No. of Recommendations: 0
My dad is in a very similar position. He is currently invested in:

RDS.A CVX SSW GE JNJ WFC SO QCOM NYMT XOM DIS KMI


Needless to say, you've both been hurt by oil being down. Your biggest holdings are very oil-heavy, so I would probably go in a different direction as you buy more.

I think you'd do well to add WFC and DIS as core holdings, for sure. The dividend yields aren't anything to write home about, but they're as stable as it gets. I also really like SSW right now -- I think it's selling at a huge discount. Just keep in mind that it's orders of magnitude smaller that DIS, WFC, XOM, or CVX, etc, so I would make it a smaller part of your portfolio. Seems like you're doing a good job already at not getting carried away with any single company.

Are you familiar with dollar cost averaging?
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