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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 37.19   26.6 1.40 2.64 7.08
AT&T 31.24   5.9 5.29 2.00 6.57
MAGELLAN MIDSTREAM PARTNERS 61.47   11.2 5.50 3.91 6.46
BP 39.29   15.2 2.59 2.44 6.24
ALTRIA GROUP 53.92   9.6 5.62 3.20 5.93
WP CAREY & CO 70.53   26.1 2.70 4.12 5.81
LAS VEGAS SANDS 55.43   11.6 4.80 3.00 5.61
PHILIP MORRIS INTERNATIONAL 84.22   19.6 4.29 4.56 5.39
IBM 120.89   19.4 6.22 6.28 5.26
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
KRAFT HEINZ 48.47   5.7 8.46 2.50 5.17
GENERAL MILLS 38.56   10.7 3.60 1.96 5.09
SOUTHERN COMPANY 47.55   19.7 2.41 2.40 5.05
KINDER MORGAN 16.23   0.0 -0.02 0.80 4.99
VENTAS 62.40   30.4 2.05 3.17 4.87
DOMINION RESOURCES 76.05   15.2 5.01 3.34 4.38
VALERO ENERGY 73.46   7.0 10.48 3.20 4.37
ABBVIE 87.71   18.1 4.84 4.28 4.36
QUALCOMM 57.72   0.0 -3.32 2.48 4.33
EXXON MOBIL 76.02   14.0 5.44 3.28 4.29
VERIZON COMM 58.85   7.5 7.86 2.41 4.18
DUKE ENERGY 90.90   22.2 4.10 3.71 4.09
REALTY INCOME 66.30   55.7 1.19 2.65 4.01
CHEVRON 115.94   15.6 7.43 4.48 3.88
TARGET 66.68   11.1 6.01 2.56 3.83
KELLOGG 61.05   11.5 5.30 2.24 3.68
WELLS FARGO 47.03   10.7 4.39 1.72 3.60
CARNIVAL 56.59   12.6 4.49 2.00 3.57
CARDINAL HEALTH 52.39   22.6 2.32 1.91 3.56
KIMBERLY-CLARK 113.69   24.7 4.60 4.00 3.52
EATON 76.01   15.6 4.87 2.64 3.50
DIGITAL REALTY 115.36   86.7 1.33 4.04 3.46
AMERIPRISE FINANCIAL 112.17   9.6 11.62 3.60 3.23
JPMORGAN CHASE 101.12   12.5 8.07 3.20 3.19
EMERSON ELECTRIC 60.73   17.6 3.46 1.96 3.15
COCA-COLA 49.09   75.5 0.65 1.56 3.15
PEPSICO 115.82   33.4 3.47 3.71 3.15
WALT DISNEY 113.39   13.6 8.36 3.52 3.14
CITIGROUP 57.07   0.0 -2.11 1.80 3.08
LOCKHEED MARTIN 292.15   26.7 10.96 8.80 3.08
PROCTER & GAMBLE 96.49   25.3 3.82 2.87 3.05
T. ROWE PRICE GROUP 93.26   12.9 7.21 2.80 3.04
WISCONSIN ENERGY 74.96   18.5 4.06 2.36 2.95
PFIZER 45.99   11.6 3.95 1.36 2.94
CISCO SYSTEMS 47.47   131.9 0.36 1.32 2.80
CATERPILLAR 125.90   20.1 6.26 3.44 2.79
3M 199.81   26.7 7.48 5.44 2.74
CVS CAREMARK 74.50   24.5 3.04 2.00 2.73
ROYAL CARIBBEAN CRUISES 105.07   12.5 8.41 2.80 2.69
VF CORP 76.15   37.0 2.06 2.04 2.68
MCDONALDS 186.43   28.3 6.59 4.64 2.53
JOHNSON & JOHNSON 145.43   290.9 0.50 3.60 2.47
UNITED TECHNOLOGIES 119.25   19.2 6.22 2.94 2.47
AFLAC 45.75   7.6 6.04 1.04 2.44
BANK OF AMERICA 24.40   11.6 2.11 0.60 2.44
NEXTERA ENERGY 182.20   10.3 17.62 4.44 2.43
WAL-MART STORES 92.96   53.4 1.74 2.08 2.22
STARBUCKS 66.91   20.8 3.21 1.44 2.18
UNION PACIFIC 145.84   9.7 15.06 3.20 2.16
GENERAL DYNAMICS 167.38   16.4 10.22 3.72 2.15
MEDTRONIC 95.50   57.9 1.65 2.00 2.09
NORFOLK SOUTHERN 157.52   7.6 20.74 3.20 2.06
APPLE 170.95   14.4 11.87 2.92 1.73
ABBOTT LABORATORIES 71.84   149.7 0.48 1.12 1.60
BECTON DICKINSON 241.23   548.2 0.44 3.08 1.22
NIKE 72.93   58.3 1.25 0.88 1.20
VISA 137.54   31.2 4.41 1.00 0.73
GOOGLE 1061.90   40.0 26.58 0.00 0.00

OMEGA HEALTHCARE INVESTORS - OHI
OMEGA HEALTHCARE INVESTORS - OHI  


Older articles featuring Omega Healthcare Investors (OHI):
Portfolio Update: Stocks Getting Slammed As Dividends Shine Bright
3 Top Healthcare Dividend Stocks for 2019
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John's October Dividend Increases And Income Tracker - Retirement Accounts
Dividend Sensei's Portfolio Update 62: Why I Bought $15,000 Worth Of 7.2% Yielding Brookfield Property Partners
5%+ Dividend Yield Portfolio: Profiting From A Return To Normal (October 2018 Review)
Dividend Sensei's Portfolio Update 61: 3 Reasons We Live In The Golden Age Of Investing
Road To Financial Independence: Growing Dividends, Endless Opportunities But Limited Capital
5%+ Dividend Yield Portfolio: Playing Offense, Not Running Scared (October 2018 Review)
Dividend Increases: October 22-26, 2018 (Part 1: Financials And Real Estate Sectors)

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