Dividend Portfolio
| Stock | Active DRIP? | Target Price | Bulk Target Price | Current Share Price |
|---|---|---|---|---|
| MCD | Yes | 60.00 | 45.00 | $89.62 |
| MDT | No | 35.00 | 30.00 | $37.07 |
| MSFT | No | 20.00 | 15.00 | $29.72 |
| PM | No | 53.00 | 45.00 | $84.20 |
| RAVN | No | 40.00 | 30.00 | $58.34 |
| WMT | Yes | 52.00 | 50.00 | $61.68 |
More stocks will be added as attractive long-term dividend stocks are researched.
Stocks removed from the dividend portfolio:
1. Chimera Investment Corp (CIM)
Glossary
Active DRIP – This refers to whether or not I am currently allocating money every month to this stock via a Dividend Reinvestment Plan (DRIP). This indicates that while I have target prices in play, I’m still fine buying shares at all current prices because the long-term potential is so high. Read more on DRIPs here.
Target Price – The target price is the price I’m looking to either start a position or pick up more shares (if I already own it). If I’m already doing a DRIP plan for this stock, I possibly might increase the monthly allocation if the stock moves below the target price.
Bulk Target Price – The bulk target price refers to the price that would warrant allocating a large amount of capital to the position. These targets typically hit only every few years or so (and maybe less). We build up cash reserves specifically for these occasions – to allocate massive amounts of capital at very attractive and very rare buying opportunities.

