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