Dividend-News

Daily dividend news for investors in dividend stocks


My Dividend Growth Portfolio: Q1 2019 Summary

Published Mon, 01 Apr 2019 19:11:17 -0400 on Seeking Alpha

Introduction
It's time to summarize another quarter. The last quarter was one of the best quarters in the past decades. The S&P 500 is up by over 13% and the gains were very consistent with low volatility. My portfolio returns were similar to the broader over the first quarter, and I did it with a lower beta. While it's not my ultimate benchmark, I still compare my performance to the S&P 500 as it shows an alternative way of investing.
My main goal is to achieve a growing stream of dividends, which will give me some more financial freedom. In Q1 2019, my dividend income rose by 25.2% QoQ. The future income for 2019 is forecasted to be similar. I hope to eventually achieve a 25% dividend income growth in 2019. In order to achieve it, I will need to add more funds to the portfolio, 6%-7% overall dividend growth and reinvesting received dividends. This is an ambitious goal, but I believe I can achieve it.
There are many reasons to believe that next quarter will be volatile. I expected the first quarter to be more volatile, but sort-term predictions are far from being certain. Next quarter we can expect higher volatility due to the Brexit conclusions. In addition, we see the trade negotiations between the United States and China, and progress or failure will have an effect on the market.
I believe that eventually it will be decided by the health of the economy. Investors should take into account the possibility of a slowdown. We saw many companies offering lower... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
OMEGA HEALTHCARE INVESTORS 36.11   25.8 1.40 2.64 7.47
MAGELLAN MIDSTREAM PARTNERS 61.37   10.5 5.83 3.99 6.45
AT&T 30.79   10.7 2.87 2.04 6.36
ENTERPRISE PRODUCTS 29.22   15.3 1.91 1.75 5.93
ALTRIA GROUP 54.71   14.9 3.68 3.20 5.86
VENTAS 59.52   52.7 1.13 3.17 5.49
ABBVIE 78.67   22.0 3.58 4.28 5.48
BP 44.13   15.7 2.81 2.44 5.42
PHILIP MORRIS INTERNATIONAL 84.45   17.1 4.95 4.56 5.41
WP CAREY & CO 78.13   23.4 3.34 4.13 5.41
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
DOMINION RESOURCES 76.29   20.4 3.73 3.67 4.91
KRAFT HEINZ 32.76   0.0 -8.40 1.60 4.86
SOUTHERN COMPANY 52.23   23.8 2.19 2.48 4.62
LAS VEGAS SANDS 67.04   34.2 1.96 3.08 4.61
IBM 139.95   14.8 9.48 6.28 4.52
CARDINAL HEALTH 46.58   0.0 -0.08 1.91 4.21
DUKE ENERGY 89.68   23.9 3.75 3.71 4.18
VERIZON COMM 57.08   14.7 3.88 2.41 4.13
KINDER MORGAN 20.08   29.5 0.68 1.00 3.99
REALTY INCOME 69.92   55.5 1.26 2.71 3.99
EXXON MOBIL 81.76   16.8 4.88 3.28 3.96
VALERO ENERGY 87.73   12.0 7.30 3.60 3.95
CHEVRON 118.28   15.3 7.74 4.76 3.90
KELLOGG 58.57   15.3 3.83 2.24 3.84
CVS CAREMARK 52.93   0.0 -0.55 2.00 3.81
