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My Dividend Growth Portfolio - Q4 2018 Summary

Published Wed, 02 Jan 2019 08:53:52 -0500 on Seeking Alpha

Introduction
It's time to summarize another quarter, and another year. The last quarter was extremely volatile in the stock market. It started with new highs, continued with sharp declines and ended a little higher than the lows. I don't believe that this was such an extreme scenario. I believe that we as investors got used to the low volatility and forgot how it feels when the stock market is being volatile. Up until the last quarter I was lagging the S&P 500 when it comes to my portfolio's return. Due to the conservative portfolio that I have, I managed to get through Q4 with less losses. My return in 2018 was -6.8% compared to the S&P 500 return of -6.24%. 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. In 2018, my dividend income rose by 27%. The future income for 2019 is forecasted to be at least 11% higher than the income received in 2018. I hope to eventually achieve a 25% dividend income growth in 2018. In order to achieve it, I will need to add more funds to the portfolio, and 6%-7% overall dividend growth. This is a more ambitious goal than I had last year. Since I crushed my goal last year, I decided to be more aggressive.
There are many reasons to believe that 2019 will be volatile as well. We have a dividend congress that may cause additional... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
OMEGA HEALTHCARE INVESTORS 37.33   26.7 1.40 2.64 7.14
AT&T 30.77   10.7 2.87 2.04 6.57
MAGELLAN MIDSTREAM PARTNERS 60.57   10.4 5.83 3.99 6.50
ENTERPRISE PRODUCTS 29.11   15.2 1.91 1.74 5.98
ALTRIA GROUP 56.55   15.4 3.68 3.20 5.72
BP 43.53   15.5 2.81 2.44 5.55
ABBVIE 79.51   22.2 3.58 4.28 5.37
WP CAREY & CO 77.93   23.3 3.34 4.13 5.30
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
LAS VEGAS SANDS 59.28   19.4 3.05 3.08 5.17
PHILIP MORRIS INTERNATIONAL 88.27   17.4 5.08 4.56 5.00
KRAFT HEINZ 32.50   0.0 -8.40 1.60 4.96
VENTAS 64.70   57.3 1.13 3.17 4.94
DOMINION RESOURCES 75.94   20.4 3.73 3.67 4.86
SOUTHERN COMPANY 52.05   23.8 2.19 2.40 4.63
IBM 139.18   14.6 9.51 6.28 4.50
QUALCOMM 56.64   35.8 1.58 2.48 4.36
VALERO ENERGY 85.48   11.7 7.30 3.60 4.25
DUKE ENERGY 90.77   24.2 3.75 3.71 4.09
EXXON MOBIL 79.92   16.4 4.88 3.28 4.08
VERIZON COMM 60.08   15.9 3.77 2.41 4.03
KINDER MORGAN 20.13   30.5 0.66 0.80 4.02
KELLOGG 56.67   14.8 3.83 2.24 3.95
CARDINAL HEALTH 47.56   0.0 -0.08 1.91 3.92
CHEVRON 122.89   15.9 7.74 4.76 3.87
GENERAL MILLS 51.09   20.0 2.55 1.96 3.86
REALTY INCOME 73.25   58.1 1.26 2.71 3.73
WELLS FARGO 48.08   10.8 4.44 1.80 3.73
DIGITAL REALTY 117.70   96.5 1.22 4.32 3.63
EATON 78.96   16.1 4.90 2.84 3.59
CVS CAREMARK 54.95   0.0 -0.55 2.00 3.57
CARNIVAL 56.65   12.8 4.44 2.00 3.54
COCA-COLA 46.03   30.7 1.50 1.60 3.48
PFIZER 41.89   22.5 1.86 1.44 3.44
KIMBERLY-CLARK 121.91   30.2 4.03 4.12 3.38
ARCHER-DANIELS-MIDLAND 42.35   13.2 3.20 1.40 3.28
TARGET 78.53   14.2 5.51 2.56 3.27
JPMORGAN CHASE 98.93   11.0 8.98 3.20 3.21
T. ROWE PRICE GROUP 98.22   13.6 7.25 3.04 3.08
PEPSICO 120.85   13.7 8.80 3.71 3.07
LOCKHEED MARTIN 294.12   16.7 17.60 8.80 2.99
WISCONSIN ENERGY 79.54   23.7 3.35 2.36 2.97
CITIGROUP 60.33   9.0 6.68 1.80 2.95
EMERSON ELECTRIC 66.48   18.5 3.59 1.96 2.93
AMERIPRISE FINANCIAL 123.80   8.7 14.20 3.60 2.90
PROCTER & GAMBLE 101.96   24.8 4.11 2.87 2.82
3M 203.21   22.8 8.90 5.76 2.81
TEXAS INSTRUMENTS 107.11   19.1 5.60 3.08 2.81
CATERPILLAR 131.38   12.9 10.22 3.44 2.65
JOHNSON & JOHNSON 136.61   24.4 5.61 3.60 2.63
NEXTERA ENERGY 193.61   13.9 13.95 5.00 2.58
CISCO SYSTEMS 52.73   19.0 2.77 1.40 2.50
MCDONALDS 185.72   24.6 7.54 4.64 2.48
VF CORP 84.51   24.5 3.45 2.04 2.44
ROYAL CARIBBEAN CRUISES 114.50   13.4 8.57 2.80 2.42
UNITED TECHNOLOGIES 125.40   19.2 6.55 2.94 2.35
BOEING 370.46   20.7 17.88 8.22 2.27
GENERAL DYNAMICS 166.62   14.9 11.19 4.08 2.24
BANK OF AMERICA 26.84   10.3 2.61 0.60 2.22
MEDTRONIC 90.62   25.0 3.62 2.00 2.21
UNION PACIFIC 161.50   20.4 7.93 3.52 2.19
AFLAC 49.52   13.2 3.76 1.08 2.18
WAL-MART STORES 98.17   43.1 2.28 2.12 2.16
STARBUCKS 72.30   32.1 2.25 1.44 2.00
NORFOLK SOUTHERN 179.81   18.9 9.52 3.44 1.93
ABBOTT LABORATORIES 78.23   58.8 1.33 1.28 1.64
WALT DISNEY 107.79   14.8 7.31 1.76 1.63
MICROSOFT 117.66   27.3 4.31 1.84 1.57
APPLE 188.74   15.5 12.16 2.92 1.53
BECTON DICKINSON 241.25   74.2 3.25 3.08 1.28
NIKE 82.33   32.2 2.56 0.88 1.07
VISA 153.03   33.0 4.64 1.00 0.65
GOOGLE 1193.00   27.3 43.70 0.00 0.00

OMEGA HEALTHCARE INVESTORS - OHI
OMEGA HEALTHCARE INVESTORS - OHI  


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