Wednesday, November 05, 2014

Portfolio - "Update'

I now own two new stocks which were spinoffs from my holdings of ADP and KMB. CDK Global (CDK) is a spinoff of ADP's auto dealer services/technology. Halyard Health is a spinoff of KMB's healthcare division. I plan to hold these stocks forever.

My portfolio, in order of largest holding to least....

WAG (Walgreen)
PEP (Pepsi)
PG (Procter & Gamble)
MAT (Mattel)
GPC (Genuine Parts)
MMM (3M)
HAS (Hasbro)
KO (Coca Cola)
ADP (Automatic Data Processing)
T (AT&T)
KMB (Kimberly Clark)
VZ (Verizon)
K (Kellogg)
SYY (Sysco)
DPS (Dr. Pepper, Snapple)
CDK (CDK Global)
HYH (Halyard Health)
6% GNMA (Government National Mortgage Association) Bonds

Stocks make up abt 24% of my assets.  Other assets are CDs, a home mortgage and about 2% precious metals..