Portfolio

Stock-Market-A-Lucrative-Investment-Solution

 

Every Month we will try to have this updated, if not, more frequently!  Feel free to navigate throughout both tabs to see both Lanny & Bert’s portfolio.  Curious about how much in Dividend Income is being received?  Come here afterwards to checkout the Dividend Income page.   Curious about which stocks we purchased recently?  We included links to some of our recent purchases below the portfolio table!

 

Five Recent Purchases

As mentioned above, here are links to the articles describing detailing several of the  most recent purchases made by the Diplomats!

11/11/14 – Mattel and IBM (Part 2)

Aflac and IBM (Part 1) 

Kraft, AT&T, McDonalds, and GlaxoSmithKline (Part 2)

GlaxoSmithKline (Part 1)

75 thoughts on “Portfolio

  1. Pingback: Dividend Stock Screener | Dividend Diplomats

    • Much appreciated – I will swing over and take a look at your portfolio as well. I am now “hungry” to place additional capital in my current investments, to keep in line with the % of my portfolio/re-balancing act, as long as they are at the appropriate value that I am looking for. Every year this portfolio looks drastically different, different in a good way. Thanks again for reviewing!

      -Lanny

  2. Pingback: Lanny’s May Investment Report | Dividend Diplomats

  3. Pingback: 7 Easy Ways to Save $773,000 | Dividend Diplomats

  4. Lanny, I also own LMT and have been surprised by the meteoric rise. I have to figure out what to do with outliers like that, as they ultimately leave me more concentrated in those positions than I’d like to be. But still, I hate to sell and pay taxes now.

    • I agree – LMT has taken quite the run up over the last few years.. it’s quite shocking, especially with government contracts being a huge part of LMT. However, look at the dividend growth they have had the last 3 years: 33% dividend growth in 2011, 15% dividend growth in 2012 and 15.6% dividend growth in 2013. Those are the reasons I continue to hold onto this stock as they continue to increase and pay a nice dividend! Until they stop/cut – then I will have them in my portfolio for time to come! Thanks for stopping by!

  5. Pingback: Crossing the $100K Mark | Dividend Diplomats

  6. Just came across your blog through Dividend Mantra’s post. Nice portfolio! Congrats on reaching the $100K mark. Although our family portfolio is only around $30K, we are already feeling the compounding effect work. I can only imagine the compounding effect at $100K. 🙂

    Keep it up…Best Wishes! AFFJ

    • AFFJ,

      Thank you for stopping by! DM is the man and a true leader in our industry here haha. Thank you for the congrats – $30K is a big mark as well, you’ll be seeing the 6 digits soon enough, keep focused on the yield though! You’ll be there, don’t you worry.

      Thanks again and have a great weekend, keep compounding!

  7. Pingback: Lanny’s June Investment Report | Dividend Diplomats

  8. Pingback: Lanny’s July Investment Report | Dividend Diplomats

    • DivHut,

      Lanny here — thought I would share my perspective – I have a lot of positions for my size at the moment. If a great opportunity on my watch list happens – I’ll buy a new stock. However – I am placing a bigger emphasis on increasing my positions when possible (MCD, PFE, PG, TGT, etc) simply because some of my purchases were back/earlier on when I didn’t have much cash to invest. Therefore, would love to start building my positions heavier and also – it allows me to not add any other earning reports/10Qs/10Ks to my list.. haha How about you?

      -Lanny

  9. Well this month was the first time I added any new stocks to my portfolio in about 6 years. I have built my current portfolio slowly and have kept adding to my existing positions over the years. Then I started learning more about the large Canadian banks and “fell in love” with the big 5, TD, RY, BNS, BMO and CM. I questioned whether I should initiate new positions (since everything seems expensive) or simply add to my existing positions. I chose the former and bought TD, BNS and RY this month. Over the years my portfolio has grown to include MDLZ, ABBV and ALLE as a result of stock spin offs. They all pay dividends so I just kept them. Sometimes without doing anything your portfolio can grow.

    • The canadian banks are awesome – I own CM and it has performed well with MANY dividend increases. I agree – your portfolio can grow regardless. My first ever mutual fund has doubled in size well after I stopped contributing to it – no complaints there! Thanks again DivHut, I am always on the watch to add to my current positions, just need to make sure its the right fit.

      -Lanny

    • DivHut,

      Thanks for sharing you story with us. Your investing strategy mirrors the very first lesson I learned from blogging: Sometimes it is better to re-invest in the companies you own instead of purchasing new companies. It is great that you were in such a position and had a portfolio diversified enough where you didn’t have any holes to fill. I am getting there, but there are still some industries I would like to add either a new position in the industry or a second company in the company to diversify (More financial, tobacco, tech and so on). Similar to you, Iove the Canadian Banks. Do you own all five banks or only a few?

