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re: What is the biggest position in your portfolio and why?

Posted on 3/20/13 at 1:47 pm to
Posted by Vols&Shaft83
Throbbing Member
Member since Dec 2012
69894 posts
Posted on 3/20/13 at 1:47 pm to
You can set up a DRIP with KO and DE and avoid trade fees, however you can only invest using Dollar Cost Averaging that way.
Posted by tiger perry
Member since Dec 2009
25668 posts
Posted on 3/20/13 at 1:51 pm to
XOM
Posted by wegotdatwood
Member since Aug 2009
17094 posts
Posted on 3/20/13 at 1:57 pm to
How else could I invest? Isn't it always dollar cost averaging?
Posted by Vols&Shaft83
Throbbing Member
Member since Dec 2012
69894 posts
Posted on 3/20/13 at 2:06 pm to
Not if you buy in a large lump sum. I use DCA for my mutual funds in retirement accounts. But for individual stocks and ETFs, I typically buy a large position and leave it alone.
Posted by smelvis
Member since Nov 2010
2107 posts
Posted on 3/20/13 at 2:14 pm to
quote:

So how much $ do you buy with each time? 1k?


It just depends. But yes, I generally try to split commission/fees over a large number of shares. And when I buy I'm just adding to the fold.

Posted by Zach
Gizmonic Institute
Member since May 2005
112406 posts
Posted on 3/20/13 at 3:13 pm to
Chevron, by far. Because I like oil.
Posted by Vols&Shaft83
Throbbing Member
Member since Dec 2012
69894 posts
Posted on 3/20/13 at 3:19 pm to
quote:

Because I like oil.



God, Me too

Posted by smelvis
Member since Nov 2010
2107 posts
Posted on 3/20/13 at 3:26 pm to
quote:

Because I like oil.


Me too. And big agriculture. And smoking. And obese kids who love soft drinks.
Posted by Zach
Gizmonic Institute
Member since May 2005
112406 posts
Posted on 3/20/13 at 3:35 pm to
Nice pic. But I prefer the camera positioned from behind her ear.
Posted by Beerinthepocket
Dallas
Member since May 2011
851 posts
Posted on 3/20/13 at 7:12 pm to
Currently National Oilwell Varco, then Apple, followed by Ivanhoe Energy. In the black on NOV and IVAN, in the red by 5% on Apple.
Posted by Athanatos
Baton Rouge
Member since Sep 2010
8141 posts
Posted on 3/20/13 at 7:21 pm to
BBRG
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
16899 posts
Posted on 3/20/13 at 7:27 pm to
I have a lot of JPM and Aflac on paper.

In scottrade my 2 largest are XOM and TSH.
Also just put a fairly large stake in VMW.
Posted by PlanoPrivateer
Frisco, TX
Member since Jan 2004
2788 posts
Posted on 3/20/13 at 8:47 pm to
DWS Stable Value fund but it is only about 15% of my total portfolio.
Posted by matthew25
Member since Jun 2012
9425 posts
Posted on 3/20/13 at 8:59 pm to
I can't find DWS Stable Value Fund. What else does it go by?
Posted by GenesChin
The Promise Land
Member since Feb 2012
37706 posts
Posted on 3/20/13 at 9:20 pm to
quote:

Aflac


How is that doing for you? I am looking at working for them when I graduate and hear it is a good company that performs well too
Posted by OldTigahFot
Drinkin' with the rocket scientists
Member since Jan 2012
10500 posts
Posted on 3/20/13 at 10:28 pm to
XOM. Worked for them for 32 years. No need to sell it at this point. The dividends pay for football tickets, Christmas, vacations, etc. I will roll it at some point if it looks like the capital gains rate is in danger of being raised again.

Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
16899 posts
Posted on 3/20/13 at 10:49 pm to
Well I only own some stock, but I assume its a well operated organization considering the consistency of their stock.

Also, this was some stock passed on to me, I did not purchase it myself. Growing up my grandfather would give his grandchildren stock as gifts. Pretty cool to look back on it now.

I've considered moving some of that holdings around, but its through Aflac directly so I don't currently have every day access (probably a good thing )
Posted by Willie Stroker
Member since Sep 2008
12861 posts
Posted on 3/21/13 at 8:50 am to
So it looks like XOM is one of the most common holdings. Apparently the reason is the dividend.

If you had to translate that dividend to an estimate of a comparable earnings rate, what would that benefit be?

For example, if I put $10,000 into XOM on 1/1/12, how much more value was added to that investment by 12/31/12?
Posted by ThaBigFella
baton rouge
Member since Apr 2006
2043 posts
Posted on 3/21/13 at 9:47 am to
XOM has pretty strong dividend growth like 8% a year over the last decade which is important bc effectively your dividend is constantly beating inflation....but the dividend itself is only 2.6% I believe and its $89/share so youre looking at .57 per quarter per share....also the ex-div date is important bc you only get dividends based on what you own by that date.

XOM used to yield 10% back in the day at one point, and has been an amazing holding throughout the years....their future is bright with natural gas, but after doing nothing for the last few years I bailed....so many more bluechips with equally bright if not brighter prospects like Mcdonalds and Philip Morris international with their china and other emerging market opportunities.honestly if you're looking for a similar company with a higher dividend....I sold all my XOM and split in thirds with CVX(chevron) at 3.14%, SNP (sinopec is China's version of exxon and theyre booming) @ 4.3% yield and COP(conocophillips) @ 4.6%

Exxon is nice, but the yield is nothing to write home about....i bought it at 16 years old and sold it at 33....I did awesome on it btw

XOM was $85.94 on 1/3/12 and $85.04 at the end of the year, you would have made basically just the dividends.....not good, not bad, but not too awesome considering the run the market was on

Either way do not listen to traders, buy solid companies, hold them, and reinvest the dividends...look up a dividend reinvestment back test calculator and input your stock and your date of birth....I just did a calculation for 1979 on my birth date... $10,000 would be about $2.5M today...and thats if you only put it in Mcdonalds,Exxon, and Altria(which spun off philip morris but yes you should own MO and PM to get the total effect but PM does no business in america and has more growth potential and is also awesome as a bet against the US dollar)

XOM had the least return......at 11,000+%
MCD returned........15,000%
MO returned 48,000%

All kicked arse....bottom line dividend stocks rock, and people who love buying non dividend payers must love pain bc market drops for dividend payers mean more shares paid vs agony .....look at all the people on Baidu's ballsack last year, it fell from $150 to $85 today and all those who felt it was the next google are left with a holding yielding nothing.....if Philip Morris fell 30% id jump for joy bc my quarterly dividend at .85 today will rise like clockwork to probably .96 a quarter in september and it would buy me a sweet sweet batch....is it bad im rooting for a market crash? Im 34 I got time
This post was edited on 3/21/13 at 10:11 am
Posted by smelvis
Member since Nov 2010
2107 posts
Posted on 3/21/13 at 11:29 am to


That's some damn fine advice. I certainly can't provide the sage wisdom of many on here, but I would definitely echo the last couple of paragraphs. Research the stocks and invest in solid companies with a proven history (Boeing, GE, and Proctor and Gamble aren't likely to fade into oblivion).

I posted yesterday that DE is one of the backbones of my portfolio. I've ridden that stock for 25 years now and been through ups, downs, two stock splits, dividend increases, and pullbacks. A $10,000 investment in 1988 in DE, with no additional investment, is worth a non OT-baller lot of money today.
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