Published Fri, 08 Mar 2019 11:58:07 -0500 on Seeking Alpha
Welcome to my monthly update for my dividend growth portfolio. 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."
With a tome over 5,000 words it can be easy to miss things as they change from month to month. I decided to include a high level change log to point you the relevant non-data changes. Things like dividends collected, dividend increases and charts will all change each month regardless.
Created a change log Fleshed out my "Target Portfolio" and "Actual Portfolio" reasoning Updated my forward looking goal Added additional buy criteria (using investment framework questions) Added additional sell criteria (regarding over-valuation) Added an ETF correlation chart and commentary... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|GLOBAL X SUPERDIVIDEND ETF||18.46||0.0||0.00||0.00||8.81|
|POWERSHARES CEF INCOME COMPOSITE||22.24||0.0||0.00||0.00||8.21|
|TANGER FACTORY OUTLET CENTERS||20.17||45.8||0.44||1.42||6.69|
|WP CAREY & CO||77.14||23.1||3.34||4.12||5.37|
|T. ROWE PRICE GROUP||102.44||14.1||7.25||3.04||2.76|
|ILLINOIS TOOL WORKS||143.18||18.8||7.60||4.00||2.75|
|JOHNSON & JOHNSON||137.60||24.5||5.61||3.60||2.58|
|STANLEY BLACK & DECKER||131.51||31.0||4.24||2.64||1.98|
|BERKSHIRE HATHAWAY A||324010.00||28.5||11356.59||0.00||0.00|
Older articles featuring Global X Superdividend Etf (SDIV):When Chasing Yield Goes Wrong
Global X SuperDividend ETF: Is It Really That Bad?
ETF Month #1: SuperDividend ETF Not So Super
5%+ Dividend Yield Portfolio: Pruning My Portfolio To Improve Returns And Lower Fees (July 2017 Review)
5%+ Dividend Yield Portfolio: It Ain't About Investing Sexy, It's About Investing For The Long Haul (May 2017 Review)
5%+ Dividend Yield Portfolio: Growth Stocks Have Momentum, But Dividends Are Slow And Steady (April 2017 Review)
5%+ Dividend Yield Portfolio: New Rules For FOMO (February 2017 Review)
5%+ Dividend Yield Portfolio: Taking Profits As Market Valuations Flash Warnings (Jan 2017 Review)
5%+ Dividend Yield Portfolio: Nearly Doubling The S&P 500 Return In 2016 (October 2016 Review)
5%+ Dividend Yield Portfolio: Churning Out Wins (Sep 2016 Review)