Dividend Geek Portfolio

Balancing my Portfolio Sector Weighting

March 29, 20160 Comments

This past winter the collapse of oil prices and the reduced forecasts in global growth (mainly China) have brought about some deep bargains in the Energy and Industrial sectors. During the sell off I purchased a little too much of a good thing. In doing so my portfolio became overweight in these sectors and too […]

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New Tools and Cisco Systems

February 14, 20161 Comment

New Tools I have recently added two new tools that I use to help identify buying opportunities. The first is my Watchlist and the second is a 10×10 scoring chart developed by David Van Knapp. They are both listed on the main menu. Once you go to the page scroll down to the bottom to […]

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7 New Dividend Growth Stocks

January 13, 20151 Comment

 I just completed my annual search for high quality companies that qualify for the Dividend Geek Best Dividend Growth Stocks List. I was able to find seven new stocks that met our rigorous selection criteria: 10 or more years of consecutive dividend increases (in some cases we will consider exceptional companies that have achieved 7+ […]

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Buying ConocoPhillips (COP)

December 1, 20140 Comments

I’m adding 30 shares of ConocoPhillips (COP) on Monday (Dec 1) to the Dividend Geek (Roth IRA) portfolio. Although the portfolio is already overweight in the Energy sector the recent drop in the price of crude oil has created a buying opportunity in Energy companies. On Thursday Nov 27 Saudi Arabia’s oil minister told fellow […]

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2013 Results – Dividend Geek Portfolio

January 6, 20140 Comments

Happy New Year! It’s that time of year to review how well we have done towards achieving our goals and following our strategy. Notice that I didn’t say how much the market went up or if we beat the market (S&P 500 index). As a dividend growth investor I am focused on my ultimate objective […]

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Dividend Growth Pay Raises – Feb 2013

February 25, 20131 Comment

I am pleased to announce that during February six companies on the Dividend Geek top 50 dividend growth stocks list raised their dividends! In fact, all but one company raised their dividends by double digit percentages. If you own any of these stocks you just got a very nice pay raise! I don’t know about […]

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Added McDonald’s to Dividend Geek Portfolio

August 8, 20120 Comments

“Where did you go for lunch?” This was the question I asked a co-worker years ago who happened to be of Middle-Eastern descent. “I went to Grandpa’s house” was his reply. As he turned in his desk chair I could then see a McDonald’s bag and a Big Mac. “Grandpa’s house?” I said in a […]

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