Comments on: Portfolio Swap – 03/06/2015 http://dividenddeveloper.com/2015/03/06/portfolio-swap-03-06-2015/ A Young Man's Journey to FIRE Sat, 14 Mar 2015 20:32:15 +0000 hourly 1 http://wordpress.org/?v=4.1.1 By: DividendDeveloper http://dividenddeveloper.com/2015/03/06/portfolio-swap-03-06-2015/#comment-3289 Sun, 08 Mar 2015 17:42:09 +0000 http://dividenddeveloper.com/?p=799#comment-3289 Amen to that. It’ll probably be messy for a few more months, but at least the dividends should keep rolling in and buying more shares.

]]> By: CharlesMakesCents http://dividenddeveloper.com/2015/03/06/portfolio-swap-03-06-2015/#comment-3288 Sun, 08 Mar 2015 17:40:02 +0000 http://dividenddeveloper.com/?p=799#comment-3288 Hi, DividendDeveloper–

I’m with you on going long XOM. I’m guessing we’ll be in for quite a bit of volatility in the future (including some buying opportunities), but I don’t see myself selling any time soon.

Keep on saving,
Charles

]]> By: DividendDeveloper http://dividenddeveloper.com/2015/03/06/portfolio-swap-03-06-2015/#comment-3278 Sat, 07 Mar 2015 16:17:40 +0000 http://dividenddeveloper.com/?p=799#comment-3278 Yeah, that’s the way I figured it. I don’t like a dividend “decrease”, but the combined DGR of my new investments is over triple that of NUE. Any discrepancy should work itself out in the intermediate term.

]]> By: DividendDeveloper http://dividenddeveloper.com/2015/03/06/portfolio-swap-03-06-2015/#comment-3277 Sat, 07 Mar 2015 16:15:27 +0000 http://dividenddeveloper.com/?p=799#comment-3277 Yeah, I had my eye on GWW for a long time. I was happy to see the dip, so I could take advantage of it. I am indeed in CL for the long haul, and I know it’s overvalued. I just got sick of waiting for 3+ years for a drop that maybe isn’t coming. And I’ve seen that even buying an “overvalued” stock can still be really profitable, in HSY and CLX. I figure just add on dips in the coming years, and any issues with overvaluation will correct over time.

]]> By: American Dividend Dream http://dividenddeveloper.com/2015/03/06/portfolio-swap-03-06-2015/#comment-3276 Sat, 07 Mar 2015 15:10:26 +0000 http://dividenddeveloper.com/?p=799#comment-3276 Sometimes you gotta cut the bad one’s loose in order to propel the portfolio to new heights. It looks like you only lost $15 in annual income so that’s not too bad. With the dividend growth from the new investments, the compounding of those payouts should over take the $15 loss in no time.

Plus, you have diversified a bit more by spreading out the proceeds of the sale into 3 different companies.

Great work

]]> By: Youngdiv http://dividenddeveloper.com/2015/03/06/portfolio-swap-03-06-2015/#comment-3272 Sat, 07 Mar 2015 03:25:33 +0000 http://dividenddeveloper.com/?p=799#comment-3272 I agree with the sell. There was no growth really. I like the GWW pick. It appears attractively valued. CL looks a bit expensive for me. I think the valuations in the 2000 period were excessively expensive. If you’re in CL for the long term I don’t think it will matter if you bought now instead of waiting for a drop. CL does have international exposure and the foreign exchange is not looking too good for the dollar.

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