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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 36.36   27.6 1.32 2.64 7.35
MAGELLAN MIDSTREAM PARTNERS 63.48   10.9 5.82 4.02 6.35
AT&T 32.35   12.1 2.68 2.04 6.34
ALTRIA GROUP 50.86   15.5 3.28 3.20 6.20
ENTERPRISE PRODUCTS 29.07   14.0 2.07 1.75 6.04
BP 40.91   13.9 2.94 2.44 5.94
PHILIP MORRIS INTERNATIONAL 77.59   15.7 4.95 4.56 5.84
ABBVIE 78.69   22.6 3.49 4.28 5.45
KRAFT HEINZ 30.31   0.0 -8.40 1.60 5.31
LAS VEGAS SANDS 57.32   29.2 1.96 3.08 5.25
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
VENTAS 65.43   51.9 1.26 3.17 4.92
DOMINION RESOURCES 76.66   36.5 2.10 3.67 4.89
WP CAREY & CO 85.28   27.1 3.15 4.13 4.86
KINDER MORGAN 20.52   30.2 0.68 1.00 4.81
IBM 135.76   14.3 9.48 6.48 4.77
VALERO ENERGY 77.26   11.8 6.55 3.60 4.71
EXXON MOBIL 74.35   17.1 4.34 3.48 4.70
SOUTHERN COMPANY 55.15   16.9 3.27 2.48 4.55
CARDINAL HEALTH 44.16   441.6 0.10 1.92 4.31
DUKE ENERGY 87.87   21.4 4.11 3.71 4.28
VERIZON COMM 57.62   14.8 3.88 2.41 4.24
KELLOGG 56.61   16.8 3.38 2.24 4.02
CHEVRON 120.81   16.7 7.23 4.76 3.96
WELLS FARGO 45.29   10.0 4.52 1.80 3.89
AVAGO TECHNOLOGIES 265.93   32.8 8.11 10.60 3.79
CARNIVAL 53.12   12.1 4.38 2.00 3.75
REALTY INCOME 72.70   54.2 1.34 2.72 3.75
GENERAL MILLS 52.99   20.8 2.55 1.96 3.74
CVS CAREMARK 54.17   0.0 -0.44 2.00 3.73
DIGITAL REALTY 119.76   95.0 1.26 4.32 3.62
EATON 78.37   15.6 5.03 2.84 3.61
QUALCOMM 68.72   36.4 1.89 2.48 3.56
ARCHER-DANIELS-MIDLAND 40.79   14.0 2.91 1.40 3.44
3M 166.69   17.7 9.43 5.76 3.41
PFIZER 42.50   21.8 1.95 1.44 3.37
EMERSON ELECTRIC 62.77   17.1 3.67 1.96 3.12
COCA-COLA 51.31   32.7 1.57 1.60 3.10
KIMBERLY-CLARK 137.32   27.0 5.08 4.12 3.06
TARGET 88.30   15.5 5.71 2.56 2.91
JPMORGAN CHASE 109.54   11.8 9.26 3.20 2.89
WISCONSIN ENERGY 83.61   24.2 3.45 2.36 2.88
PEPSICO 132.94   15.0 8.86 3.82 2.87
T. ROWE PRICE GROUP 105.94   14.0 7.57 3.04 2.87
TEXAS INSTRUMENTS 107.31   19.5 5.51 3.08 2.79
PROCTER & GAMBLE 110.91   26.4 4.20 2.98 2.73
JOHNSON & JOHNSON 140.71   26.1 5.40 3.80 2.72
CATERPILLAR 127.23   11.9 10.73 4.12 2.71
CITIGROUP 67.48   9.8 6.87 1.80 2.69
AMERIPRISE FINANCIAL 153.53   11.7 13.11 3.88 2.58
LOCKHEED MARTIN 349.08   17.8 19.57 8.80 2.56
CISCO SYSTEMS 54.75   18.9 2.90 1.40 2.51
NEXTERA ENERGY 204.77   33.9 6.04 5.00 2.48
GENERAL DYNAMICS 171.94   15.5 11.10 4.08 2.40
UNITED TECHNOLOGIES 124.81   19.2 6.49 2.94 2.39
VF CORP 86.83   27.6 3.14 2.04 2.39
BOEING 347.16   19.9 17.48 8.22 2.37
MCDONALDS 204.49   27.1 7.54 4.64 2.28
ROYAL CARIBBEAN CRUISES 122.47   14.0 8.74 2.80 2.28
BANK OF AMERICA 28.04   10.4 2.69 0.60 2.15
RAYTHEON 177.12   16.5 10.73 3.77 2.12
UNION PACIFIC 167.15   20.4 8.18 3.52 2.06
MEDTRONIC 97.50   28.5 3.42 2.00 2.05
AFLAC 55.04   13.5 4.08 1.08 1.99
WAL-MART STORES 108.65   37.6 2.89 2.12 1.96
STARBUCKS 84.24   36.5 2.31 1.44 1.74
NORFOLK SOUTHERN 196.51   19.5 10.10 3.44 1.73
APPLE 192.74   16.2 11.89 3.08 1.59
ABBOTT LABORATORIES 82.22   55.6 1.48 1.28 1.56
BECTON DICKINSON 234.16   69.5 3.37 3.08 1.30
WALT DISNEY 141.74   15.9 8.91 1.76 1.30
NIKE 83.61   32.7 2.56 0.88 1.06
VISA 169.35   35.0 4.84 1.00 0.59
GOOGLE 1085.35   27.2 39.87 0.00 0.00

OMEGA HEALTHCARE INVESTORS - OHI
OMEGA HEALTHCARE INVESTORS - OHI  


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