Thursday, April 18, 2013

Present Portfolio Allocation

My wife and I have our stock and bond portfolio allocated as follows:

Cash        21.02%
Muni's     12.61%
O             6.39%
LOW        4.20%
KMB        4.12%
WMT       3.90%
INTC       3.88%
JNJ          3.82%
PG           3.43%
T             3.34%
KO          3.29%
MCD       3.27%
PEP         3.26%
PM          2.82%
MO          2.74%
MSFT      2.71%
XOM       2.64%
RTN        2.55%
FCX        2.54%
PSEC      2.38%
COP       2.13%
PSX       1.02%

I am looking to add some international exposure, probably through SDIV to start. I also want to diversify further by adding high yield corporate bonds, both U.S. and Int'l, especially if they are monthly payers. I will add all of these in Roth IRA's. If the market corrects more I will add to our dividend growth portfolio.


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