Comments on: United Technologies Corp. (UTX) Dividend Stock Analysis *

By: Festival of Stocks – Blizzard of 2010 Edition | Fat Pitch Financials

Festival of Stocks – Blizzard of 2010 Edition | Fat Pitch Financials — Mon, 08 Feb 2010 15:04:52 +0000

[...] United Technologies Corp. (UTX) Dividend Stock Analysis posted at Dividends Value, saying, “United Technologies Corp. is an aerospace-industrial conglomerate with a portfolio including Pratt & Whitney jet engines, Sikorsky helicopters, Otis elevators and Carrier air conditioners, among other products. Linked here is a detailed analysis and commentary. [...]

By: Dividends4Life

Dividends4Life — Tue, 02 Feb 2010 04:09:22 +0000

DD: I do focus on my allocation overall and report on it once a quarter. See this article:
http://dividendsvalue.com/162/measuring-asset-allocation-across-your-entire-portfolio/

My last allocation update:
http://dividendsvalue.com/5546/2009-q4-progress-review/

I limit each sector to no mare than 10%, each stock to no more than 5% and each income fund to no more than 10%.

As a general rule, I try to buy the best dividend stock available and use my non-income portfolios to keep my sector allocation in line.

Thanks for the comments!
D4L

By: Dividend Disciple

Dividend Disciple — Tue, 02 Feb 2010 00:46:26 +0000

D4L-

I’d be interested to see you incorporate more information about how you manage sector diversification/allocation. For example, with the premium Data service now, you include the stock’s sector, however, you don’t really talk about your sector needs when you analyze individual stocks and the sector information is missing from the Dashboard. You do specifically mention an “allocation” comment related to stocks in your “Buy” category (or those that you might be thinking of adding even it doesn’t appear as a “buy”), but the reader cannot decipher how you came to that conclusion. Allocation based on strictly income? or sector? Would you consider possibly adding a pie chart of sector allocation for the dividend portfolio somewhere in the dashboard?

I think investors with portfolios much smaller than yours that are just starting out should focus on buying best of breed stocks, but also maintain sector diversification. If I can only afford to add 1 healthcare stock, if I could sort the data file and compare to the dashboard to see which you own, how they rate, etc. in order to aid my decision.

Also, I believe in previous articles you’ve written about which sectors provide the best balance of yield and growth. You’ve talked about how utility stocks are not necessarily the best growth candidates. By showing a graph of your portfolio by sector, I think investors could get a better understanding of which sectors provide the best balance of growth/yield. This would also allow you to comment on any changes from the estimated allocation (if you had one) and how you determine which sectors to increase exposure to (i.e. “T”).

Just some thoughts. I’ve created tables with sector analysis from your previous articlces, but I think the user might enjoy it if you added in this area. Love the service, thanks for all your hard work.