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)
