My Portfolio “Update”

I added 40 year Dividend Aristocrat, BEN, to my portfolio. From largest to smallest holding.....

PG (Procter & Gamble)
PEP (PepsiCo)
GPC (Genuine Parts Company)
IBM (International Business Machines)
VZ (Verizon))
WBA (Walgreen Boots Alliance)
ADP (Automatic Data Processing
KO (Coca Cola)
MMM (3M)
XOM (Exxon Mobil)
KMB (Kimberly Clark))
SYY (Sysco)
BEN (Franklin Resources)
LEG (Leggett & Platt)
BRK.B (Berkshire Hathaway)
K (Kellogg)
HPQ (Hewlett-Packa

My Portfolio “Update”

I sold T and M. My portfolio, from largest holding to smallest....

PG (Procter & Gamble)

PEP (PepsiCo)

IBM (International Business Machines)

GPC (Genuine Parts Company)

VZ (Verizon))

ADP (Automatic Data Processing)

WBA (Walgreen Boots Alliance)

KO (Coca Cola)

KMB (Kimberly Clark)

MMM (3M)

XOM (Exxon Mobil)

SYY (Sysco)

LEG (Leggett & Platt)

BRK.B (Berkshire Hathaway)

K (Kellogg)

HPQ (Hewlett-Packard)

My Portfolio “Update”

I sold my GIS, KHC and HAS and replaced them with smaller positions in LEG and BRK.B, basically to replace them with a Dividend Aristocrat paying 4.2% and BRK.B, which I look at as a synthetic dividend stock, figuring it can do better with its cash, about $115B, than I can.

My portfolio, from largest to smallest position.....

PG (Procter & Gamble)

PEP (PepsiCo)

GPC (Genuine Parts Company)

IBM (International Business Machines)

VZ (Verizon)

WBA (Walgreen Boots Alliance)

ADP (Automatic Data Processing)

T (AT&T)

KO (Coca Cola)

MMM (3M)

KMB (Kimberly Clark)

M (Macy’s)

HPQ (Hewlett-Packard)

SYY (Sysco)

K (Kellogg)

XOM (Exxon Mobil)

LEG (Leggett & Platt)

BRK.B (Berkshire Hathaway)

GNMA (6% Bonds)

My Portfolio “Update”

I sold my GIS. The portfolio, from largest holding to smallest....

PG (Procter & Gamble)

PEP (PepsiCo)

GPC (Genuine Parts Company)

IBM (International Business Machines)

MMM (3M)

VZ (Verizon)

WBA (Walgreen Boots Alliance)

ADP (Automatic Data Processing)

T (AT&T)

KO (Coca Cola)

M (Macy’s)

KMB (Kimberly Clark)

HAS (Hasbro)

SYY (Sysco)

KHC (Kraft Heinz)

HPQ (Hewlett-Packard)

K (Kellogg)

XOM (Exxon Mobil)

GNMA (6% Bonds)

My Portfolio “Update”

With the recent market correction, I made some changes and additions to mu portfolio, now, from largest position to smallest and now 33% of my assets....

PG (Procter & Gamble)

PEP (PepsiCo)

WBA (Walgreen Boots Alliance)

GPC (Genuine Parts Company)

IBM (International Business Machines)

MMM (3M)

VZ (Verizon)

ADP (Automatic Data Processing)

GIS (General Mills)

T (AT&T)

KO (Coca Cola)

KMB (Kimberly Clark)

HAS (Hasbro)

M (Macy’s)

KHC (Kraft Heinz)

HPQ (Hewlett-Packard)

SYY (Sysco)

K (Kellogg)

XOM (Exxon Mobil)

GNMA (6% Bonds)