      I love the concept of spin-offs and cannot wait until my first stock has a spin-off. You get stock in another company that has great value and can potentialy be a gsecond great dividend stock. Congrats on your three! I wonder if PG is brewing any spin-offs at the moment? I feel like I have heard rumblings of such a move.

      Congrats on adding a new position. I am sure you picked a strong DGI stock! keep up the great work and continue on towards financial freedom!

      Bert

  10. Pingback: Latest Stock Purchase 8/20/14 & 8/08/14 – Toys & Alcohol? | Dividend Diplomats

  11. Pingback: “Stay Hungry, Stay Foolish” – Emotional Memoir | Dividend Diplomats

    • Pollie,

      Thanks! I’ll stop by and see how yours is going. I know you recently bought Aflac and have performed a few more analyses – always a nice pick up and I did the same, as well as Bert. Loving the pursuit of financial freedom Pollie, thanks again for checking it out this weekend!

      -Lanny

  12. Pingback: Lanny’s August Investment Report | Dividend Diplomats

  13. Pingback: Dividend Stock Screener - Dividend Diplomats

  14. Pingback: Latest Stock Purchase 8/20/14 & 8/08/14 - Toys & Alcohol? - Dividend Diplomats

  15. Hello guys, looks like both of you portfolios are coming along nicely! You both have some good diverse choices.I am looking to add some of the positions you have into my portfolio soon. I look forward to seeing your future purchases. Good luck!

    • Thanks FF! We appreciate it and we aren’t stopping! Good luck to boosting your portfolio, it’s great that you know which companies you want and you have a plan to add them to your own. Definitely stay hungry! Thanks FF, talk soon.

      -Lanny

  16. Pingback: Expected Dividend Increases in November

  17. Pingback: International Business Machines (IBM) Stock Analysis

  18. Pingback: Share Buyback Programs is Big News for Dividend Investors

  19. Hey guys, I have been seeing a lot of good things regarding Ford (F) recently, including there potential 2015 divi increase. This would be a fourth year of increases since the company weathered its storm and began its resurgence. Just curious on your thoughts regarding it as a dividend growth stock? I realize that it is a cyclical type of stock, but the company seems to be making some pretty sound financial decisions recently, and might be a worthwhile consideration. Thanks for your time.

    MGM

  20. Pingback: Canadian Bank Stocks - Three Stock Analysis

  21. Pingback: The Impact of the Dividend Growth Rate

  22. Pingback: 12/31 Stock Purchase - SLB - Dividend Diplomats

  23. Pingback: Lanny's January Dividend Income Summary

  24. Nice Portfolio there, I like that you got it close to 4% yield while maintaining a good spread. I am looking to adding some higher yielding companies, thinking about GE, GSK, HCP. Not such a big fan of oil and tabacco which makes it a bit harder 🙂
    Good luck!
    Regards,
    RN

  25. Pingback: Itching for a Buy...Anxiety of a Dividend Growth Investor

  26. Pingback: Lanny's March Dividend Income

  27. Hi Dividend Diplomats!

    I thought I’d stop by and say hello since I’m new to your site, I just stumbled upon it today. I found you guys through Dividend Mantra (who doesn’t find other dividend blogs through Jason, haha).

    You both have awesome portfolios over here, especially for individuals in their 20s! I see a lot of great companies that I myself would love to have positions in someday.

    Keep up the great work guys, I’ll definitely be checking by the blog regularly to keep up with your progress!

    Cheers my fellow dividend diplomats 😀

  28. Pingback: Lanny's April Dividend Income

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  30. Pingback: Lanny's May Dividend Income

  31. Hello guys,

    I’ve been a long-time follower of your blog. I wanted to know if you were using some kind of software or web application to manage your portfolio, watch stocks, etc. I am currently using a good old Google Spreadsheet, but it’s far from optimal, for example to know about a dividend cut for example. Therefore I’d love to know what you are using for your own portfolio. Thanks!

    Cheers,
    Marco

    • Marco,

      You’re the man and appreciate the following, for sure. What do I use (this is Lanny) – I use microsoft excel my man! Built a spreadsheet when I was in College and have been using it ever since. Moreso, it tracks my portfolio, my net worth, my goals; amongst other things – between each tab. Therefore – I do not have any other tidbits or suggestions – thought I had a few friends use SigFig, you ever heard of it?

      -Lanny

      • Thanks for the answer! The problems with most of the tools I found so far (like SigFig) is that they are reserved for US stocks & investors. I am based in Europe and whereas I mostly invest on US stock exchanges, I also have a large part of my portfolio into the European stock exchanges & in Asia.

        I also found https://simplywall.st/ today and it’s really cool, but also limited to some stock markets. I am asking because I am a software developer as well – do you think you and your audience would be interested in a online software dedicated to dividend growth investors?

