Dividend-News

Daily dividend news for investors in dividend stocks


Third Portfolio Review - 'The Accelerated Dividend Portfolio'

Published Mon, 30 Jan 2017 01:30:12 -0500 on Seeking Alpha

Over two years ago I started to think about income streams I'll want for retirement and undertook a plan of building a "starter" dividend portfolio in my Fidelity 401(k) account.
Strategy
- Use 30% of my 401(k) balance to build my dividend portfolio with the anticipation of gaining greater knowledge and wisdom ahead of going "all in" down the road.
- Attempt to quickly build my portfolio with high-quality, high-yielding dividend companies and then reinvest those dividends - along with a percentage of my biweekly 401(k) contributions - to buy into high-quality companies that currently pay a decent dividend and have prospects for future dividend growth as well.
Ultimate Goal
- The ultimate goal as a retiree is to utilize the dividend income while preserving as much of my 401(k) capital as possible.
Current Portfolio Composition
Company Ticker Symbol Current % of Holdings YOC Current Total Return Monroe Capital Corporation (Nasdaq: MRCC) 26.61% 9.64% 23.13% Discover Financial Services (NYSE: DFS) 15.92% 1.91% 13.68% Hercules Capital, Inc. (Nasdaq: HTGC) 11.63% 8.37% 13.43% Pfizer Inc. (NYSE: PFE) 10.86% 3.99% 1.44% Apple Inc. (Nasdaq: AAPL) 9.82% 2.46% 32.30% MFA Financial, Inc. (NYSE: MFA) 10.88% 11.54% 23.34% First Busey Corporation (Nasdaq: BUSE) 4.64% 3.59% 57.50% Ford (NYSE: F) 4.32% 4.67% -1.32% AT&T (NYSE: T) 4.84% 5.06% 12.20% Cash
0.48%
Trades Since Last Month's Update - One
I averaged down on Ford by... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
MFA FINANCIAL 7.12   9.0 0.79 0.80 10.82
MONROE CAPITAL 12.83   13.2 0.97 1.40 10.74
HERCULES TECH GROWTH CAP 12.05   12.7 0.95 1.24 10.11
FORD MOTOR 10.61   5.6 1.90 0.60 5.51
AT&T 36.30   7.6 4.76 2.00 5.34
PFIZER 36.31   10.3 3.51 1.36 3.67
DISCOVER FINANCIAL SERVICES 78.83   14.6 5.41 1.40 1.74
APPLE 178.12   18.3 9.73 2.52 1.41

MFA FINANCIAL - MFA
MFA FINANCIAL - MFA  


Older articles featuring Mfa Financial (MFA):
Fat Dividend Yields To Beef Up Your Portfolio In 2018
Buy Good Dividend Stocks, Not Failures
Q1 2018 Review: 10% Yield Bull Or Bear (BDC, mREIT) Portfolio
Looking For Dividend Growth Stocks?
70 Top-Targeted Dividend Equities Find Colony NorthStar As Broker Feb Fave
Top 50 Real Estate Stocks Fetch Up To 19.7% Yields & 75.29% Net Gains To January 2019
10% High-Yield Portfolio 2017 Final Results (BDC And mREIT), 50/50 Allocation
Seventh Portfolio Review - 'The Accelerated Dividend Portfolio'
7.5% Dividend Yielding Preferred Share Keeps Dropping To A Buy
High Yield Dividend Stocks Are Equity Junk Bonds

More