Dividend-News

Daily dividend news for investors in dividend stocks


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 37.17   26.6 1.40 2.64 7.37
AT&T 31.07   10.8 2.87 2.04 6.69
MAGELLAN MIDSTREAM PARTNERS 62.08   10.6 5.83 3.99 6.50
ALTRIA GROUP 55.92   15.2 3.68 3.20 5.74
BP 43.95   15.6 2.81 2.44 5.48
WP CAREY & CO 77.91   23.3 3.34 4.13 5.38
ABBVIE 79.76   22.3 3.58 4.28 5.32
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
LAS VEGAS SANDS 61.20   20.1 3.05 3.08 5.19
VENTAS 63.71   56.4 1.13 3.17 5.19
PHILIP MORRIS INTERNATIONAL 91.91   18.1 5.08 4.56 5.04
KRAFT HEINZ 32.29   0.0 -8.40 1.60 5.00
DOMINION RESOURCES 75.52   20.2 3.73 3.67 4.90
SOUTHERN COMPANY 51.57   23.6 2.19 2.40 4.71
IBM 141.44   14.9 9.51 6.28 4.47
QUALCOMM 56.82   36.0 1.58 2.48 4.34
VERIZON COMM 58.29   15.5 3.77 2.41 4.19
VALERO ENERGY 86.38   11.8 7.30 3.60 4.17
DUKE ENERGY 90.70   24.2 3.75 3.71 4.15
GENERAL MILLS 50.04   19.6 2.55 1.96 4.15
KELLOGG 56.48   14.8 3.83 2.24 4.12
EXXON MOBIL 80.48   16.5 4.88 3.28 4.03
KINDER MORGAN 20.42   30.9 0.66 0.80 3.99
CARDINAL HEALTH 48.64   0.0 -0.08 1.91 3.86
REALTY INCOME 72.47   57.5 1.26 2.71 3.86
CHEVRON 123.09   15.9 7.74 4.76 3.82
DIGITAL REALTY 119.12   97.6 1.22 4.32 3.71
CVS CAREMARK 56.04   0.0 -0.55 2.00 3.56
CARNIVAL 56.42   12.7 4.44 2.00 3.54
COCA-COLA 45.93   30.6 1.50 1.60 3.51
EATON 79.02   16.1 4.90 2.84 3.50
WELLS FARGO 49.86   11.2 4.44 1.80 3.50
KIMBERLY-CLARK 121.46   30.1 4.03 4.12 3.44
PFIZER 42.35   22.8 1.86 1.44 3.40
TARGET 79.49   14.4 5.51 2.56 3.26
PEPSICO 119.44   13.6 8.80 3.71 3.14
WISCONSIN ENERGY 78.77   23.5 3.35 2.36 3.04
T. ROWE PRICE GROUP 98.76   13.6 7.25 3.04 3.01
JPMORGAN CHASE 102.87   11.5 8.98 3.20 3.00
LOCKHEED MARTIN 299.01   17.0 17.60 8.80 2.97
EMERSON ELECTRIC 66.86   18.6 3.59 1.96 2.87
PROCTER & GAMBLE 102.49   24.9 4.11 2.87 2.82
CITIGROUP 60.98   9.1 6.68 1.80 2.80
AMERIPRISE FINANCIAL 124.13   8.7 14.20 3.60 2.79
3M 204.66   23.0 8.90 5.76 2.77
NEXTERA ENERGY 191.91   13.8 13.95 5.00 2.65
JOHNSON & JOHNSON 138.10   24.6 5.61 3.60 2.60
CATERPILLAR 129.77   12.7 10.22 3.44 2.59
MCDONALDS 186.37   24.7 7.54 4.64 2.53
CISCO SYSTEMS 52.74   19.0 2.77 1.40 2.48
ROYAL CARIBBEAN CRUISES 117.77   13.7 8.57 2.80 2.38
VF CORP 85.84   24.9 3.45 2.04 2.36
UNITED TECHNOLOGIES 126.88   19.4 6.55 2.94 2.32
UNION PACIFIC 162.61   20.5 7.93 3.52 2.19
AFLAC 49.46   13.2 3.76 1.08 2.18
GENERAL DYNAMICS 169.83   15.2 11.19 4.08 2.18
MEDTRONIC 92.10   25.4 3.62 2.00 2.16
WAL-MART STORES 99.06   43.4 2.28 2.12 2.12
BANK OF AMERICA 27.01   10.4 2.61 0.60 2.10
STARBUCKS 71.96   32.0 2.25 1.44 2.01
NORFOLK SOUTHERN 180.61   19.0 9.52 3.44 1.92
ABBOTT LABORATORIES 77.97   58.6 1.33 1.28 1.60
WALT DISNEY 108.66   14.9 7.31 1.76 1.60
APPLE 191.05   15.7 12.16 2.92 1.55
BECTON DICKINSON 240.12   73.9 3.25 3.08 1.27
NIKE 88.01   67.2 1.31 0.88 1.00
VISA 155.80   33.6 4.64 1.00 0.65
GOOGLE 1205.50   27.6 43.70 0.00 0.00

OMEGA HEALTHCARE INVESTORS - OHI
OMEGA HEALTHCARE INVESTORS - OHI  


Older articles featuring Omega Healthcare Investors (OHI):
5 High-Yield Dividend Stocks Yielding Up to 8.3%
100 Dividend Achievers Flaunt March Yields, Gains, And Upsides
Dividends And More: Motorhome Retirement February Update
Dividend Growth Investing, Or Quality Growth Investing
How To Monitor Your Dividend Growth Portfolio
Digital Realty Trust: A Growing Computer Infrastructure REIT With A Dividend Increase In March
Medical Properties Trust: High-Yield, Recession-Proof REIT Set For +10% Annual Returns For Years To Come
The Most Undervalued And Overvalued Dividend Contenders - February 2019
Dividend Portfolio Review: 22% Y/Y Growth In January
5%+ Dividend Yield Portfolio: Profiting Handsomely From Volatility (Jan 2019 Review)

More