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<blockquote data-quote="Catatonic" data-source="post: 1075754" data-attributes="member: 7966"><p>Disclaimer: I don't own any UPS or FDX stock.</p><p>I was simply responding to your post about about why UPS is under pressure to pay out dividends and consequently the need for more funds to pay those dividends as compared to FDX.</p><p></p><p>Please stay focused on the subject or provide a transition into a different line of thought. <img src="/community/styles/default/xenforo/smilies/FeltTip/wink.png" class="smilie" loading="lazy" alt=":wink2:" title="Wink :wink2:" data-shortname=":wink2:" /></p><p></p><p>You say you are retired and as such, active trading in stocks should be a small portion of you investment portfolio, if any.</p><p>I am just retired and over the last year I have settled into a 40% Bond portfolio (mostly Muni's in states that require a balanced budget (ie no NY, CA, IL or the like), 10% in Hedge funds, 10% in a Short Sell actively managed fund, 30% various Index funds, 10% in Dividend stock fund.</p><p></p><p>My 401k was in 100% Government STIF until last Wednesday and is currently at:</p><p></p><table style='width: 100%'><tr><th></th><th></th><th></th></tr><tr><th></th><th><strong>STOCKS</strong></th><td></td></tr><tr><td></td><th>S&P 500 Equity Index Fund</th><td>40%</td></tr><tr><td></td><td>S&P 400 Midcap Index Fund</td><td>20%</td></tr><tr><td></td><td>Russell 2000 Index Fund</td><td>20%</td></tr><tr><td></td><td>Intl Developed Cntry Eqty Index Fd</td><td>20%</td></tr><tr><td></td><td>Total:</td><td>100%</td></tr></table><p></p><p>Once my retirement becomes official, I will transfer my 401k to Vanguard and put most of it in </p><p>50% - AMT exempt Muni bonds </p><p>and </p><p>50% in a mix of the following stocks<span style="color: #000000"> that pay a better dividend yield than does UPS.</span></p><p><span style="color: #000000">I picked these because they are well known companies that have been around and have good fundamentals and excellent credit ratings ... like UPS (3.0% yield).</span></p><p></p><p><span style="color: #000000">McDonalds - 3.0%</span></p><p><span style="color: #000000">General Mills - 3.2%</span></p><p><span style="color: #000000">Pepsi - 3.3%</span></p><p><span style="color: #000000">Proctor & Gamble - 3.3%</span></p><p><span style="color: #000000">Johnson & Johnson - 3.5%</span></p><p><span style="color: #000000">Abbott Labs - 3.6 %</span></p><p><span style="color: #000000">Kimberly Clark - 4.0%</span></p><p><span style="color: #000000">Con Ed - 4.1%</span></p><p><span style="color: #000000">Pfizer - 4.1%</span></p><p><span style="color: #000000">Bristol-Myers Squibb - 4.2%</span></p><p><span style="color: #000000">Southern Co - 4.4%</span></p><p><span style="color: #000000">Merck - 4.4%</span></p><p><span style="color: #000000">Progress Energy - 4.8%</span></p><p><span style="color: #000000">Duke Energy - 4.9%</span></p><p><span style="color: #000000">Eli Lilly - 5.3%</span></p><p><span style="color: #000000">Verizon - 5.4%</span></p><p><span style="color: #000000">AT&T - 5.9%</span></p><p><span style="color: #000000"></span></p><p><span style="color: #000000">I don't have anything against UPS stock but I already have a UPS backed pension (valued at $1.1 M based on Annuity pricing) and a UPS backed Healthcare plan (valued at ~$110,000 or more). All of these figures are based on NPV.</span></p><p><span style="color: #000000"></span></p><p><span style="color: #000000">I executed an 8 year plan to divest myself of UPS stock to lessen my risk via diversification.</span></p></blockquote><p></p>
