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In a normal year like 2014 it beat the DOW by a fair amount. So far this year the portfolio is ahead by 0.97% total return Above the Dow average gain of 5.36% for a portfolio gain of 6.33% which is above my yearly requirement of 5%. The election took its toll on my high dividend companies but this has evened out as the fundamentals come back into play. All 24 Companies In The Portfolio The 24 companies and their percentage in the portfolio and total return over a 49.5 month test (starting Jan 1 2013 to 2017 YTD) period is shown in the table below. I chose this time frame since it included the great year of 2013, and other years that had fair and bad performance. The DOW baseline for this period is 58.91% and each of the top six easily beat that baseline. The next 18 have four companies that did not beat the DOW baseline but still are great businesses. I limit the portfolio to 25 companies and let the winners grow until they reach 8% - 9% of the portfolio and then I trim the position. JNJ, BA, HD and MO are now in trim position. I start the companies at a base percentage of the portfolio of 1% and add to the position if they perform well during the next six months. At 4% of the portfolio I stop buying and let the company percentage of the portfolio grow until it hits 8% then it's time to trim.

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