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Last Post: 10/2/2019 10:01:49 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%)

____________________________________________________________





 










 
PostSubject
#62   >>> Johnson & Johnson Agrees to Settle Ohio gfp927z 10/02/19 10:01:49 AM
#61   PRECISION PUSHBACK: HOW CSX IS CHANGING THE RULES gfp927z 09/17/19 01:08:06 PM
#60   $NIO Electric vehicles will grow from 3 million SpotOnTrade 09/14/19 07:50:53 PM
#59   >>> AT&T Hits Highest Level Since 2018 After gfp927z 09/09/19 10:49:26 AM
#58   J+J - >>> Why The Opioid Verdict Is gfp927z 08/28/19 08:16:51 AM
#57   >>> Johnson & Johnson to pay $572M in gfp927z 08/26/19 07:35:46 PM
#56   >>> Johnson & Johnson faces multibillion opioids lawsuit gfp927z 08/26/19 08:50:14 AM
#55   >>> GE Rout Ambushes Hedge Funds After Second-Quarter gfp927z 08/16/19 08:27:57 AM
#54   >>> Warren Buffett sends a silent warning to investors gfp927z 08/07/19 03:55:28 PM
#53   >>> GE Climbs as Improved 2019 Forecast Buoys gfp927z 07/31/19 09:16:17 AM
#52   >>> J&J Denials of Asbestos in Baby Powder gfp927z 07/12/19 04:40:36 PM
#51   SpotOn, NIO would have been a great gfp927z 06/13/19 12:02:11 PM
#50   GE - >>> CFM wins blockbuster jet engine gfp927z 06/12/19 06:19:43 PM
#49   GE - >>> Was Jack Welch Really That Good? gfp927z 06/12/19 06:03:40 PM
#48   >>> GE’s Larry Culp Faces Ultimate CEO Test gfp927z 06/12/19 11:29:30 AM
#47   >>> Teva and J&J Stocks Were Hit by gfp927z 06/12/19 04:27:03 AM
#46   $NIO on Squawk Box https://www.cnbc.com/video/2019/03/05/this-chinese-car-compan SpotOnTrade 06/11/19 06:33:51 PM
#45   Slap, Now it's looking interesting for a gfp927z 05/30/19 01:27:36 PM
#44   Slap, >> NIO << gfp927z 05/28/19 01:09:16 PM
#43   J+J - >>> First Opioid Trial Takes Aim gfp927z 05/28/19 10:32:57 AM
#42   Wrong! Thats why its $NIO is flying today. SpotOnTrade 05/28/19 08:43:34 AM
#41   Slap, NIO is still a falling knife, gfp927z 05/24/19 04:18:42 PM
#40   $NIO Chinese electric cars prepare US blitz in SpotOnTrade 05/24/19 01:52:44 PM
#39   >>> SunCoke Energy, Inc. (SXC) operates as an gfp927z 05/24/19 11:25:01 AM
#38   >>> Energy Transfer LP (ET) provides energy-related services gfp927z 05/24/19 11:22:13 AM
#37   >>> Emerson Electric Co. (EMR), a technology and gfp927z 05/24/19 11:17:28 AM
#36   >>> Lowe's stock plunges after mixed first quarter gfp927z 05/22/19 09:01:16 PM
#35   >>> GE profit rises, cash outflow slows, shares gfp927z 04/30/19 10:00:14 AM
#34   >>> Risky Company Debt Is Getting Riskier gfp927z 04/04/19 10:58:54 AM
#33   >>> GE Deal With Danaher Shows Culp Is gfp927z 02/25/19 12:30:36 PM
#32   >>> Buffett's Stock Losses and Key Takeaways From gfp927z 02/24/19 02:01:46 PM
#31   >>> AT&T wants to be big in entertainment, gfp927z 01/29/19 05:29:44 PM
#30   >>> Just How Ugly Is GE's Balance Sheet? gfp927z 01/25/19 01:19:19 PM
#29   >>> Leveraged Loan Investors Worry Good Times Will gfp927z 01/04/19 11:03:11 AM
#28   >>> Warren Buffett used to avoid tech stocks. gfp927z 12/29/18 02:52:45 PM
#27   >>> General Electric Shares Surge After Rare JPMorgan Upgrade gfp927z 12/13/18 09:52:36 AM
#26   >>> Neiman Marcus: Sales Growth Continues, but at gfp927z 11/26/18 10:56:48 AM
#25   >>> GE raises $1.5 billion as pressure mounts gfp927z 11/18/18 09:39:48 AM
#24   >>> The dismantling of GE continues: It is gfp927z 11/08/18 08:59:22 AM
#23   >>> GE slashes 119-year old dividend to a penny gfp927z 10/30/18 08:11:46 AM
#22   >>> Medicare Part B premiums devouring many retirees' gfp927z 06/30/18 08:57:11 AM
#21   >>> What you don't know about Medicare can gfp927z 06/30/18 08:44:28 AM
#20   Teva, Apple - >>> Warren Buffett's Berkshire Hathaway gfp927z 05/21/18 10:33:44 PM
#19   Apple - >>> Warren Buffett’s Berkshire Hathaway bought gfp927z 05/21/18 10:32:28 PM
#18   >>> 10 companies set to dominate the next decade gfp927z 05/05/18 06:14:43 PM
#17   >>> 10 Safe Dividend Stocks for the Second gfp927z 04/09/18 09:43:24 PM
#16   >>> Avoid these mistakes with inherited IRAs gfp927z 01/24/18 11:04:06 AM
#15   Sub .01 Silicon Valley Biotech ******** Arrayit PennyStock Alert 11/26/17 08:32:39 PM
#14   Dont forget FNHI! Soon to be a big one! InvestGrowthCompanies 11/21/17 01:24:05 PM
#13   GE - >>> There’s still some good at gfp927z 11/14/17 02:41:29 PM
PostSubject