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November Dividend Income Report

Published Wed, 05 Dec 2018 07:57:38 -0500 on Seeking Alpha

In September 2017, I received slightly over $100K as a result of the commuted value of my pension plan. I decided to invest 100% of this money into dividend growth stocks. Each month, I publish my results. I don't do this to brag, I do this to show you it's possible to build a portfolio during an all-time high market. The market will crash… eventually. In the meantime, I rather cash some juicy dividends!
Portfolio Holdings I've been reading lots of negative headlines recently. Lowe's (NYSE: LOW) closed stores, Bombardier (BBD.A.TO) (OTCQX:BDRAF) (OTCQX:BDRBF) and General Motors (NYSE: GM) have gone through massive lay-offs and a bunch of companies have declared dividend cuts (BUD, LB, OMI, GE, BPL and so on…). Over the past 3 months, stock markets haven't been very kind to investors either:

Source: Ycharts
I admit that my own account has shown stronger numbers a few months ago. But still, I really don't understand the wind of panic. When you have a strong investment process in place, you are always better off to ignore the noise and keep your money where it works best; in the market. It's even better when you are a dividend growth investor; you get paid to wait! Let's take a look at what November had in store for me.
Numbers are as at December 1st, 2018:
Canadian portfolio (CAD)
Company Name
Market Value
Alimentation Couche-Tard
... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
ENBRIDGE 34.70   43.4 0.80 2.17 5.93
LAZARD 37.62   15.3 2.46 1.76 4.77
ROYAL BANK OF CANADA 73.32   11.2 6.52 2.88 4.17
UNITED PARCEL SERVICE 97.56   15.6 6.26 3.64 3.72
TEXAS INSTRUMENTS 97.63   20.9 4.67 3.08 3.12
HASBRO 87.75   54.8 1.60 2.52 2.90
MAGNA INTERNATIONAL 45.45   6.7 6.75 1.32 2.90
HONEYWELL INTERNATIONAL 133.26   38.1 3.50 3.28 2.44
STARBUCKS 63.37   19.7 3.21 1.44 2.26
GENTEX 22.07   13.1 1.68 0.44 1.99
APPLE 153.07   12.9 11.87 2.92 1.92
MICROSOFT 102.05   42.3 2.41 1.84 1.79
WALT DISNEY 112.65   13.5 8.36 1.76 1.56
CAE 19.75   19.4 1.02 0.30 1.53
VISA 137.34   31.1 4.41 1.00 0.72


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