[QUOTE="Catatonic, post: 1075754, member: 7966"] Disclaimer: I don't own any UPS or FDX stock. I was simply responding to your post about about why UPS is under pressure to pay out dividends and consequently the need for more funds to pay those dividends as compared to FDX. Please stay focused on the subject or provide a transition into a different line of thought. :wink2: You say you are retired and as such, active trading in stocks should be a small portion of you investment portfolio, if any. I am just retired and over the last year I have settled into a 40% Bond portfolio (mostly Muni's in states that require a balanced budget (ie no NY, CA, IL or the like), 10% in Hedge funds, 10% in a Short Sell actively managed fund, 30% various Index funds, 10% in Dividend stock fund. My 401k was in 100% Government STIF until last Wednesday and is currently at: [TABLE="class: tabular1"] [TR] [TH="class: first alphanumeric"][/TH] [TH="class: alphanumeric"][/TH] [TH="class: last percentage"][/TH] [/TR] [TR] [TH="class: first alphanumeric overridingth"][/TH] [TH="class: alphanumeric overridingth"][B]STOCKS[/B][/TH] [TD="class: last percentage"][/TD] [/TR] [TR] [TD="class: first alphanumeric"][/TD] [TH="class: alphanumeric overridingth"]S&P 500 Equity Index Fund[/TH] [TD="class: last percentage"]40%[/TD] [/TR] [TR] [TD="class: first alphanumeric"][/TD] [TD="class: alphanumeric"]S&P 400 Midcap Index Fund[/TD] [TD="class: last percentage"]20%[/TD] [/TR] [TR] [TD="class: first alphanumeric"][/TD] [TD="class: alphanumeric"]Russell 2000 Index Fund[/TD] [TD="class: last percentage"]20%[/TD] [/TR] [TR] [TD="class: first alphanumeric"][/TD] [TD="class: alphanumeric"]Intl Developed Cntry Eqty Index Fd[/TD] [TD="class: last percentage"]20%[/TD] [/TR] [TR="class: highlight"] [TD="class: first alphanumeric"][/TD] [TD="class: alphanumeric"]Total:[/TD] [TD="class: last percentage"]100%[/TD] [/TR] [/TABLE] Once my retirement becomes official, I will transfer my 401k to Vanguard and put most of it in 50% - AMT exempt Muni bonds and 50% in a mix of the following stocks[COLOR=#000000] that pay a better dividend yield than does UPS.[/COLOR] [COLOR=#000000]I picked these because they are well known companies that have been around and have good fundamentals and excellent credit ratings ... like UPS (3.0% yield).[/COLOR] [COLOR=#000000]McDonalds - 3.0%[/COLOR] [COLOR=#000000]General Mills - 3.2%[/COLOR] [COLOR=#000000]Pepsi - 3.3%[/COLOR] [COLOR=#000000]Proctor & Gamble - 3.3%[/COLOR] [COLOR=#000000]Johnson & Johnson - 3.5%[/COLOR] [COLOR=#000000]Abbott Labs - 3.6 %[/COLOR] [COLOR=#000000]Kimberly Clark - 4.0%[/COLOR] [COLOR=#000000]Con Ed - 4.1%[/COLOR] [COLOR=#000000]Pfizer - 4.1%[/COLOR] [COLOR=#000000]Bristol-Myers Squibb - 4.2%[/COLOR] [COLOR=#000000]Southern Co - 4.4%[/COLOR] [COLOR=#000000]Merck - 4.4%[/COLOR] [COLOR=#000000]Progress Energy - 4.8%[/COLOR] [COLOR=#000000]Duke Energy - 4.9%[/COLOR] [COLOR=#000000]Eli Lilly - 5.3%[/COLOR] [COLOR=#000000]Verizon - 5.4%[/COLOR] [COLOR=#000000]AT&T - 5.9% I don't have anything against UPS stock but I already have a UPS backed pension (valued at $1.1 M based on Annuity pricing) and a UPS backed Healthcare plan (valued at ~$110,000 or more). All of these figures are based on NPV. I executed an 8 year plan to divest myself of UPS stock to lessen my risk via diversification.[/COLOR] [/QUOTE]
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