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March To Freedom Fund 1st Quarter Update: 12%+ Portfolio Growth And 31% Increase In Dividends

Published Sun, 07 Apr 2019 20:03:51 -0400 on Seeking Alpha

Now that the first quarter of 2019 has ended, it is time to review how the March to Freedom Fund performed during this time. The March to Freedom Fund will provide income for my wife and I in retirement, which is 20 years or so away. The goal is to live off the dividends from the portfolio in retirement.
Through the end of the first quarter, our portfolio gained 12.4%. As always, this includes dividends received, but not contributions that we have made. By comparison, the S&P 500 had a total return of 13.7% according to Morningstar. Our primary goal is to increase dividend income, but it is nice to see that our portfolio has returned double digits in just three months.
Let's look at how some individual names performed in our portfolio in the first quarter.
I like to look at which stocks were our best and worst performers. I was surprised by some of the names in our top performers group this quarter.
The top performing position for us was Philip Morris (PM). The stock returned almost 34% through the end of the first quarter. This was striking, because the stock lost nearly 37% in 2018, making it our worst performer last year. It’s almost as if sentiment regarding Philip Morris changed as soon as the calendar turned to 2019.
Much of this return could be attributed to that the company’s fourth quarter and full year results weren’t as bad as the market had been expecting. Revenues declined 9.5% year-over-year, but this was less than analysts had predicted.... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
AT&T 30.79   10.7 2.87 2.04 6.36
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
PHILIP MORRIS INTERNATIONAL 84.45   17.1 4.95 4.56 5.41
SOUTHERN COMPANY 52.23   23.8 2.19 2.48 4.62
VERIZON COMM 57.08   14.7 3.88 2.41 4.13
REALTY INCOME 69.92   55.5 1.26 2.71 3.99
EXXON MOBIL 81.76   16.8 4.88 3.28 3.96
CHEVRON 118.28   15.3 7.74 4.76 3.90
CVS CAREMARK 52.93   0.0 -0.55 2.00 3.81
GENERAL MILLS 50.68   19.9 2.55 1.96 3.79
PFIZER 39.37   21.2 1.86 1.44 3.69
COCA-COLA 47.98   30.6 1.57 1.60 3.38
TARGET 82.88   15.0 5.51 2.56 3.12
QUALCOMM 86.83   55.0 1.58 2.48 3.03
PEPSICO 126.92   14.3 8.86 3.71 2.93
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
CUMMINS 166.17   12.6 13.19 4.56 2.75
3M 219.08   24.6 8.90 5.76 2.64
JOHNSON & JOHNSON 139.20   25.8 5.40 3.60 2.61
CISCO SYSTEMS 56.88   20.5 2.77 1.40 2.48
MCDONALDS 197.63   26.2 7.54 4.64 2.39
AFLAC 48.89   13.0 3.76 1.08 2.22
BOEING 375.46   21.0 17.88 8.22 2.19
VF CORP 94.73   27.5 3.45 2.04 2.15
HONEYWELL INTERNATIONAL 171.29   19.0 9.02 3.28 1.95
STARBUCKS 76.39   34.0 2.25 1.44 1.91
ABBOTT LABORATORIES 76.75   51.9 1.48 1.28 1.72
MCCORMICK 151.33   30.6 4.94 2.28 1.49
MICROSOFT 125.01   29.0 4.31 1.84 1.49
WALT DISNEY 135.10   18.5 7.31 1.76 1.34
STRYKER 185.04   20.0 9.27 2.08 1.14
DOLLAR GENERAL 126.04   21.1 5.98 1.28 1.04
NIKE 88.39   34.5 2.56 0.88 1.01
COSTCO WHOLESALE 247.96   31.8 7.80 2.28 0.94
VISA 161.49   34.8 4.64 1.00 0.62
MASTERCARD 245.29   43.8 5.60 1.32 0.54

AT&T - T
AT&T - T  


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