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


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?
Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.