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Nicholas Ward's Dividend Growth Portfolio: 2018 Review

Published Tue, 22 Jan 2019 15:34:09 -0500 on Seeking Alpha

Man oh man, it’s crazy to think about boiling down a year’s worth of portfolio management into a single article like this (especially, after a year like 2018). To be honest, I’d much rather be writing about the fundamentals of a given company that I’ve recently bought or sold. These recap articles are always difficult because I’m never quite sure where to start. But, for the sake of entertainment, I’m going to give it my best shot!
2018 was a pretty interesting year for me. It began with a bang as the market sold up exuberantly, bringing my personal wealth levels to an all-time high. However, late in January volatility reared its head like I’ve never seen before and was a constant companion throughout the year. This, alongside the fact that my wife if still in graduate school and isn’t working, forced me to manage my portfolio in a unique fashion that I don’t plan on adhering to forever.
It’s too bad, but money doesn’t grow on the trees that surround my house, so throughout 2018, if I wanted to buy something in the market, I was forced to either dip into my cash reserves or sell something to fund the sale. This means that in 2018, I made way more sales than I usually do.
In the past, I’ve spent the vast majority of my time as a portfolio manager buying equities. This is where I believe I am most proficient as a portfolio manager, yet I’m somewhat grateful for the recent changes that we’ve... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
SABRA HEALTHCARE REIT 19.72   27.0 0.73 1.80 9.13
OMEGA HEALTHCARE INVESTORS 36.61   27.7 1.32 2.64 7.05
AT&T 32.19   12.0 2.68 2.04 6.42
VEREIT 8.49   0.0 -0.12 0.55 6.35
ALTRIA GROUP 52.33   16.0 3.28 3.20 6.11
INVESCO 20.65   10.5 1.96 1.24 6.07
ENBRIDGE 37.35   23.2 1.61 2.21 5.87
GRAMERCY PROPERTY TRUST 27.49   38.2 0.72 1.50 5.46
HANNON ARMSTRONG 26.43   26.7 0.99 1.34 5.12
WP CAREY & CO 80.18   25.4 3.15 4.13 5.11
VENTAS 64.11   50.9 1.26 3.17 4.88
DOMINION RESOURCES 76.05   36.2 2.10 3.67 4.85
IBM 135.12   14.2 9.48 6.48 4.82
BROOKFIELD INFRASTRUCTURE PARTNERS LP 41.67   347.2 0.12 2.01 4.79
VERIZON COMM 59.01   15.2 3.88 2.41 4.15
REALTY INCOME 68.31   51.0 1.34 2.71 3.92
UNITED PARCEL SERVICE 98.52   18.8 5.24 3.84 3.86
GILEAD SCIENCES 66.51   14.7 4.53 2.52 3.80
NATIONAL RETAIL PROPERTIES 52.53   35.3 1.49 2.00 3.76
GENERAL MILLS 52.71   20.7 2.55 1.96 3.74
AVAGO TECHNOLOGIES 275.33   18.6 14.80 10.60 3.66
DIGITAL REALTY 116.17   92.2 1.26 4.32 3.66
BRISTOL-MYERS SQUIBB 46.31   14.7 3.16 1.64 3.50
PFIZER 41.59   21.3 1.95 1.44 3.47
AMGEN 169.72   13.5 12.53 5.80 3.41
3M 166.25   17.6 9.43 5.76 3.41
COCA-COLA 48.85   31.1 1.57 1.60 3.25
KIMBERLY-CLARK 130.11   25.6 5.08 4.12 3.20
VAIL RESORTS 215.91   33.4 6.46 7.04 3.20
QUALCOMM 77.75   41.1 1.89 2.48 3.04
UNILEVER 60.66   0.0 0.00 1.77 3.02
BLACKROCK 438.09   16.5 26.55 13.20 2.99
JPMORGAN CHASE 111.35   12.0 9.26 3.20 2.89
TEXAS INSTRUMENTS 107.02   19.4 5.51 3.08 2.88
PEPSICO 129.99   14.7 8.86 3.82 2.84
INTEL 44.46   10.1 4.42 1.26 2.81
MERCK & CO 78.88   24.9 3.17 2.20 2.79
CITIGROUP 64.96   9.5 6.87 1.80 2.77
MORGAN STANLEY 43.87   9.4 4.66 1.20 2.73
JM SMUCKER 127.39   23.0 5.54 3.40 2.68
ILLINOIS TOOL WORKS 149.42   19.9 7.51 4.00 2.66
JOHNSON & JOHNSON 138.42   25.6 5.40 3.80 2.60
CISCO SYSTEMS 56.52   19.5 2.90 1.40 2.48
NOVO NORDISK A/S 47.26   19.2 2.46 1.11 2.38
BOEING 352.79   20.2 17.48 8.22 2.32
KROGER 24.07   6.5 3.70 0.56 2.31
MEDTRONIC 87.57   24.2 3.62 2.00 2.28
HERSHEY 129.30   24.0 5.38 2.89 2.24
ROYAL CARIBBEAN CRUISES 123.11   14.1 8.74 2.80 2.24
UNITED TECHNOLOGIES 133.48   20.6 6.49 2.94 2.20
BANK OF AMERICA 28.40   10.6 2.69 0.60 2.11
ANHEUSER-BUSCH INBEV 81.01   23.2 3.49 1.66 2.01
COMCAST 43.29   16.5 2.63 0.84 1.93
HONEYWELL INTERNATIONAL 168.62   18.7 9.02 3.28 1.93
STARBUCKS 77.54   33.6 2.31 1.44 1.82
APPLE 186.60   15.7 11.89 3.08 1.63
DIAGEO 169.49   0.0 0.00 2.71 1.59
FEDEX 168.21   12.4 13.56 2.60 1.53
MCCORMICK 154.92   31.4 4.94 2.28 1.47
MICROSOFT 126.90   28.2 4.50 1.84 1.44
WALT DISNEY 133.91   15.0 8.91 1.76 1.30
NIKE 82.85   32.4 2.56 0.88 1.04
ACTIVISION BLIZZARD 43.43   19.0 2.28 0.37 0.80
VISA 163.47   33.8 4.84 1.00 0.61
MASTERCARD 253.49   42.3 5.99 1.32 0.52
NVIDIA 155.10   29.3 5.29 0.64 0.41
AMAZON.COM 1857.52   77.6 23.95 0.00 0.00
BAIDU 120.45   14.0 8.58 0.00 0.00
BERKSHIRE HATHAWAY B 214.20   0.0 0.00 0.00 0.00
CELGENE 96.24   14.6 6.57 0.00 0.00

SABRA HEALTHCARE REIT - SBRA
SABRA HEALTHCARE REIT - SBRA  


Older articles featuring Sabra Healthcare Reit (SBRA):
5%+ Dividend Yield Portfolio: The Number Of Stocks To Own (Apr 2019 Review)
My 4% Dividend Yield Portfolio: Q1'19 Summary And Plans For The Coming Months
Your Top 50 Good Strong Underdogs By Yield And Price Gain
LTC Properties: A 5.1% Yielding Monthly Paying REIT Best Left Untouched
Dividend Income Update February 2019
Top 50 March Russell 2000 Dividend Dogs By Yield, Upside, And Net Gains
Medical Properties Trust: High-Yield, Recession-Proof REIT Set For +10% Annual Returns For Years To Come
5%+ Dividend Yield Portfolio: Profiting Handsomely From Volatility (Jan 2019 Review)
QBI Distributions Or Qualified Dividends, Which Is Better?
Dividend Growth Check Up - 2018

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