The structure of my portfolio is:

Anchors – the three companies (one per quarter) that anchor the portfolio.  The target weighting is 6% for each.

Core –  these holdings are the meat and potatoes of the portfolio.  These ten companies have a target of 3% each.  The Core when combined with the Anchors result in weekly dividend payments.

Satellites – are thirteen companies with a target weighting of 1.5% each.  With few exceptions, throughout each quarter a weekly payment is received.

Penalty Box – companies that have earned questions regarding earnings, dilution, etc.  Although I haven’t sold (yet) , I am no longer adding to – and may reduce – my positions until trust has been re-established.

All companies are acquired as market conditions warrant generally as long as they’re under or equal weight their target.  I also annually review the portfolio to determine if structural changes are required, in particular with holdings on the cusp of being promoted to Satellite.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.