I've been building both groups over the past few months. As of September 7, 2012, here is my group of core holdings. My positions in many of these is lower than I'd like, but several are over-valued in my opinion, so I'm waiting for a more favorable price to add to these positions.
My "Core" holdings are listed here (for 9-7-12):
I'll add a few more names to this list in the coming weeks, perhaps with a "0%" position, just to show that I intend to add these. My next post will show the second group of stocks - non core, added based on favorable valuation, but still with an eye toward yield and the rules stated in the first post. However, the non-core group will have some higher betas, possible lower yields, but will all be very undervalued at time of purchase.