Here are the top 20 stocks in my Dividend Portfolio as of 2/26/10 ranked by size of holdings. I know some if these stocks no longer pay dividends but I have keep them for gains as the economy recovers. I will look to sell my stocks that are no longer paying dividends throughout 2010.
1. Kinder Morgan Energy (KMP) USA
2. DCP Midstream Partners (DPM) USA
3. Barclays PLC (BCS) UK
4. Penn West Energy Trust (PWE) Canada
5. HRPT Properties Trust (HRP) USA
6. Johnson & Johnson (JNJ) USA
7. Procter & Gamble (PG) USA
8. General Electric Company (GE) USA
9. American Capital (ACAS) USA
10. ONEOK, Inc. (OKE) USA
11. Aircastle Limited (AYR) USA
12. Banco Santander (STD) Spain
13. Cooper Tire & Rubber (CTB) USA
14. Diana Shipping Inc. (DSX) Greece
15. GlaxoSmithKline (GSK) UK
16. Exxon Mobil Corporation (XOM) USA
17. Deutsche Bank (DB) Germany
18. Pepsi (PEP) USA
19. Duke Energy Corporation (DUK) USA
20. Pfizer (PFE) USA
Here are the top 20 holdings of the Tweedy, Browne Worldwide High Dividend Yield Value Fund as of the end of 1/31/10:
1. Novartis AG (NVS) Switzerland
2. Unilever NV (UN) Netherlands
3. Total SA (TOT) France
4. Pearson PLC (PSO) UK
5. Muenchener Rueckver Germany
6. Glaxosmithkline PLC (GSK) UK
7. Emerson Electric Co (EMR) USA
8. BAE Systems PLC (BAESY) UK
9. Embotelladoras Arca Mexico
10. Diageo PLC (DEO) UK
11. CNP Assurances France
12. Exelon (EXC) USA
13. Philip Morris Intl (PM) USA
14. Genuine Parts Co (GPC) USA
15. Vodafone Group PLC (VOD) UK
16. Johnson & Johnson (JNJ) USA
17. Reynolds American (RAI) USA
18. Coca Cola (KO) USA
19. ConocoPhillips (COP) USA
20. Eni Spa (E) Italy
Top 20 Stock Holdings
Posted by Div Guy | Wednesday, March 03, 2010 | dividend stock, international, investing, stock holdings, value investing | 4 comments »
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Is your portfolio outperforming the Tweedy Browne Fund ??? Is that your benchmark ??? Thx
What is your goal of total number of companies to hold in your dividend portfolio?
Hi, my name is Ron Lieber, and I write for The New York Times. I was hoping to talk to you about a story that I'm working on. Could you please send me a note to lieber at nytimes dot com?
Many thanks... Ron
Think,
The MSCI World Index would be a good benchmark. I was using Cake Financial to track my portfolio but the site has gone down. I do track each stock but I need to find a site that will make it easy to track the portfolio.
Ed,
I want to keep around 25 to 30 stocks in my portfolio.
The Div Guy