Friday, January 20, 2017

Recent Buy: 1 Motif

On January 20, 2017, I bought 1 motif (29 stocks+ 1 etf) for a total of $2,861.50. This is my set it and forget portfolio. Meaning I can basically review it once or twice a year and not be concerned of whether it is about to go out of business. Note that many of the stocks like KO, PEP, WMT, are not on this list because they are on loyal3 and free to trade.

I will type up how I plan to handle a 3 brokerage portfolio this weekend. Until then Happy Friday. 

According to Motif my total portfolio is in the lowest volatility range, pays 3.1% dividend, and has a PE of 21x which is great considering these are the tried and true stocks. 

Forward income increased to $2123.06. 

NameSymbolSegmentWeightShares Owned
Procter & Gamble Company (The)PGConsumer Goods3.42%1.12
Philip Morris International Inc.PMConsumer Goods3.36%1.01
Church & Dwight Co. Inc.CHDConsumer Goods3.36%2.11
Clorox Company (The)CLXConsumer Goods3.35%0.79
Colgate-Palmolive CompanyCLConsumer Goods3.34%1.41
Altria Group Inc.MOConsumer Goods3.34%1.36
Kimberly-Clark CorporationKMBConsumer Goods3.33%0.82
General Mills Inc.GISConsumer Goods3.33%1.53
McCormick & Company IncorporatedMKCConsumer Goods3.33%1.02
Hormel Foods CorporationHRLConsumer Goods3.33%2.62
Archer-Daniels-Midland CompanyADMConsumer Goods3.32%2.13
J.M. Smucker Company (The)SJMConsumer Goods3.32%0.71
Diageo plcDEOConsumer Goods3.31%0.88
LTC Properties Inc.LTCFinancial3.37%2.03
Ventas Inc.VTRFinancial3.37%1.55
Realty Income CorporationOFinancial3.35%1.6
Stag Industrial Inc.STAGFinancial3.35%3.96
AFLAC IncorporatedAFLFinancial3.33%1.36
PowerShares S&P 500 High Dividend PortfolioSPHDFinancial3.33%2.4
D/B/A Chubb LimitedCBFinancial3.31%0.72
Illinois Tool Works Inc.ITWIndustrial Goods3.34%0.77
Emerson Electric CompanyEMRIndustrial Goods3.33%1.62
3M CompanyMMMIndustrial Goods3.32%0.53
Southern Company (The)SOUtilities3.32%1.93
NextEra Energy Inc.NEEUtilities3.30%0.79
Aqua America Inc.WTRUtilities3.29%3.17
Johnson & JohnsonJNJHealthcare3.34%0.83
Amgen Inc.AMGNHealthcare3.30%0.61
Air Products and Chemicals Inc.APDBasic Materials3.33%0.65
Cardinal Health Inc.CAHServices3.30%1.25

6 comments:

  1. That's a nice looking Motif. Many names that I currently hold and some that are on my watch list that I wouldn't mind picking up like HRL and LTC. I like the idea of a 'set it and forget portfolio.' It just means you created something that lets you sleep well at night. Thanks for sharing.

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    1. hi keith,

      I got this motif idea from a seminary I recently went to hosted by fidelity. I should write more about this set it and forget it style of investing. thanks for visiting

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  2. Excellent looking Motif, it resembles over 90% of what I have on my portfolio. Have you considered maybe using Robinhood as there are no trading fees?

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    1. hi div guy, yea I checked out robinhood recently. It's a great website but my biggest qualm is the whole share thing. Plus it's a relatively new platform and I once used a free one like that before called xpresstrade back in the days. No trade cost and no fees...then it had to be sold to another company because it made no money. I would like to use robinhood but I'll do so in a few years. Just from my past experience

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  3. Nice Motif! We have quite a few common companies in our family's dividend stocks portfolio. Some solid companies with long proven record of paying and growing dividends.

    Best wishes and success! AFFJ

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