Dividend-News

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My Dividend Growth Portfolio 2018 Review: 3 Sells, 6 Buys

Published Wed, 09 Jan 2019 07:05:20 -0500 on Seeking Alpha

Introduction
Welcome to my 2018 year in review. This will encapsulate an update for December, the fourth quarter and 2018 as a whole. This article series covers my investing journey as a father of two towards my eventual retirement. Any specific stocks or amounts are particular to my self-directed 401(k) plan.
The goal of my portfolio is to generate a growing income stream for me and my wife during our golden years. The aim is to live off dividends without touching the principal. Dividend growth stocks are the chosen vehicle to meet that goal. At 33, I have approximately 26 years before I can (safely) touch any of this money.
For anyone interested in seeing changes in real time, I have my portfolio and dividends tracked on Dividend Derek. I also have a trimmed version that you can freely take for yourself if you wish, found here.
I've received some questions in the past, so you can save off a copy by selecting "File" -> "Make A Copy."

What's New?
December was another wild roller-coaster ride. The Santa Clause rally failed to materialize with some of the lowest stock prices seen on Christmas Eve. The subsequent rally after Christmas was enough to make your head spin! In even preparing this piece, it initially seemed as though we were going to continue the broad market decline. Fed Chairman Powell then seemed to initiate another "Fed put" with his commentary regarding slowing rate hikes, watching the stock market... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
TANGER FACTORY OUTLET CENTERS 16.52   19.2 0.86 1.42 8.75
AT&T 32.35   12.1 2.68 2.04 6.34
ALTRIA GROUP 50.86   15.5 3.28 3.20 6.20
L BRANDS 22.21   9.7 2.28 1.20 5.41
L. BRANDS 22.21   9.7 2.28 1.20 5.41
VENTAS 65.43   51.9 1.26 3.17 4.92
WP CAREY & CO 85.28   27.1 3.15 4.13 4.86
STAG INDUSTRIAL 31.09   51.0 0.61 1.43 4.66
KELLOGG 56.61   16.8 3.38 2.24 4.02
PRUDENTIAL FINANCIAL 99.33   11.6 8.57 4.00 4.01
CVS CAREMARK 54.17   0.0 -0.44 2.00 3.73
3M 166.69   17.7 9.43 5.76 3.41
PUBLIC STORAGE 242.26   28.1 8.62 8.00 3.32
JPMORGAN CHASE 109.54   11.8 9.26 3.20 2.89
T. ROWE PRICE GROUP 105.94   14.0 7.57 3.04 2.87
CUMMINS 163.86   10.6 15.43 4.56 2.80
HOME DEPOT 202.35   20.4 9.92 5.44 2.75
JOHNSON & JOHNSON 140.71   26.1 5.40 3.80 2.72
ILLINOIS TOOL WORKS 151.98   20.2 7.51 4.00 2.62
AMERIPRISE FINANCIAL 153.53   11.7 13.11 3.88 2.58
CORNING 30.91   13.3 2.32 0.80 2.56
CISCO SYSTEMS 54.75   18.9 2.90 1.40 2.51
UNITED TECHNOLOGIES 124.81   19.2 6.49 2.94 2.39
TRAVELERS 149.41   15.2 9.85 3.28 2.20
MEDTRONIC 97.50   28.5 3.42 2.00 2.05
AFLAC 55.04   13.5 4.08 1.08 1.99
ANHEUSER-BUSCH INBEV 84.18   24.1 3.49 1.67 1.92
STANLEY BLACK & DECKER 142.91   33.6 4.26 2.64 1.89
STARBUCKS 84.24   36.5 2.31 1.44 1.74
APPLE 192.74   16.2 11.89 3.08 1.59
ABBOTT LABORATORIES 82.22   55.6 1.48 1.28 1.56
WALT DISNEY 141.74   15.9 8.91 1.76 1.30
NIKE 83.61   32.7 2.56 0.88 1.06
VISA 169.35   35.0 4.84 1.00 0.59
MASTERCARD 261.20   43.6 5.99 1.32 0.50
GENERAL ELECTRIC 10.31   0.0 -2.07 0.04 0.40