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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 31.18   80.0 0.39 2.64 8.77
WP CAREY & CO 65.55   25.0 2.62 4.08 6.21
AT&T 32.49   6.3 5.13 2.00 6.17
BP 41.53   19.6 2.12 2.46 5.76
PHILIP MORRIS INTERNATIONAL 83.41   20.2 4.12 4.56 5.57
VENTAS 58.00   16.7 3.48 3.16 5.56
MAGELLAN MIDSTREAM PARTNERS 70.44   18.7 3.77 3.83 5.31
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
SOUTHERN COMPANY 46.72   20.0 2.34 2.40 5.20
DOMINION RESOURCES 69.82   14.7 4.74 3.34 4.72
ALTRIA GROUP 59.22   10.6 5.56 2.80 4.70
REALTY INCOME 56.51   48.3 1.17 2.64 4.62
VERIZON COMM 52.87   7.0 7.56 2.36 4.50
DUKE ENERGY 80.89   20.5 3.95 3.71 4.43
LAS VEGAS SANDS 66.72   13.9 4.79 3.00 4.42
IBM 143.91   23.2 6.20 6.28 4.40
KINDER MORGAN 17.95   0.0 -0.18 0.80 4.40
KRAFT HEINZ 60.03   6.6 9.04 2.50 4.20
GENERAL MILLS 47.10   12.9 3.64 1.96 4.15
EXXON MOBIL 79.42   16.2 4.91 3.28 4.06
ABBVIE 93.73   23.2 4.04 3.84 3.96
CARDINAL HEALTH 48.40   65.4 0.74 1.91 3.89
QUALCOMM 65.77   0.0 -2.86 2.48 3.79
CHEVRON 122.44   19.3 6.35 4.48 3.63
KIMBERLY-CLARK 116.46   23.7 4.91 4.00 3.60
PROCTER & GAMBLE 81.31   22.2 3.66 2.87 3.52
CARNIVAL 58.60   15.0 3.91 2.00 3.42
COCA-COLA 46.08   85.3 0.54 1.56 3.40
DIGITAL REALTY 121.50   124.0 0.98 4.04 3.34
PFIZER 40.71   10.9 3.73 1.36 3.32
WISCONSIN ENERGY 66.75   16.7 4.00 2.21 3.29
EATON 80.12   11.4 7.06 2.64 3.28
PEPSICO 116.30   36.2 3.21 3.71 3.27
CISCO SYSTEMS 43.78   0.0 -0.26 1.32 3.02
KELLOGG 72.70   14.4 5.06 2.24 3.02
TARGET 82.68   15.2 5.45 2.56 3.00
CVS CAREMARK 71.64   24.4 2.94 2.00 2.88
STARBUCKS 52.75   16.5 3.19 1.44 2.78
VALERO ENERGY 115.38   11.1 10.38 3.20 2.74
JOHNSON & JOHNSON 132.02   307.0 0.43 3.60 2.73
3M 201.39   27.8 7.23 5.44 2.72
WELLS FARGO 58.05   14.2 4.10 1.72 2.64
AMERIPRISE FINANCIAL 138.66   12.1 11.43 3.60 2.63
EMERSON ELECTRIC 73.96   22.6 3.27 1.94 2.61
NEXTERA ENERGY 172.77   10.0 17.30 4.44 2.59
CITIGROUP 69.16   0.0 -2.42 1.80 2.56
LOCKHEED MARTIN 317.70   35.1 9.06 8.00 2.55
MCDONALDS 158.14   23.2 6.81 4.04 2.55
CATERPILLAR 135.02   26.2 5.15 3.44 2.53
T. ROWE PRICE GROUP 116.32   18.0 6.47 2.80 2.38
WAL-MART STORES 90.18   30.2 2.99 2.08 2.31
AFLAC 46.29   7.9 5.86 1.04 2.25
MEDTRONIC 90.85   40.2 2.26 2.00 2.21
ROYAL CARIBBEAN CRUISES 112.42   14.0 8.04 2.40 2.18
UNITED TECHNOLOGIES 134.49   21.2 6.35 2.80 2.09
VF CORP 92.33   52.2 1.77 1.84 1.98
UNION PACIFIC 148.98   10.3 14.41 3.20 1.96
GENERAL DYNAMICS 191.84   19.4 9.89 3.72 1.94
JPMORGAN CHASE 113.89   15.2 7.49 2.24 1.94
NORFOLK SOUTHERN 171.12   8.6 19.97 3.20 1.86
ABBOTT LABORATORIES 64.03   128.1 0.50 1.12 1.73
BANK OF AMERICA 31.60   16.4 1.93 0.60 1.52
WALT DISNEY 116.56   15.5 7.50 1.68 1.47
APPLE 213.32   19.3 11.03 2.92 1.39
BECTON DICKINSON 249.33   107.5 2.32 3.00 1.19
NIKE 80.14   69.7 1.15 0.80 0.99
VISA 139.92   34.3 4.08 0.84 0.60
GOOGLE 1206.49   52.2 23.09 0.00 0.00

OMEGA HEALTHCARE INVESTORS - OHI
OMEGA HEALTHCARE INVESTORS - OHI  


Older articles featuring Omega Healthcare Investors (OHI):
How To Increase Dividend Safety And Maintain Dividend Payments
Dividend Portfolio Review: Busy Earnings Season, Heavy Buying, Growing Dividends
Reducing Risk In High-Yield Income Strategies
The Rose 93 Stock July Portfolio Update: Delightful Spicy Dividends Up 60.2% From 2017
5%+ Dividend Yield Portfolio: Sticking To The Plan (July 2018 Review)
In Case Omega Healthcare Investors Cuts Its Dividend
Omega Healthcare: Why The Dividend Will Be Cut
31 Dividend Increases: July 16-20, 2018 (Part 2: Non-Financials)
Is This 5.3% Healthcare Yield A Worthy Buy
Omega Healthcare: Our Top-Ranked REIT Has A Secure 8.5% Dividend Yield

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