Home Depot (HD), is a home improvement retailer for the housing sector and is a buy for the dividend growth and total return growth investor. The management of HD is good and has continued to grow the business by using its cash to increase dividends and add to their existing store count while still having the cash to raise the dividend. Home Depot is 9.6% of The Good Business Portfolio being my IRA portfolio of good business companies that are balanced among all styles of investing. I normally trim a position when it gets to 8% of the portfolio but am pushing HD to 10% since the fundamentals look great. At 10% of the portfolio, HD will definitely be trimmed down to 9% of the portfolio.

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