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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
MONROE CAPITAL 14.37   16.2 0.89 1.40 9.88
HERCULES TECH GROWTH CAP 12.65   13.8 0.92 1.24 9.76
MFA FINANCIAL 8.75   11.2 0.78 0.80 9.14
AT&T 36.23   17.1 2.12 1.96 5.49
FORD MOTOR 12.27   12.9 0.95 0.60 4.98
PFIZER 36.20   26.6 1.36 1.28 3.52
DISCOVER FINANCIAL SERVICES 64.66   11.2 5.79 1.40 2.19
APPLE 160.47   18.2 8.80 2.52 1.61

MONROE CAPITAL - MRCC
MONROE CAPITAL - MRCC  


Older articles featuring Monroe Capital (MRCC):
Solid BDC Yielding 10% With Upside Potential, Insiders Are Buying
My 86 Stock Portfolio Review- Q3 Dividends UP 16.8% From 2016
The Q3 2017 High-Yield RIC Portfolio Update
High-Yield Income At 9.8%, BDCs Decline And mREITs Rise: Q3 2017 50/50 Portfolio Update
WER Portfolio Update: Trades In Oil And Gas, High Yield, Solar And Even A Grocery Store
Fifth Street Runs Away With Financial Service Gains Estimate For August Dividend Dogs
Sweet And Spicy Update Of 16 Equity REIT And 7 BDC And mREITs Carrying 6.8% Average Income Yield
My 84 Stock Portfolio First Half 2017 Report: Dividends Up 20.2% And When They Arrive
Search For Yield: Bond Funds Or BDCs?
BDCs Are Heading Into Oversold Territory Providing Investors With 9.7% Average Dividend Yields

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