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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 8.04   10.3 0.78 0.80 10.00
MONROE CAPITAL 16.09   10.2 1.58 1.40 8.76
HERCULES TECH GROWTH CAP 15.12   16.4 0.92 1.24 8.04
FORD MOTOR 12.47   10.9 1.14 0.60 4.74
AT&T 42.36   20.3 2.09 1.96 4.71
PFIZER 34.26   29.5 1.16 1.28 3.81
DISCOVER FINANCIAL SERVICES 71.22   12.3 5.78 1.20 1.69
APPLE 136.66   16.4 8.35 2.28 1.66

MFA FINANCIAL - MFA  


Older articles featuring Mfa Financial (MFA):
Fourth Portfolio Review - 'The Accelerated Dividend Portfolio'
MFA Financial, Inc.: High Yield Dividend Investors Should Consider This mREIT Stalwart
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High-Yield And High Return? Not Necessarily
Stocks Trading Ex-Dividend on 9/26/2016
Stocks Trading Ex-Dividend on 6/24/2016
Annaly Capital's BV, Valuation, And Dividend Compared To 17 mREIT Peers (Post Q1 2016 Earnings) - Part 1
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Annaly Capital's BV, Dividend, And Valuation Compared To 19 mREIT Peers (Post Q4 2015 Earnings) - Part 2

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