Dividend-News

Daily dividend news for investors in dividend stocks


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 17.03   0.0 0.00 0.00 9.56
TANGER FACTORY OUTLET CENTERS 18.06   21.0 0.86 1.42 8.01
POWERSHARES CEF INCOME COMPOSITE 22.14   0.0 0.00 0.00 7.05
AT&T 32.27   12.0 2.68 2.04 6.32
ALTRIA GROUP 52.40   16.0 3.28 3.20 6.06
ABBVIE 80.06   22.9 3.49 4.28 5.25
WP CAREY & CO 83.60   26.5 3.15 4.13 5.04
STAG INDUSTRIAL 29.71   48.7 0.61 1.43 4.81
PRUDENTIAL FINANCIAL 97.75   11.4 8.57 4.00 4.01
KELLOGG 56.56   16.7 3.38 2.24 3.94
CVS CAREMARK 53.07   0.0 -0.44 2.00 3.72
3M 166.09   17.6 9.43 5.76 3.39
JPMORGAN CHASE 109.71   11.8 9.26 3.20 2.89
T. ROWE PRICE GROUP 103.75   13.7 7.57 3.04 2.89
HOME DEPOT 193.59   19.5 9.92 5.44 2.88
CUMMINS 159.92   10.4 15.43 4.56 2.79
ILLINOIS TOOL WORKS 145.72   19.4 7.51 4.00 2.67
AMERIPRISE FINANCIAL 146.39   11.2 13.11 3.88 2.65
CORNING 29.70   12.8 2.32 0.80 2.63
JOHNSON & JOHNSON 138.85   25.7 5.40 3.80 2.59
CISCO SYSTEMS 54.37   18.8 2.90 1.40 2.51
MEDTRONIC 93.03   27.2 3.42 2.00 2.25
UNITED TECHNOLOGIES 131.40   20.2 6.49 2.94 2.17
TRAVELERS 147.94   15.0 9.85 3.28 2.08
STANLEY BLACK & DECKER 132.80   31.2 4.26 2.64 1.95
STARBUCKS 76.15   33.0 2.31 1.44 1.86
APPLE 178.97   15.0 11.89 3.08 1.69
ABBOTT LABORATORIES 76.98   52.0 1.48 1.28 1.68
WALT DISNEY 132.79   14.9 8.91 1.76 1.31
NIKE 82.16   32.1 2.56 0.88 1.06
VISA 162.64   33.6 4.84 1.00 0.61
MASTERCARD 251.48   42.0 5.99 1.32 0.51
BERKSHIRE HATHAWAY A 324010.00   28.5 11356.59 0.00 0.00
GOOGLE 1133.47   28.4 39.87 0.00 0.00

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


Older articles featuring Global X Superdividend Etf (SDIV):
ETF Month No. 4: MINT Yield Rises, But Comparative Advantage Diminishes
My Dividend Growth Portfolio April Update: 42 Holdings, 6 Buys, 5 New Holdings And 1 Called Away
My Dividend Growth Portfolio Q1 Update: 37 Holdings, 2 Buys, 2 Trims And 1 Sell
Global X SuperDividend REIT ETF: A Solution In Search Of A Problem?
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)

More