WELLS FARGO 47.48   10.5 4.52 1.80 3.81
GENERAL MILLS 50.68   19.9 2.55 1.96 3.79
CARNIVAL 53.73   12.3 4.38 2.00 3.77
PFIZER 39.37   21.2 1.86 1.44 3.69
DIGITAL REALTY 119.26   97.8 1.22 4.32 3.62
COCA-COLA 47.98   30.6 1.57 1.60 3.38
AVAGO TECHNOLOGIES 314.33   21.2 14.80 10.60 3.37
EATON 85.34   17.4 4.90 2.84 3.34
ARCHER-DANIELS-MIDLAND 42.78   13.4 3.20 1.40 3.28
KIMBERLY-CLARK 124.40   24.5 5.08 4.12 3.16
TARGET 82.88   15.0 5.51 2.56 3.12
WISCONSIN ENERGY 77.05   23.0 3.35 2.36 3.09
QUALCOMM 86.83   55.0 1.58 2.48 3.03
PEPSICO 126.92   14.3 8.86 3.71 2.93
T. ROWE PRICE GROUP 109.76   15.1 7.25 3.04 2.85
JPMORGAN CHASE 113.55   12.3 9.26 3.20 2.82
PROCTER & GAMBLE 103.69   24.7 4.20 2.98 2.81
LOCKHEED MARTIN 330.12   16.9 19.57 8.80 2.79
EMERSON ELECTRIC 72.53   20.2 3.59 1.96 2.69
TEXAS INSTRUMENTS 118.43   21.5 5.51 3.08 2.68
3M 219.08   24.6 8.90 5.76 2.64
NEXTERA ENERGY 190.06   31.5 6.04 5.00 2.63
CITIGROUP 68.83   10.0 6.87 1.80 2.61
JOHNSON & JOHNSON 139.20   25.8 5.40 3.60 2.61
AMERIPRISE FINANCIAL 144.00   10.1 14.20 3.60 2.52
CISCO SYSTEMS 56.88   20.5 2.77 1.40 2.48
CATERPILLAR 137.73   13.5 10.22 3.44 2.42
MCDONALDS 197.63   26.2 7.54 4.64 2.39
MEDTRONIC 85.64   23.7 3.62 2.00 2.38
ROYAL CARIBBEAN CRUISES 121.50   14.2 8.57 2.80 2.33
GENERAL DYNAMICS 180.73   16.2 11.19 4.08 2.30
AFLAC 48.89   13.0 3.76 1.08 2.22
BOEING 375.46   21.0 17.88 8.22 2.19
UNITED TECHNOLOGIES 139.59   21.5 6.49 2.94 2.15
VF CORP 94.73   27.5 3.45 2.04 2.15
RAYTHEON 185.45   18.3 10.15 3.77 2.07
WAL-MART STORES 103.53   45.4 2.28 2.12 2.07
BANK OF AMERICA 30.02   11.2 2.69 0.60 2.00
UNION PACIFIC 176.84   21.6 8.18 3.52 1.98
STARBUCKS 76.39   34.0 2.25 1.44 1.91
ABBOTT LABORATORIES 76.75   51.9 1.48 1.28 1.72
NORFOLK SOUTHERN 206.70   21.7 9.52 3.44 1.71
APPLE 207.16   17.0 12.16 2.92 1.43
BECTON DICKINSON 232.50   71.5 3.25 3.08 1.37
WALT DISNEY 135.10   18.5 7.31 1.76 1.34
NIKE 88.39   34.5 2.56 0.88 1.01
VISA 161.49   34.8 4.64 1.00 0.62
GOOGLE 1256.00   28.7 43.70 0.00 0.00

OMEGA HEALTHCARE INVESTORS - OHI
OMEGA HEALTHCARE INVESTORS - OHI  


Older articles featuring Omega Healthcare Investors (OHI):
Buy Stanley Black & Decker: Dividend King And Good Total Return
Omega Announces Quarterly Common Stock Dividend
My K.I.S.S. Dividend Growth Portfolio: 1st Quarter 2019 Update
ETF Month 2019 No. 1: Global X SuperDividend ETF Coverage Improves, But Is A Heavy Bet On Real Estate
103 Dividend Achievers - April Yields, Gains, And Upsides
Road To Financial Independence: New Dividend Record In March
The Most Undervalued And Overvalued Dividend Contenders - April 2019
American States Water: Dividend King, Does That Make It A Buy?
My 4% Dividend Yield Portfolio: Q1'19 Summary And Plans For The Coming Months
5 High-Yield Dividend Stocks Yielding Up to 8.3%

More