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My Dividend Growth Portfolio Update: 38 Holdings, 6 Buys, 2 Trims

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."


Change Log
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
AT&T 30.67   10.7 2.87 2.04 6.74
TANGER FACTORY OUTLET CENTERS 20.17   45.8 0.44 1.42 6.69
ALTRIA GROUP 56.75   15.4 3.68 3.20 5.70
ABBVIE 81.34   22.7 3.58 4.28 5.42
WP CAREY & CO 77.14   23.1 3.34 4.12 5.37
STAG INDUSTRIAL 28.52   36.6 0.78 1.43 5.04
PRUDENTIAL FINANCIAL 95.98   10.1 9.49 4.00 4.20
KELLOGG 54.27   14.2 3.83 2.24 4.18
CVS CAREMARK 55.60   0.0 -0.55 2.00 3.54
JPMORGAN CHASE 106.55   11.9 8.98 3.20 3.07
HOME DEPOT 182.23   18.7 9.73 5.44 3.00
CUMMINS 157.41   11.9 13.19 4.56 2.91
AMERIPRISE FINANCIAL 129.05   9.1 14.20 3.60 2.88
3M 208.08   23.4 8.90 5.76 2.79
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
CISCO SYSTEMS 53.20   19.2 2.77 1.40 2.51
CORNING 34.52   32.9 1.05 0.80 2.33
TRAVELERS 134.18   14.5 9.28 3.08 2.32
UNITED TECHNOLOGIES 125.92   19.2 6.55 2.94 2.32
MEDTRONIC 93.79   25.9 3.62 2.00 2.15
STARBUCKS 70.67   31.4 2.25 1.44 2.05
STANLEY BLACK & DECKER 131.51   31.0 4.24 2.64 1.98
ABBOTT LABORATORIES 79.86   60.0 1.33 1.28 1.63
APPLE 186.12   15.3 12.16 2.92 1.61
WALT DISNEY 114.96   15.7 7.31 1.76 1.54
NIKE 86.80   66.3 1.31 0.88 1.02
VISA 155.46   33.5 4.64 1.00 0.66
MASTERCARD 231.17   41.3 5.60 1.32 0.58
BERKSHIRE HATHAWAY A 324010.00   28.5 11356.59 0.00 0.00
GOOGLE 1184.46   27.1 43.70 0.00 0.00

GLOBAL X SUPERDIVIDEND ETF - SDIV
GLOBAL X SUPERDIVIDEND ETF - SDIV  


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)

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