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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 37.36   28.3 1.32 2.64 7.18
ALTRIA GROUP 50.53   15.4 3.28 3.20 6.47
ABBVIE 68.54   19.6 3.49 4.28 6.26
BP 39.23   13.3 2.94 2.44 6.21
AT&T 32.79   12.2 2.68 2.04 6.13
MAGELLAN MIDSTREAM PARTNERS 65.30   11.2 5.82 4.02 6.08
ENTERPRISE PRODUCTS 30.20   14.6 2.07 1.76 5.81
PHILIP MORRIS INTERNATIONAL 87.71   17.7 4.95 4.56 5.59
KRAFT HEINZ 31.54   0.0 -8.40 1.60 5.26
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
WP CAREY & CO 84.92   27.0 3.15 4.14 4.89
KINDER MORGAN 20.42   20.6 0.99 1.00 4.78
LAS VEGAS SANDS 64.33   32.8 1.96 3.08 4.76
DOMINION RESOURCES 76.85   36.6 2.10 3.67 4.74
VENTAS 68.90   54.7 1.26 3.17 4.65
EXXON MOBIL 74.99   17.3 4.34 3.48 4.61
IBM 149.63   15.5 9.68 6.48 4.51
SOUTHERN COMPANY 56.13   17.2 3.27 2.48 4.46
CARNIVAL 45.09   10.6 4.25 2.00 4.38
VALERO ENERGY 83.35   12.7 6.55 3.60 4.28
CARDINAL HEALTH 44.99   449.9 0.10 1.92 4.27
VERIZON COMM 57.21   14.7 3.88 2.41 4.20
DUKE ENERGY 88.45   21.5 4.11 3.78 4.16
KELLOGG 56.98   16.9 3.38 2.24 4.06
WELLS FARGO 45.82   9.5 4.84 1.80 3.97
REALTY INCOME 70.10   52.3 1.34 2.72 3.89
CHEVRON 125.04   17.3 7.23 4.76 3.83
GENERAL MILLS 53.28   18.4 2.90 1.96 3.71
DIGITAL REALTY 117.73   93.4 1.26 4.32 3.62
EATON 79.86   15.9 5.03 2.84 3.58
CVS CAREMARK 55.94   0.0 -0.44 2.00 3.56
ARCHER-DANIELS-MIDLAND 40.25   13.8 2.91 1.40 3.47
PFIZER 43.06   22.1 1.95 1.44 3.36
3M 172.61   18.3 9.43 5.76 3.30
QUALCOMM 75.00   39.7 1.89 2.48 3.27
COCA-COLA 51.39   32.7 1.57 1.60 3.07
EMERSON ELECTRIC 65.29   17.8 3.67 1.96 3.03
KIMBERLY-CLARK 137.54   27.1 5.08 4.12 2.97
TARGET 88.50   15.5 5.71 2.64 2.90
JOHNSON & JOHNSON 132.07   21.9 6.03 3.80 2.87
PEPSICO 132.88   14.7 9.02 3.82 2.86
T. ROWE PRICE GROUP 108.47   14.3 7.57 3.04 2.79
JPMORGAN CHASE 114.67   11.7 9.79 3.60 2.78
WISCONSIN ENERGY 87.85   25.5 3.45 2.36 2.74
TEXAS INSTRUMENTS 117.26   21.3 5.51 3.08 2.63
AMERIPRISE FINANCIAL 148.66   11.3 13.11 3.88 2.61
PROCTER & GAMBLE 115.44   27.5 4.20 2.98 2.57
CITIGROUP 70.92   9.9 7.19 2.04 2.54
CATERPILLAR 136.23   12.7 10.73 4.12 2.53
CISCO SYSTEMS 57.36   19.8 2.90 1.40 2.45
ROYAL CARIBBEAN CRUISES 111.00   12.7 8.74 2.80 2.44
LOCKHEED MARTIN 356.21   18.2 19.57 8.80 2.41
NEXTERA ENERGY 212.36   35.2 6.04 5.00 2.41
VF CORP 87.16   27.8 3.14 2.04 2.31
BOEING 377.36   21.6 17.48 8.22 2.22
UNITED TECHNOLOGIES 131.30   20.2 6.49 2.94 2.21
GENERAL DYNAMICS 183.18   16.5 11.10 4.08 2.18
MCDONALDS 215.91   28.6 7.54 4.64 2.17
MEDTRONIC 101.34   29.6 3.42 2.16 2.16
BANK OF AMERICA 29.40   10.5 2.80 0.60 2.06
UNION PACIFIC 174.25   21.3 8.18 3.52 2.01
AFLAC 55.00   13.5 4.08 1.08 1.94
WAL-MART STORES 114.72   39.7 2.89 2.12 1.85
NORFOLK SOUTHERN 195.86   19.4 10.10 3.44 1.67
STARBUCKS 90.30   39.1 2.31 1.44 1.60
APPLE 202.59   17.0 11.89 3.08 1.51
ABBOTT LABORATORIES 87.49   53.7 1.63 1.28 1.49
MICROSOFT 136.62   27.0 5.07 1.84 1.35
BECTON DICKINSON 250.84   74.4 3.37 3.08 1.22
WALT DISNEY 141.63   15.9 8.91 1.76 1.22
NIKE 87.44   35.1 2.49 0.88 0.99
VISA 180.53   37.3 4.84 1.00 0.56
GOOGLE 1130.10   28.3 39.87 0.00 0.00

OMEGA HEALTHCARE INVESTORS - OHI
OMEGA HEALTHCARE INVESTORS - OHI  


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