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Dividend Growth Portfolio Update

Published Mon, 16 Oct 2017 12:17:54 -0400 on Seeking Alpha

Portfolio Update A previous posting, "Buying Stocks For A Dividend Growth Portfolio: Postscript A" SeekingAlpha, Sep. 21, 2017 (Buying Stocks For A Dividend Growth Portfolio: Postscript A), presented the portfolio as of the beginning of September. It then went on to discuss a number of portfolio adjustments designed to simplify the portfolio and increase the dividend flow. The adjustments discussed in that posting occurred much faster than was anticipated.
Ignoring one covered call that is still outstanding and will expire on October 20, the portfolio has been simplified by reducing the total number of stocks from 40 to 36. A number of small positions were eliminated, and industry composition was changed slightly. More importantly, the dollar dividend flow was increased. That was done by using the proceeds from the sale of the positions that were eliminated and some of the dividend flow from the portfolio to expand some of the positions in higher-yielding stocks. The current portfolio composition is shown below. As was done in the previous postings addressing the total portfolio, both the portion of the portfolio value and the portion of the dividend flow generated by the portfolio are shown.
% of the
% of the
STOCK
Portfolio's
Dividend
TICKER
Value
Flow
PAAS
0.68%
0.13%
GG
0.63%
0.13%
ENB
0.51%
0.81%
UTX
0.96%
0.81%
UPS
0.91%
0.87%
LMT
1.20%
0.97%
QCOM
... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
ENBRIDGE 36.99   23.0 1.61 2.21 5.87
TRANSCANADA 48.35   15.2 3.19 2.24 4.57
VERIZON COMM 58.87   15.2 3.88 2.41 4.05
TORONTO-DOMINION BANK 56.01   12.1 4.64 2.22 4.00
NATIONAL RETAIL PROPERTIES 53.60   36.0 1.49 2.00 3.78
GENERAL MILLS 53.43   21.0 2.55 1.96 3.74
METLIFE 48.13   9.4 5.15 1.76 3.70
JPMORGAN CHASE 108.64   11.7 9.26 3.20 2.86
JOHNSON & JOHNSON 139.79   25.9 5.40 3.80 2.61
MCDONALDS 198.97   26.4 7.54 4.64 2.32
WAL-MART STORES 101.86   35.2 2.89 2.12 2.10

ENBRIDGE - ENB
ENBRIDGE - ENB  


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