32 positions, full position size is just a bit over 3% at the current portfolio value. A few other comments here:
- 3/32 pay 5% or more
- 8/32 pay 4% or more in yield
- 2/32 pay 3% or more
- 12/32 pay 2% or more
- 7/32 pay 0.8% or more
- Total current yield of the portfolio is 2.92%
- I've identified 14/32 holdings as "core," and would like to hold these forever, even when overvalued (though I may trim these occasionally)
- Will add to three core positions due to undervaluation...T, EMR, DOV
- Apple is largest holding, at nearly a 2x size position, but won't sell until it becomes overvalued
- I'm going to invest the $12k in cash asap, and try to beat the S&P 500 this year.
- BBL and TUP have been my biggest losers....holding both for now.
- HAL has given back a 100% gain and sits close to my original purchase price...ouch
Finished the year at 12.48% total return, vs. S&P 500 return of around 13.7%. Not bad, but not good enough.
Best,
Chump
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