  32. Pingback: Lanny's Recent Purchase - KMI

  33. you are certainly diversified, which is your goal. Why bother with all of this? Why not just own the S&P 500 or a Value index fund. You seem smart enough to b able to figure out how you are doing relative to that

  34. Pingback: The Reminder of being a Dividend Growth Investor from KMI's News - Dividend Diplomats

  35. I have a small spanish dividend growth investment portfolio. I am looking to diversy with international stocks. Which 3 – 5 stocks should you recommend for a long term dividend investment strategy?
    Thanks in advance

  36. Pingback: Lanny's March Dividend Income Summary - Dividend Diplomats

  37. Pingback: Acorns Review - Pros and Cons - Dividend Diplomats

  38. Pingback: Dividend Diplomats Recent Buy - CZNC - Dividend Diplomats

  39. Pingback: Lanny's May Dividend Income Summary - Dividend Diplomats

  40. Hey guys,

    Wow nice portfolios and we have a lot of similar companies! There are still some companies that I hope to get positioned into such as DEO, TROW, TGT (very undervalued right now), NSC, etc.. I hope to grow my portfolio as big as both of you guys in the future!

    I was also wondering if you could add me to your blog roll? I’m going around asking everyone that I’ve added to my blog roll to add my site to theirs. I would appreciate it if you could!

    I’ve also developed a small windows application that helps me keep track of the cost basis and dividends paid. I use it as a tool for myself but I thought maybe it could help others.

    If anyone else that reads this would like to give it a try, I would much appreciate it!

    The way the application works is that it connects through Yahoo Finance and retrieves all live data and calculates them accordingly and presents it to you in one view! It can also generate a spread sheet in excel as well. I hope that you could check it out sometime, it is 100% free to download! It can be found @ https://dividendliberty.com/dividend-application-windows-7810/

    Thanks again and keep up the good work!

  41. Pingback: Lanny's April Dividend Income Summary - Dividend Diplomats

  42. Pingback: Recent Buy (Again) - Target Corporation - TGT - Dividend Diplomats

  43. Pingback: Lanny's Recent Purchase - Citizens & Northern (CZNC)... Again. - Dividend Diplomats

  44. Pingback: Lanny's Recent Purchase - Target (TGT) and T. Rowe Price (TROW) - Dividend Diplomats

  45. New to dividend investing…would you recommend a spreadsheet to use to keep track of purchases, yields, value, etc, that updates automatically. thank you

    • Rx Guy –

      Feel free to e-mail us, and we can give you a boiler template. However, I am not sure of a sureway that updates automatically, I just copy and paste tickers daily if need be; done in a few clicks, but none automated. I know of a plug-in, but had issues in the past so stopped using.

      -Lanny

  46. Pingback: Bert's October Stock Watch List - Dividend Diplomats

  47. Hi guys!
    So I’m a college student (chemistry major, in case the name wasn’t obvious enough) and about a month ago I found your blog. I really enjoy it. I just was wondering how to approach dividend investing as a college student, because thanks to my parents and grandpa planning ahead I don’t have much tuition to pay off.
    My dad was a dumb luck trader of blue chips when he was my age and he definitely beat the odds, making about 30 grand in two years in the mid 80s. Ever since then he’s sworn by mutual funds.
    I’ve always been a bit more of a do it yourself kind of person and I’d like to learn to invest like you guys do.
    In summary I’m asking what would someone with limited capital and income do to begin building a dividend portfolio?

  48. Pingback: Recent Buy - Realty Income (O) - Dividend Diplomats

  49. Pingback: Unexpected Positives as a Dividend Investor - Dividend Diplomats

  50. Pingback: Lanny's October Dividend Income Summary - Dividend Diplomats

  51. I am really impressed since I started reading your blog. I wish I was that smart when I was 20 something. I didn’t get started until 37 but it is truly exciting to me. Nice job.

  52. Pingback: Portfolio Update - Introducing Our Family Portfolio - Dividend Diplomats

  53. Hey guys,

    I see a mix of index funds and individual stocks. Lately I’ve been moving towards a index only portfolio with focus on total market funds. What are your thoughts on the mixed approach?

    Also very interesting to learn your both CPA’s. I’m considering a career switch in the future to pursuing a CPA designation. I may have to pick your brains one day!

    Excellent blog,
    Colby

  54. Pingback: Lanny's Recent Stock Purchase - Procter & Gamble (PG) - Dividend Diplomats

  55. Hi Lanny,

    Nice Portfolio! I like your picks & percentage allocated. Thanks to you & Bert, Your Blog is inspiring!

    I see you’ve maintained REIT stocks in IRA. Is it because it allows you to defer taxes on non-qualified dividends ?

    Thank you,
    Sagar

  56. Pingback: Lanny's Recent Stock Purchase - Citizens & Northern (CZNC) - Dividend Diplomats

  57. Good evening
    just came across your blog through a comment in chat. Awesome work 100k each. im 33 now and just starting really going on dividends. i wish i did it earlier glad to see u guys doing it. your gonna kill it in no time

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