Investments - Dividend Portfolio and Best Dividend Investments

My Dividend Investing Portfolio


Dividend Driven's DRIVE Fund

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Number Of Investments

Investments we select should be growing over time and well diversified. The majority of my stocks are focused on dividend paying US companies and I plan to live off the income they generate during my retirement. With brokerages now allowing you to buy and sell stocks with no commissions, I have moved away from ETF's and back into individual quality dividend growth stocks. Currently all of my investments are held with Fidelity Investments. My plan is to continue contributing the majority of my savings into my retirement accounts and continue contributing smaller amounts to a taxable brokerage account. (Dividends Reinvested Increase Value Exponentially)


Investments

SYMBOL INVESTED SHARES PRICE VALUE GAIN/LOSS YOC DIVIDEND INCOME WEIGHT
AAPL $7,601.78 27.000 $318.73 $8,605.71 $1,003.93 1.09% $3.08 $83.16 1.64%
ABT $7,570.63 87.000 $89.00 $7,743.00 $172.37 1.65% $1.44 $125.28 1.47%
ACN $7,604.98 37.000 $209.20 $7,740.40 $135.42 1.56% $3.20 $118.40 1.47%
ADP $7,539.18 45.000 $176.87 $7,959.15 $419.97 2.17% $3.64 $163.80 1.51%
AMT $7,648.55 35.000 $233.42 $8,169.70 $521.15 1.73% $3.78 $132.30 1.55%
ANTM $7,650.52 26.000 $305.39 $7,940.14 $289.62 1.09% $3.20 $83.20 1.51%
APD $7,673.16 33.000 $237.00 $7,821.00 $147.84 2.00% $4.64 $153.12 1.49%
AVGO $7,575.07 23.236 $308.79 $7,175.04 -$400.03 3.99% $13.00 $302.07 1.36%
BA $7,618.60 23.000 $324.15 $7,455.45 -$163.15 2.48% $8.22 $189.06 1.42%
BAC $7,499.73 213.000 $34.71 $7,393.23 -$106.50 2.04% $0.72 $153.36 1.41%
BMY $7,521.99 119.000 $66.72 $7,939.68 $417.69 2.85% $1.80 $214.20 1.51%
CCI $7,551.36 55.000 $145.25 $7,988.75 $437.39 3.50% $4.80 $264.00 1.52%
CMCSA $7,529.85 174.000 $47.50 $8,265.00 $735.15 1.94% $0.84 $146.16 1.57%
COST $7,594.19 26.000 $304.68 $7,921.68 $327.49 0.89% $2.60 $67.60 1.51%
CSCO $7,964.31 168.000 $49.02 $8,235.36 $271.05 2.95% $1.40 $235.20 1.57%
CTAS $7,751.78 29.000 $284.23 $8,242.67 $490.89 0.95% $2.55 $73.95 1.57%
CVX $7,955.38 67.000 $115.58 $7,743.86 -$211.52 4.01% $4.76 $318.92 1.47%
DIS $7,728.53 53.000 $144.33 $7,649.49 -$79.04 1.21% $1.76 $93.28 1.45%
EL $7,606.09 37.000 $219.88 $8,135.56 $529.47 0.93% $1.92 $71.04 1.55%
EPR $7,673.60 109.000 $72.54 $7,906.86 $233.26 6.39% $4.50 $490.50 1.50%
HD $7,880.31 36.000 $231.91 $8,348.76 $468.45 2.49% $5.44 $195.84 1.59%
HON $7,522.76 43.000 $183.23 $7,878.89 $356.13 2.06% $3.60 $154.80 1.50%
HRL $7,962.45 178.000 $46.30 $8,241.40 $278.95 2.08% $0.93 $165.54 1.57%
HSY $7,949.66 54.000 $150.85 $8,145.90 $196.24 2.10% $3.09 $166.86 1.55%
INTC $7,984.11 139.000 $59.60 $8,284.40 $300.29 2.19% $1.26 $175.14 1.57%
ITW $7,846.94 44.000 $180.43 $7,938.92 $91.98 2.40% $4.28 $188.32 1.51%
JNJ $7,937.21 55.000 $149.17 $8,204.35 $267.14 2.63% $3.80 $209.00 1.56%
JPM $7,872.05 57.000 $138.20 $7,877.40 $5.35 2.61% $3.60 $205.20 1.50%
