Monthly Investment Plan Now Down to Just Five Stocks

During my last monthly investment update, I stated that I would eliminate OMC once the current price is above my average cost. That has happened, so I have now winnowed my DSPP monthly investments to a lean portfolio of just 5 stocks:

Ticker	Rating	DGI	Shiller PE	Yield	Payout Ratio	Monthly Invest	Sector	Sector Total	Sector Percent
RLI	D	A	25.64	1.22%	0.31	$200.00	Financial	$400.00	40.00%
TSS	D	D	51.30	0.57%	0.29	$200.00
AYI	D	D	26.42	0.44%	0.12	$200.00	Technology	$200.00	20.00%
VMI	D	D	16.70	1.29%	0.21	$200.00	Industrial	$200.00	20.00%
YORW	D	B	35.59	2.13%	0.76	$200.00	Utility	$200.00	20.00%
Total			31.13	1.13%	0.35	$1,000.00		$1,000.00	100.00%
Rating	$	%			DGI	$	%
A	$0	0%			A	$200.00	20%
B	$0	0%			B	$200.00	20%
C	$0	0%			C	$0.00	0%
D	$1,000	100%			D	$600.00	60%
Total	$1,000	100%			Total	$1,000.00	100%
Rating is based on Morningstar as follows:
A=Wide Moat; B=Narrow Moat; C=No Moat; D=Not rated by Morningstar
+=Exemplary; [blank]=Standard; -=Poor stewardship
1=Low; 2=Medium; 3=High; 4=Very High uncertainty
DGI (Dividend Growth Investing) as follows:
A=25+ years of higher dividends;
B=10-24 years of higher dividends;
C=5-9 years of higher dividends;
D= less than 5 years of higher dividends.

Income & Expenses For September 2018

Since 2014, I have been tracking my monthly income and expenses. You can see a breakdown of every penny I earn and spend. For perspective, this budget is for a household of two in a small US city. By documenting my journey, I aim to demonstrate the feasibility of saving a significant portion of your income and provide some ideas and inspiration for your own budget.

Below are my income and expenses for September 2018. You can see all my monthly budgets here.