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My Dividend Growth Portfolio - Q2 2018 Summary

Published Thu, 19 Jul 2018 19:20:37 -0400 on Seeking Alpha

Introduction It's time to summarize another quarter. This quarter came after a mediocre quarter for me. The first month was a direct continuation of the first quarter. My portfolio suffered from negative returns while the other two months made up for it. The total return in Q2 was 2.2%, which is lower than the S&P 500 which I use as my benchmark. While it's not my ultimate benchmark, I still compare my performance to the S&P 500 as it shows an alternative way of investing.
My main goal is to achieve a growing stream of dividends, which will give me some more financial freedom. My dividend income in Q2 2018 was 29% higher than the dividend income in Q2 2018 and 3.8% higher than Q1 2018. This is in line with my goals to achieve a 20% dividend income growth in 2018. Over the past quarter, I kept adding fresh funds, and the dividend growth so far is positively impacted by the tax cuts. The big banks have passed the stress tests and will increase their dividend payments substantially in this quarter. It will have a positive impact on my portfolio.
We have several topics that can make the markets volatile even though the corporations are showing strong reports. The first one is the trade war between the United States and the European Union and China. It may have an impact on the results in the medium term. Moreover, the summit between President Trump and President Putin also created some unrest among politicians from both parties. Some of them called for hearings... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
OMEGA HEALTHCARE INVESTORS 31.98   71.1 0.45 2.64 7.99
WP CAREY & CO 64.76   23.7 2.73 4.10 6.34
AT&T 32.50   6.3 5.13 2.00 6.17
MAGELLAN MIDSTREAM PARTNERS 64.60   17.1 3.77 3.83 5.86
VENTAS 55.34   15.9 3.48 3.16 5.73
PHILIP MORRIS INTERNATIONAL 87.52   21.2 4.12 4.56 5.46
SOUTHERN COMPANY 44.31   18.9 2.34 2.40 5.43
LAS VEGAS SANDS 57.36   12.0 4.79 3.00 5.37
ALTRIA GROUP 61.44   11.0 5.56 3.20 5.33
BP 44.13   20.8 2.12 2.44 5.30
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
DUKE ENERGY 80.13   20.3 3.95 3.71 4.64
DOMINION RESOURCES 72.23   15.2 4.74 3.34 4.62
REALTY INCOME 57.91   49.5 1.17 2.65 4.60
KINDER MORGAN 17.95   0.0 -0.18 0.80 4.56
GENERAL MILLS 44.37   12.3 3.60 1.96 4.55
KRAFT HEINZ 55.52   6.4 8.72 2.50 4.51
VERIZON COMM 54.65   7.2 7.56 2.41 4.49
IBM 145.12   23.4 6.20 6.28 4.46
ABBVIE 89.90   22.2 4.04 3.84 4.18
EXXON MOBIL 81.85   16.7 4.91 3.28 4.04
QUALCOMM 66.10   0.0 -2.86 2.48 3.86
CHEVRON 117.47   18.5 6.35 4.48 3.81
DIGITAL REALTY 107.28   109.5 0.98 4.04 3.76
KIMBERLY-CLARK 109.48   22.3 4.91 4.00 3.63
CARDINAL HEALTH 53.42   72.2 0.74 1.91 3.62
PROCTER & GAMBLE 80.24   21.9 3.66 2.87 3.54
PEPSICO 108.31   31.2 3.47 3.71 3.51
COCA-COLA 45.86   84.9 0.54 1.56 3.47
CARNIVAL 57.72   12.9 4.49 2.00 3.43
EATON 78.38   11.1 7.06 2.64 3.29
KELLOGG 69.65   13.8 5.06 2.24 3.26
WISCONSIN ENERGY 69.27   17.3 4.00 2.21 3.20
WELLS FARGO 53.10   12.1 4.39 1.72 3.20
VALERO ENERGY 103.74   10.0 10.38 3.20 3.08
PFIZER 43.78   11.7 3.73 1.36 3.06
JPMORGAN CHASE 109.83   13.6 8.07 3.20 3.01
TARGET 83.36   14.6 5.72 2.56 2.98
CISCO SYSTEMS 45.63   651.9 0.07 1.32 2.78
T. ROWE PRICE GROUP 102.66   15.9 6.47 2.80 2.78
3M 198.94   27.5 7.23 5.44 2.74
CVS CAREMARK 74.53   25.4 2.94 2.00 2.71
EMERSON ELECTRIC 71.42   21.8 3.27 1.94 2.70
JOHNSON & JOHNSON 139.46   278.9 0.50 3.60 2.69
AMERIPRISE FINANCIAL 134.00   11.7 11.43 3.60 2.63
NEXTERA ENERGY 171.57   9.9 17.30 4.44 2.59
CITIGROUP 68.62   0.0 -2.11 1.80 2.58
STARBUCKS 58.63   18.4 3.19 1.44 2.49
MCDONALDS 166.77   24.5 6.81 4.64 2.47
CATERPILLAR 141.80   27.5 5.15 3.44 2.42
LOCKHEED MARTIN 328.00   36.2 9.06 8.80 2.37
AFLAC 43.82   7.5 5.86 1.04 2.36
ROYAL CARIBBEAN CRUISES 116.63   14.5 8.04 2.80 2.30
WAL-MART STORES 96.17   55.3 1.74 2.08 2.17
UNITED TECHNOLOGIES 130.07   20.5 6.35 2.94 2.15
BANK OF AMERICA 28.25   13.4 2.11 0.60 2.10
UNION PACIFIC 149.89   10.4 14.41 3.20 2.10
MEDTRONIC 95.92   41.5 2.31 2.00 2.07
VF CORP 87.09   49.2 1.77 1.84 2.05
GENERAL DYNAMICS 193.84   19.6 9.89 3.72 1.93
NORFOLK SOUTHERN 169.00   8.5 19.97 3.20 1.89
ABBOTT LABORATORIES 70.23   140.5 0.50 1.12 1.63
WALT DISNEY 116.18   14.6 7.94 1.68 1.45
APPLE 216.02   19.6 11.03 2.92 1.31
BECTON DICKINSON 238.31   102.7 2.32 3.00 1.24
NIKE 74.99   60.0 1.25 0.80 1.05
VISA 139.29   34.1 4.08 0.84 0.59
GOOGLE 1088.11   47.1 23.09 0.00 0.00

OMEGA HEALTHCARE INVESTORS - OHI
OMEGA HEALTHCARE INVESTORS - OHI  


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