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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 20.43   28.0 0.73 1.80 8.78
OMEGA HEALTHCARE INVESTORS 36.78   27.9 1.32 2.64 7.14
ALTRIA GROUP 49.41   15.1 3.28 3.20 6.46
INVESCO 19.90   10.2 1.96 1.24 6.16
AT&T 33.58   12.5 2.68 2.04 6.06
VEREIT 9.11   0.0 -0.12 0.55 6.02
ENBRIDGE 35.95   22.3 1.61 2.20 6.01
GRAMERCY PROPERTY TRUST 27.49   38.2 0.72 1.50 5.46
WP CAREY & CO 84.57   26.8 3.15 4.14 4.90
HANNON ARMSTRONG 28.06   28.3 0.99 1.34 4.78
DOMINION RESOURCES 77.48   36.9 2.10 3.67 4.74
BROOKFIELD INFRASTRUCTURE PARTNERS LP 43.74   364.5 0.12 2.01 4.65
VENTAS 68.17   54.1 1.26 3.17 4.59
IBM 143.53   15.1 9.48 6.48 4.54
VERIZON COMM 57.41   14.8 3.88 2.41 4.21
REALTY INCOME 69.86   52.1 1.34 2.72 3.84
GILEAD SCIENCES 66.95   14.8 4.53 2.52 3.80
NATIONAL RETAIL PROPERTIES 53.07   35.6 1.49 2.06 3.72
AVAGO TECHNOLOGIES 284.27   35.0 8.11 10.60 3.71
BRISTOL-MYERS SQUIBB 44.45   14.1 3.16 1.64 3.70
GENERAL MILLS 52.86   18.2 2.90 1.96 3.67
UNITED PARCEL SERVICE 105.61   20.2 5.24 3.84 3.63
DIGITAL REALTY 119.60   94.9 1.26 4.32 3.60
PFIZER 42.85   22.0 1.95 1.44 3.40
AMGEN 177.36   14.2 12.53 5.80 3.32
3M 176.49   18.7 9.43 5.76 3.32
QUALCOMM 75.66   40.0 1.89 2.48 3.31
VAIL RESORTS 232.25   31.3 7.41 7.04 3.09
COCA-COLA 52.14   33.2 1.57 1.60 3.07
JM SMUCKER 115.46   25.5 4.53 3.40 2.98
KIMBERLY-CLARK 138.52   27.3 5.08 4.12 2.97
UNILEVER 63.15   0.0 0.00 1.77 2.93
PEPSICO 133.81   14.8 9.02 3.82 2.87
JOHNSON & JOHNSON 132.50   24.5 5.40 3.80 2.83
JPMORGAN CHASE 115.12   12.4 9.26 3.60 2.78
MERCK & CO 81.59   25.7 3.17 2.20 2.76
BLACKROCK 477.17   18.0 26.55 13.20 2.74
MORGAN STANLEY 44.43   9.5 4.66 1.20 2.67
ILLINOIS TOOL WORKS 153.45   20.4 7.51 4.00 2.64
TEXAS INSTRUMENTS 118.73   21.6 5.51 3.08 2.60
KROGER 21.96   9.6 2.28 0.64 2.56
ROYAL CARIBBEAN CRUISES 114.55   13.1 8.74 2.80 2.54
INTEL 49.17   11.1 4.42 1.26 2.52
CITIGROUP 71.32   9.9 7.19 1.80 2.51
CISCO SYSTEMS 57.62   19.9 2.90 1.40 2.42
NOVO NORDISK A/S 47.72   19.4 2.46 1.11 2.34
BOEING 362.75   20.8 17.48 8.22 2.25
UNITED TECHNOLOGIES 133.19   20.5 6.49 2.94 2.20
MEDTRONIC 99.87   29.2 3.42 2.16 2.18
HERSHEY 140.43   26.1 5.38 2.89 2.11
BANK OF AMERICA 28.99   10.8 2.69 0.60 2.04
ANHEUSER-BUSCH INBEV 88.01   25.2 3.49 1.67 1.92
COMCAST 45.10   17.2 2.63 0.84 1.88
HONEYWELL INTERNATIONAL 174.78   19.4 9.02 3.28 1.85
STARBUCKS 90.08   39.0 2.31 1.44 1.60
DIAGEO 170.16   0.0 0.00 2.71 1.59
FEDEX 169.79   91.8 1.85 2.60 1.55
APPLE 204.40   17.2 11.89 3.08 1.51
MCCORMICK 159.72   31.1 5.13 2.28 1.44
MICROSOFT 137.08   30.5 4.50 1.84 1.32
WALT DISNEY 144.30   16.2 8.91 1.76 1.21
NIKE 88.60   35.6 2.49 0.88 0.99
ACTIVISION BLIZZARD 47.00   20.6 2.28 0.37 0.78
VISA 179.31   37.0 4.84 1.00 0.55
MASTERCARD 276.62   46.2 5.99 1.32 0.47
NVIDIA 167.14   31.6 5.29 0.64 0.38
AMAZON.COM 2009.32   83.9 23.95 0.00 0.00
BAIDU 114.24   13.3 8.58 0.00 0.00
BERKSHIRE HATHAWAY B 214.20   0.0 0.00 0.00 0.00
CELGENE 91.52   13.9 6.57 0.00 0.00

SABRA HEALTHCARE REIT - SBRA
SABRA HEALTHCARE REIT - SBRA  


Older articles featuring Sabra Healthcare Reit (SBRA):
My Dividend Growth Portfolio At The Half Year Mark
These Are The Top 3 Sectors For Dividend Growth Investors Now
61 Of 3,835 Stocks Held By Goldman Sachs Pay Solid Dividends
5%+ Dividend Yield Portfolio: Coping With Existential Dread (May 2019 Review)
Dividend Income Update May 2019
Dividend Challenger Highlights: Week Of May 26
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

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