Dividend-News

Daily dividend news for investors in dividend stocks


My Dividend Growth Portfolio Q1 Update: 37 Holdings, 2 Buys, 2 Trims And 1 Sell

Published Thu, 04 Apr 2019 05:43:18 -0400 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
I introduced a change log as a quick reference to highlight relevant non-data changes. Things like dividends collected, dividend increases and charts will all change each month regardless.
Moved "Target Portfolio" lower in the article Added a "Portfolio Yield" section Commentary
February saw the continued rally in equity markets with the S&P cresting over 2,800 by March 1. Several of my stocks continue to cruise to either all-time highs or back to their 52 week highs (CSCO, ABT, SBUX and NKE to name a few).
I'll start by quoting myself from my February article. I... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
GLOBAL X SUPERDIVIDEND ETF 17.94   0.0 0.00 0.00 9.01
POWERSHARES CEF INCOME COMPOSITE 22.40   0.0 0.00 0.00 8.00
TANGER FACTORY OUTLET CENTERS 19.06   43.3 0.44 1.42 7.57
AT&T 30.79   10.7 2.87 2.04 6.36
ALTRIA GROUP 54.71   14.9 3.68 3.20 5.86
ABBVIE 78.67   22.0 3.58 4.28 5.48
WP CAREY & CO 78.13   23.4 3.34 4.13 5.41
STAG INDUSTRIAL 29.01   37.2 0.78 1.43 5.02
PRUDENTIAL FINANCIAL 102.76   10.8 9.49 4.00 3.87
KELLOGG 58.57   15.3 3.83 2.24 3.84
CVS CAREMARK 52.93   0.0 -0.55 2.00 3.81
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
CUMMINS 166.17   12.6 13.19 4.56 2.75
HOME DEPOT 206.72   21.2 9.73 5.44 2.66
3M 219.08   24.6 8.90 5.76 2.64
JOHNSON & JOHNSON 139.20   25.8 5.40 3.60 2.61
ILLINOIS TOOL WORKS 156.81   20.6 7.60 4.00 2.54
AMERIPRISE FINANCIAL 144.00   10.1 14.20 3.60 2.52
CISCO SYSTEMS 56.88   20.5 2.77 1.40 2.48
MEDTRONIC 85.64   23.7 3.62 2.00 2.38
CORNING 34.45   32.8 1.05 0.80 2.33
TRAVELERS 139.18   14.1 9.85 3.28 2.25
UNITED TECHNOLOGIES 139.59   21.5 6.49 2.94 2.15
STARBUCKS 76.39   34.0 2.25 1.44 1.91
STANLEY BLACK & DECKER 145.97   34.4 4.24 2.64 1.82
ABBOTT LABORATORIES 76.75   51.9 1.48 1.28 1.72
APPLE 207.16   17.0 12.16 2.92 1.43
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
MASTERCARD 245.29   43.8 5.60 1.32 0.54
BERKSHIRE HATHAWAY A 324010.00   28.5 11356.59 0.00 0.00
GOOGLE 1256.00   28.7 43.70 0.00 0.00

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


Older articles featuring Global X Superdividend Etf (SDIV):
Global X SuperDividend REIT ETF: A Solution In Search Of A Problem?
My Dividend Growth Portfolio Update: 38 Holdings, 6 Buys, 2 Trims
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)

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