Here is the early 2017 update to the current DDI Portfolio holdings.
Please remember, this is not a recommendation or buy list – this is simply a list of stocks I’ve placed into my Daily Dividend Portfolio. Your comments and questions about any of the positions is always welcome!
Click the link below to access the DDI Portfolio PDF file:
DDI Portfolio February 2, 2017 Update
DDI Portfolio May 30 2016 – Previous DDI Portfolio Update
I suggest adding a “google+” button for the blog!
Hellen
Great to see real numbers to go with all of the hand-waving on Seeking Alpha and other sites — thanks, DDI!
Wasn’t this a very expensive portfolio to assemble wrt commissions? So many small holdings…just wondering what the brokerage’s bite was. Expenses can seriously affect returns — which I learned selling off my stepdad’s back-end load bond funds for my mom! Thanks again for sharing.
Great question – I’m planning to address the brokerage fee issue in a future post. I’m using an account that gives me 100 free trades (Wells Fargo) each year. Otherwise, you’re right, it would be detrimental to try and buy so many small positions. Thanks for stopping by. Neil
Do you have a list with the actual dividend yields?
Hey Carl. I have to apologize the list of holdings on the blog isn’t the cleanest.
You can find my google document spreadsheet with all the holdings here: http://bit.ly/zS8qbu
It was last updated in November – I’m in the process of updating the list right now.
It doesn’t show the yields, but that’s a great idea and I’ll go ahead and add that info!
You have noted very interesting points! ps nice website.
Really interesting subject, thank you for placing up.
Keep on working, great job!
Great post. For years, I have always wanetd to own a position in Saputo but I found the dividend yield was fairly low, so I was forced to wait until my dividend investment strategy reached a certain point before I could dive in.A couple of weeks ago, I finally bought shares in Saputo and I can tell you that I am pleased with owning part of this company. In my view, it is a recession resistant company and now I make sure my milk and cheese are Saputo products!Great job at highlighting the performance of this large cap blue chip. The numbers are impressive.TWC
Hello, i read your blog from time to time and i own a similar one and i was just wondering if you get a lot of spam feedback? If so how do you stop it, any plugin or anything you can advise? I get so much lately it’s driving me crazy so any assistance is very much appreciated.
Great site, I really love your writing. Thanks for sharing it with us [email protected]
Great site, I really love your writing. Thanks for sharing it with us [email protected]
Great Site and great Dividend Portfolio that you have created. I have a similar blog like you with an Dividend Portfolio. Would be nice if you visit my blog also. http://finanzielle-freiheit-dividende-blog.de/ Thanks.
Nice blog you have there Markos. I’ll definitely stop by from time to time. Looks like we have some similar holdings. I always interested in learning from what others are investing in.
Great for you. I don’t own CP yet, but long-term, I’d like too. You keep this one (like other CDN dividend-payers?) untgsierered?BTW – you have an impressive portfolio list. Keep up the great work. I’ll try and stop by again soon.
The Dividend Express rarely diinpposats. I own both CNR & CP and it’s surprising to examine the two companies and note their relative strengths. Even though CP has less exposure to the US CNR continues to outperform them. I think this is one of the best management groups of any CDN public company.And here I wanted to add to my position under $40 (too slow!)
I have shares in Telus and I like hte storng divvy. It better not decrease! I’m thinking that now that they have iPhones available, it may bring some positive aspects to the results of next quarter.Nice thread.
The differences beetewn CP and CNR should not matter much in the long term. What I like about CP is their tie ins with commodities and energy related goods. This is a long term developing market play as well as wide moat firm. In the short term lagging fuel surcharges should help all transportaiton firms including UPS, FedEx, and US railroads.