Dividend Portfolio Staying Even

After 5 trading days into 2013, my dividend portfolio is in a dead heat with the Russell 3000. While we always want to "win", I think we can all agree is that the most important thing is not to lose.

My laggards so far have been the refining companies, HFC and MPC.  I am not sure what to do with them.  I do know from past (and at time painful) experience, that refinery stocks can be kind of boom and bust.  I did read HFC's presentation on why they are well-positions (), so I guess for the time being I am drinking the Kool-Aid.  I certainly would like to hold them into February as that is when I bought them a year ago.

Stock	Start	Last Week	Current	QTD Change	Weekly Change
AAPL	532.17	532.17	525.31	-1.3%	-1.3%
BHK	14.90	15.04	15.56	4.4%	3.5%
CIM	2.61	2.61	2.78	6.5%	6.5%
CSCO	19.65	19.65	20.31	3.4%	3.4%
CSQ	9.81	9.88	10.34	5.4%	4.7%
FCX	34.20	34.20	34.97	2.3%	2.3%
FSC	10.42	10.42	10.80	3.6%	3.6%
HFC	46.55	46.55	43.52	-6.5%	-6.5%
INTC	20.62	20.62	21.09	2.3%	2.3%
JPM	43.97	44.27	45.80	4.2%	3.5%
JQC	9.65	9.65	9.89	2.5%	2.5%
KMF	28.79	28.79	29.89	3.8%	3.8%
MPC	63.00	63.00	61.55	-2.3%	-2.3%
O	40.21	40.21	41.93	4.3%	4.3%
OIBAX	6.58	6.58	6.58	0.0%	0.0%
PGR	21.10	21.10	21.98	4.2%	4.2%
PRE	80.49	80.49	82.34	2.3%	2.3%
PVD	104.00	104.00	110.60	6.3%	6.3%
SAI	11.32	11.32	11.86	4.8%	4.8%
SLCA	16.73	16.73	18.59	11.1%	11.1%
STO	25.04	25.04	25.15	0.4%	0.4%
VIVHY	22.81	22.81	21.79	-4.5%	-4.5%
Totals				2.3%	2.2%
IWV	84.68	84.68	86.54	2.2%	2.2%

Not much else to say!