We thought it would be worth looking at our sample portfolio as we described just as the current Administration entered the scene. We have been tracking it since December 1, 2008 when we "purchased" it. It is a breadbasket group. It consists of:
| Verizon |
| DOW |
| IBM |
| J&J |
| Kraft |
| DuPont |
| Alcoa |
We now have a dividend yield of 5.6% and a stock yield of 9.1% for a total annualized yield of 14.7%. There has been a recovery of sorts. We agree that based upon our data as we have been presenting it the Recession is slowing yet we still feel that we will hit 10.5% unemployment since we will overshoot staffing cuts but the other side will still be explosive with the results from the stimulus.
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