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 | 17.06 | 0.0 | 0.00 | 0.00 | 8.83 | |||||||
| TANGER FACTORY OUTLET CENTERS | 16.50 | 21.4 | 0.77 | 1.42 | 8.35 | |||||||
| ALTRIA GROUP | 44.46 | 13.2 | 3.36 | 3.36 | 7.23 | |||||||
| ABBVIE | 70.83 | 26.0 | 2.72 | 4.28 | 6.28 | |||||||
| POWERSHARES CEF INCOME COMPOSITE | 22.75 | 0.0 | 0.00 | 0.00 | 6.04 | |||||||
| AT&T | 38.38 | 16.1 | 2.38 | 2.04 | 5.43 | |||||||
| STAG INDUSTRIAL | 29.50 | 47.6 | 0.62 | 1.43 | 4.93 | |||||||
| WP CAREY & CO | 88.72 | 31.4 | 2.83 | 4.14 | 4.73 | |||||||
| PRUDENTIAL FINANCIAL | 88.22 | 9.0 | 9.82 | 4.00 | 4.61 | |||||||
| KELLOGG | 63.70 | 25.4 | 2.51 | 2.28 | 3.62 | |||||||
| 3M | 170.58 | 20.6 | 8.28 | 5.76 | 3.41 | |||||||
| CUMMINS | 165.05 | 10.1 | 16.38 | 5.24 | 3.20 | |||||||
| CVS CAREMARK | 63.90 | 17.9 | 3.57 | 2.00 | 3.14 | |||||||
| JOHNSON & JOHNSON | 130.43 | 21.6 | 6.03 | 3.80 | 2.93 | |||||||
| CISCO SYSTEMS | 49.93 | 19.2 | 2.60 | 1.40 | 2.85 | |||||||
| CORNING | 30.25 | 18.6 | 1.63 | 0.80 | 2.74 | |||||||
| JPMORGAN CHASE | 117.91 | 12.0 | 9.79 | 3.60 | 2.74 | |||||||
| AMERIPRISE FINANCIAL | 146.38 | 10.8 | 13.58 | 3.88 | 2.68 | |||||||
| T. ROWE PRICE GROUP | 118.12 | 14.9 | 7.95 | 3.04 | 2.58 | |||||||
| ILLINOIS TOOL WORKS | 159.85 | 21.5 | 7.45 | 4.28 | 2.54 | |||||||
| HOME DEPOT | 233.80 | 23.3 | 10.04 | 5.44 | 2.33 | |||||||
| TRAVELERS | 148.30 | 14.8 | 10.03 | 3.28 | 2.24 | |||||||
| UNITED TECHNOLOGIES | 137.46 | 22.4 | 6.13 | 2.94 | 2.20 | |||||||
| MEDTRONIC | 110.38 | 33.8 | 3.27 | 2.16 | 2.01 | |||||||
| STANLEY BLACK & DECKER | 147.12 | 31.3 | 4.70 | 2.76 | 1.87 | |||||||
| STARBUCKS | 92.06 | 32.6 | 2.82 | 1.44 | 1.59 | |||||||
| ABBOTT LABORATORIES | 85.21 | 52.3 | 1.63 | 1.28 | 1.54 | |||||||
| APPLE | 223.08 | 19.0 | 11.73 | 3.08 | 1.42 | |||||||
| WALT DISNEY | 137.50 | 17.3 | 7.93 | 1.76 | 1.30 | |||||||
| NIKE | 87.67 | 35.2 | 2.49 | 0.88 | 1.01 | |||||||
| VISA | 177.98 | 34.2 | 5.21 | 1.00 | 0.57 | |||||||
| MASTERCARD | 276.40 | 42.6 | 6.49 | 1.32 | 0.48 | |||||||
| BERKSHIRE HATHAWAY A | 324010.00 | 28.5 | 11356.59 | 0.00 | 0.00 | |||||||
| 1234.25 | 24.9 | 49.54 | 0.00 | 0.00 |