KO $7,965.30 147.000 $56.94 $8,370.18 $404.88 2.95% $1.60 $235.20 1.59%
LHX $7,655.92 39.000 $219.38 $8,555.82 $899.90 1.53% $3.00 $117.00 1.63%
LLY $7,980.49 62.000 $139.58 $8,653.96 $673.47 2.30% $2.96 $183.52 1.65%
LOW $7,526.61 63.000 $122.36 $7,708.68 $182.07 1.84% $2.20 $138.60 1.47%
MA $7,660.38 26.000 $323.66 $8,415.16 $754.78 0.54% $1.60 $41.60 1.60%
MAR $7,511.50 50.000 $150.26 $7,513.00 $1.50 1.28% $1.92 $96.00 1.43%
MCD $7,838.05 40.000 $211.98 $8,479.20 $641.15 2.55% $5.00 $200.00 1.61%
MDT $7,614.69 67.000 $119.03 $7,975.01 $360.32 1.90% $2.16 $144.72 1.52%
MRK $7,994.92 89.000 $90.97 $8,096.33 $101.41 2.72% $2.44 $217.16 1.54%
MSFT $7,566.52 49.000 $167.10 $8,187.90 $621.38 1.32% $2.04 $99.96 1.56%
NEE $7,700.16 32.000 $253.40 $8,108.80 $408.64 2.08% $5.00 $160.00 1.54%
NKE $7,588.60 76.000 $104.53 $7,944.28 $355.68 0.98% $0.98 $74.48 1.51%
NOC $7,819.06 23.000 $379.97 $8,739.31 $920.25 1.55% $5.28 $121.44 1.66%
NVDA $7,731.69 33.000 $249.28 $8,226.24 $494.55 0.27% $0.64 $21.12 1.56%
OKE $7,548.00 102.000 $77.17 $7,871.34 $323.34 5.05% $3.74 $381.48 1.50%
ORCL $7,519.53 141.000 $55.13 $7,773.33 $253.80 1.80% $0.96 $135.36 1.48%
OXY $7,533.18 188.000 $45.83 $8,616.04 $1,082.86 7.89% $3.16 $594.08 1.64%
PAYX $7,541.40 89.000 $88.24 $7,853.36 $311.96 2.93% $2.48 $220.72 1.49%
PEP $7,628.17 56.000 $141.26 $7,910.56 $282.39 2.80% $3.82 $213.92 1.50%
PFE $7,503.84 193.000 $40.51 $7,818.43 $314.59 3.91% $1.52 $293.36 1.49%
PG $7,588.24 61.000 $126.41 $7,711.01 $122.77 2.40% $2.98 $181.78 1.47%
SBUX $7,556.66 86.000 $93.62 $8,051.32 $494.66 1.87% $1.64 $141.04 1.53%
SHW $8,089.62 14.000 $594.47 $8,322.58 $232.96 0.78% $4.52 $63.28 1.58%
SPGI $7,577.64 28.000 $296.79 $8,310.12 $732.48 0.84% $2.28 $63.84 1.58%
SWK $7,593.22 46.000 $172.53 $7,936.38 $343.16 1.67% $2.76 $126.96 1.51%
SYY $7,565.95 90.000 $82.82 $7,453.80 -$112.15 2.14% $1.80 $162.00 1.42%
T $7,503.92 194.000 $38.38 $7,445.72 -$58.20 5.38% $2.08 $403.52 1.42%
TGT $7,534.51 59.000 $116.92 $6,898.28 -$636.23 2.07% $2.64 $155.76 1.31%
TJX $7,503.75 125.000 $62.68 $7,835.00 $331.25 1.53% $0.92 $115.00 1.49%
TXN $7,560.37 60.000 $131.70 $7,902.00 $341.63 2.86% $3.60 $216.00 1.50%
UNH $7,687.81 26.000 $298.47 $7,760.22 $72.41 1.46% $4.32 $112.32 1.48%
UTX $7,515.74 51.000 $154.40 $7,874.40 $358.66 2.00% $2.94 $149.94 1.50%
V $7,584.89 41.000 $204.70 $8,392.70 $807.81 0.65% $1.20 $49.20 1.60%
VLO $7,595.06 80.000 $91.22 $7,297.60 -$297.46 3.79% $3.60 $288.00 1.39%
VZ $7,604.80 123.000 $60.13 $7,395.99 -$208.81 3.98% $2.46 $302.58 1.41%
WEC $7,601.14 83.000 $96.42 $8,002.86 $401.72 2.76% $2.53 $209.99 1.52%
WFC $7,784.66 158.000 $49.18 $7,770.44 -$14.22 4.14% $2.04 $322.32 1.48%
VIIIX $6,457.79 26.290 $299.37 $7,870.44 $1,412.65 2.19% $5.39 $141.70 1.50%
$505,148.55 74.372 $164.14 $525,999.54 $20,850.99 2.34% $3.03 $11,834.25 100.00%

Investment Weights By Sector


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