Trying to define my Dream Portfolio

Today I wanted to define my Dream Portfolio. I just did $100000 divided by the total amount of stocks = equal weigting. Haven´t considered who should be big or small yet. I think I want to own the following companies: 

Diageo plc (ADR)
Nestle

Marine Harvest

PepsiCo
Procter & Gamle
Statoil
Vestas
Tesla
Visa
Mastercard
Cullen Frost
DNB
Johnson and Johnson
Abbvie
Abbot Laboratories
United Health Group
3M
Boing Co
Realty Income Group
National Health Properties
Welltower
W.P.CAREY
Digital Realty Trust
Southern Co
Waste Management
AT&T
Dominion Energy
Duke Energy
Verizon Communications
Apple
Google
Facebook
Microsoft
Cisco
Omnicom Group Inc.
Berkshire Hatwaway
Rollins

What do you think? What are your CORE holdings? Any company that needs to be on the list? Please do tell!

7 comments

  1. Hi Stockles, Interesting exercise. I count 18 companies on your list that I currently hold and a couple of the others I have held in the past. And a few more yet that I wish I would have owned, but never have. It might not be “my” dream portfolio, but I can tell we think a lot a like. I’m not a smoker, but a couple of my largest holdings are MO and PM. Other stocks in my core are are ADP, PAYX and MCD. Good stuff. Tom
    Tom @ Dividends Diversify recently posted…Where I Went Wrong….with General Electric (GE)My Profile

    1. Hi Tom,

      Very interesting. I see that many like MO and PM but I just can´t see why. I grew up in the start of the 90´s and I remember my grandparents smoking all of the time while watching TV, eating and driving. That´s not the case anymore. Actually, I rarely see anybody smoking at all.

      However, after backpacing Asia for a year, I know that smoking is more “cool” in the emerging markets, but I think that´s the situation now, not the long term forecast.

      Personally, I hope and think that smoking will die out quite soon.

      I´ve seen all of those before, but haven´t researched. Thanks for letting me know and thanks for commenting!
      Stockles recently posted…Trying to define my Dream PortfolioMy Profile

  2. why do you have oil in your portfolio if you don´t like declining trends? Im referring to the tobacco issue. BYD seems more interesting than Tesla. Why no US banks?

  3. Stockles,

    I think I mentioned this on twitter, but I would say it again, you need to decide which ones of these stocks will be the core of your portfolio. In other words, the stocks that you wouldn’t mind building to a full or even overweight positions, the stocks that you would have the most confidence in.

    You don’t want equal weighted positions or you might as well buy an ETF fund. You want your core or winners to be the largest positions as that would generate the largest returns.

  4. Interesting experiment – I am curious to putting Google, Amazon and Tesla on the list. They are currently not paying any dividends and at least Amazon and Tesla seems quite expensive.

    Why are they part of your dream portfolio – and when are they at a level where you’ll consider to a buy?

    Personally I am thinking about buying a piece in both Google, Amazon and Facebook because I believe they are all aiming for the integrated digital platforms enabling our online lifes coming soon. I would love to own a piece of the infrastructure of the online lifes of billions. They are all working on setup where you as a consumer will have no reason to leave. You will have TV, Music, Shopping, SoMe, Bank, Home Automation etc. all at the same place.

    What is your thought of stepping outside your Dividend Growth mindset and purchase non-dividend companies?

    /TheNose

    1. Hi DividendNose,

      Thanks for the question. First, I think it´s stupid to not invest / own one of the greatest companies on earth when the usage of data is exploding. 1 year ago, people said that 90% of the data we have now has been made in the last two years. This year, the same statement was made. It´s just insane, and Moore´s Law will probably work for decades. I truly want to own atleast Google, but more keen on buying around $800, maybe $850.

      As of dividend non dividend, you can read this article that I write on the start of this blog:
      http://www.stockles.com/2017/01/22/value-investing-vs-dividend-investing/

      Take care,
      Stockles

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