Tuesday, August 4, 2015


A couple of times a year I like to review my holdings to make sure I'm not getting too tied up to any one investment.  Then I make a list of my top ten holdings, which should in no way be construed as advice to invest in any of these stocks.  It is for information purposes only.

My current top ten includes:

 1.  UVE:  Remains my number one holding even after selling off enough shares to recoup all my out of pocket costs.  However, I'll continue to hold this stock forever since my yield on original cost is fantastic and I have none of my own money tied up in it.

 2.  LLY:  Continues to be a great performer, but has plateaued recently.  This is one of my core holdings and I'll likely never sell this stock.

 3.  NCZ:  Bond fund, nice yield, ho-hum performance.  I'll hold for now, but am looking for better performing fund.

 4.  AOD:  Happy with this funds performance and monthly payouts.  It's a keeper as long as the dividend holds.

 5.  NYCB:  Have held this stock for years and will continue to do so, as long as the dividend continues.

 6.  GE:  Seems like everybody owns a little piece of GE.  

 7.  HWBK:  Hometown bank, got in at a great price, will hold this one for the long term.

 8.  WFC:  What can I say, if Warren Buffett likes their long term prospects, so do I.

 9.  T:  Good dividend, core holding.

10.  RRD:  Initially a speculative play, but I'm holding for the dividend.  Did see nice gain on share price since my initial buy in.

There you have it.  My top 10 holdings.  The only stellar performer in the bunch is UVE, up 374% since my initial purchase.  Some of the others have done quite well and I'm pleased overall.  Although I'm heavily weighted towards financials in my top 10 holdings, I'm not worried about it because the remaining investments in my portfolio tend to balance it all out.

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