2017 M* Portfolio

Updated 10/13/2017

In 2017 my goal is to invest about $100,000 in Dividend Machine stocks.  My criteria for selection are presented in the table below.

It has been an interesting journey this year.  I keep thinking the market is overpriced and so I wait for opportunities to buy but they have been few.  You have to stick to your strategy and I am trying to get that $100,000 invested.  The portfolio is presented below.

I measure the income and return on each stock as well as how the portfolio would have done if the money had been invested in two very good ETF's, SDY and VIG.

Until the portfolio is 1 year old, I cannot report on total return.  Total return includes dividends and until we hold each stock or shares of ETF through one year, it is very difficult to measure total return.  Therefore, you will see only capital gain in 2017. 

M* MoneyMadam