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Last Post: 4/30/2019 10:00:14 AM - Followers: 1 - Board type: Free - Posts Today: 0

A board to discuss Portfolio Ideas -



Basic Materials -
*******************************
Suncoke Energy (SXC) - Producer of coke for steel industry (621 mil, 24) --- 0% ------------- (2.1)


Consumer  -
*******************
Pepsico (PEP) - Food and beverage (163 Bil, 13) --------------------------------- 3.2% ------------ (4.7)
Proctor & Gamble (PG) - Personal care products (248 Bil, 24) ---------------- 2.9% ------------ (8.3)


Consumer - Tobacco -
**************************************
Phillip Morris (PM) - Tobacco products (135 Bil, 17) ------------------------------ 5.2% ----------- (16.3)


Energy -
**************
Cenovus Energy (CVE) - Oil + gas (11 Bil, NA) (Canada) ------------------------ 1.7% ------------ (4.2)
Conoco Phillips (COP) - Oil + gas (78 Bil, 13) --------------------------------------- 1.8% ------------ (7.7)
Energy Transfer Partners LP
(ET) - Oil + gas pipelines (39 Bil, 13) ----------- 8.3% ------------ (4.8)
Phillips 66 (PSX) - Oil + gas refining, marketing (44 Bil, 8) ------------------------ 3.3% ------------ (5.6)


Financial -
*****************
Citigroup (C) - Banking, financial svcs (148 Bil, 9) ----------------------------------- 2.8% ------------ (4.7)
HSBC (HSBC) - Banking, financial svcs (161 Bil, 13) (UK) ------------------------- 5.0% ------------ (8.8)


Healthcare -
*********************
Johnson & Johnson (JNJ) - Consumer, pharma, medical devices (370 Bil, 25)  2.6% --------- (27.6)
Pfizer (PFE) - Biopharma (249 Bil, 23) ------------------------------------------------------ 3.3% ----- (4.2), (22.3)


Industrial -
******************
Emerson Electric (EMR) -  Diverse industrial (42 Bil, 19) -------------------------- 2.9% ------------ (7.7)
General Electric (GE) - Diverse industrial (86 Bil, NA) ------------------------------ 0.04% ----- (3.9), (2.4


Real Estate -
***********************
Duke Realty (DRE) - Industrial and medical office REIT (11 Bil, 28) ------------- 2.9% ----------- (11.3
Home Depot (HD) - Home improvement retailer (208 Bil, 19) --------------------- 3.0% ----------- (31.1)
Kimco Realty (KIM) - Retail REIT (7 Bil,17) -------------------------------------------- 6.4% ----------- (10.0)


Technology -
**********************
IBM (IBM) - Diverse technology and svcs (123 Bil, 15) ------------------------------ 4.5% ------------ (15.1)


Telecom -
******************
ATT (T) - Communications, digital entertainment svcs (218 Bil, 11) --------------- 6.8% ------------ (20.1)
Verizon (VZ) - Communic, info, entertainment products + svcs (230 Bil, 15) --- 4.2% ------------ (16.0)


Transportation -
****************************
CSX Corp (CSX) - Rail based freight transportation svcs (59 Bil, 19) ------------- 1.3% ----------- (18.5)


Utilities - Electric -
********************************
Duke Energy (DUK) - Electric and gas utilities (65 Bil, 24) --------------------------- 4.1% ----------- (13.3)


Utilities - Water -
*****************************
Aqua America (WTR) - Water and wastewater svcs (6 Bil, 33) ---------------------- 2.4% ---- (12.3) , (13.9)



_____________________________________________________________


Vanguard Wellesley Income Fund (VWIAX) - 
***************************************************************************

         62% Bonds, 38% Stocks

        
 Admiral Shares - $50,000 min (Exp - 0.16%) --------------------  3.42%
         Regular Shares - $3,000 min (Exp - 0.23%) ---------------------- 3.35%
         Avg bond duration - 9.5 years
         
         Holdings (as of 6-18) -
         
         US Bonds (48.0%)
         US Stocks (30.8%)
         Intl Bonds (12.8%)
         Intl Stocks (5.6%)        
         Cash, Other (1.8%)

____________________________________________________________





 










 
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#8   Cenovus - >>> ConocoPhillips shares rally on sale gfp927z 11/11/17 10:13:41 AM
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#6   >>> Duke Energy Corporation (Duke Energy) is an gfp927z 11/10/17 08:27:27 PM
#5   >>> CSX Corporation is a transportation company. The gfp927z 11/10/17 08:25:54 PM
#4   >>> ConocoPhillips is an independent exploration and production gfp927z 11/10/17 08:24:02 PM
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#1   >>> Aqua America, Inc. is a holding company. gfp927z 11/10/17 08:17:02 PM
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