Dividend Growth Portfolio: May 2018 Update

It has been about a year and a half since I retired and subsequently wrote my first Seeking Alpha article detailing my dividend growth portfolio. I had intended to write periodic articles detailing the portfolio updates and changes (as many other authors do here), but life events sidetracked me for a while. Rather than detail all the changes I've made, I'm just going to present the portfolio as it stands now.
In general, I have made many major adjustments to reduce my overweight allocation to the REIT sector (I was way heavy in REITs) and to achieve more balance and diversification. With this in mind, I'll list my current holdings by sector and then discuss a few recent investments I've made that will be more relevant for someone looking for investment ideas.
Note: I include a "New?" column for denoting which investments are new positions since my original portfolio. Also, the CCC column refers to the classification the stock garners in David Fish's CCC list for dividend growth stocks.
Consumer Discretionary - Overall Weight: 7.36%
New? Stock CCC Level Yield Weight Yes Amazon (AMZN) 1.5% General Motors (GM) 4.12% 0.9% Yes Hasbro (HAS) Contender 2.89% 0.8% Yes Home Depot (HD) Challenger 2.16% 0.8% Yes Lowe's (LOW) Champion 1.88% 0.7% McDonald's (MCD) Champion 2.44% 1.6% VF Corp. (VFC) Champion 2.36% 1.0%
I finally bit the bullet (20 years late) in Amazon. I just can't fight it anymore, and I see no end to its growth. It... Read more