Experimental Portfolio

Using Motif Investing as a model, I have decided to start an experiment by creating a portfolio with a fictional $10,000 investment. We will track capital returns, pre-retirement income growth and post-retirement income growth. For pre-retirement growth, we will collect three months of dividend payments and then re-invest in an effort to keep our annual expenses under a cap of $40 using Motif's $9.95 commission per trade. For post retirement, all dividends will be redistributed with no reinvestment.

To kick this off the initial purchase will be the prices at the business close of Friday 12/2/16 and progress will be updated monthly. Purchased securities and their allocation shall be per the table below

Experimental Portfolio

BASIC MATERIALS - 4%
Compass Minerals CMP 4%
CONSUMER DISCRETIONARY - 12%
Wal-Mart WMT 4%
General Motors GM 4%
Cracker Barrel Restaurants CBRL 4%
CONSUMER STAPLES - 12%
P&G PG 4%
Archer Daniel Midland ADM 4%
Petmed Express PETS 4%
FINANCIALS - 10%
Travelers Insurance TRV 5%
Canadian Imperial Bank CM 5%
HEALTHCARE - 10%
Johnson & Johnson JNJ 5%
Merck MRK 5%
INDUSTRIALS - 10%
3M MMM 5%
Emerson Electric EMR 5%
REAL ESTATE - 15%
Omega Healthcare Invest OHI 5%
STAG Industrial STAG 5%
W.P. Carey WPC 5%
TECH/COMMUNICATIONS - 13 %
Apple AAPL 4%
AT & T T 5%
Microsoft MSFT 4%
UTILITIES - 6%
Artesian Resources Corporation ARTNA 3%
PPL Corp PPL 3%
BONDS & INCOME - 8%
iShares iBoxx $ High Yield Corporate Bd HYG 2%
iShares iBoxx $ Invst Grade Crp Bond LQD 2%
iShares 20+ Year Treasury Bond TLT 2%
iShares S&P US Pref Stock Idx PFF 2%
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