Tuesday, January 26, 2016

Data Mining The CCC List: Part 1 - The Challengers


Now that my portfolio is quite sizable and fluctuating around the $170k mark, I feel that portfolio allocation, both among individual companies as well as sectors, should play a bigger role in its construction.

One idea I've had to get a rough estimate of how my portfolio should be allocated is by using the trusty CCC list that David Fish so graciously provides for us. Before I go any further I just want to say thank you to David for such a valuable resource.

So the thought that crossed my mind was that maybe I could glean some information from the CCC list in regards to portfolio sector allocation for my actual portfolio. This will be the first of a four-part series where I look at the sector makeup of the Challengers, Contenders, Champions and then wrap it all up by relating my current portfolio allocation to my findings.

The Challengers are the companies that have paid and grown dividends for between 5 and 10 years. These are the companies in the beginning stages of rewarding owners with what will hopefully turn into a decades long streak.

David already provides some analysis on the averages for each list, but I wanted to take it a step further and add in a sector comparison as well.

Part 1 of this series will cover the Challengers. Part 2 will cover the Contenders. Part 3 will cover the Champions and Part 4 will cover the CCC list in its entirety as well as comparing it to my portfolio's current allocation in search of sector allocation optimization.

Continue reading the article on Seeking Alpha.


Image provided by renjith krishnan via FreeDigitalPhotos.net

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