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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
ALTRIA GROUP 44.46   13.2 3.36 3.36 7.23
ABBVIE 70.83   26.0 2.72 4.28 6.28
PHILIP MORRIS INTERNATIONAL 74.90   14.9 5.03 4.68 6.12
AT&T 38.38   16.1 2.38 2.04 5.43
EXXON MOBIL 71.98   17.3 4.15 3.48 4.83
VENTAS 71.17   51.6 1.38 3.17 4.41
SOUTHERN COMPANY 59.99   14.0 4.28 2.48 4.19
VERIZON COMM 60.43   15.8 3.83 2.46 4.04
CHEVRON 121.42   15.7 7.72 4.76 3.91
PFIZER 37.28   17.0 2.19 1.44 3.85
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
GENERAL MILLS 54.09   18.6 2.90 1.96 3.59
3M 170.58   20.6 8.28 5.76 3.41
CUMMINS 165.05   10.1 16.38 5.24 3.20
QUALCOMM 79.08   28.0 2.82 2.48 3.15
CVS CAREMARK 63.90   17.9 3.57 2.00 3.14
COCA-COLA 55.11   33.6 1.64 1.60 2.94
JOHNSON & JOHNSON 130.43   21.6 6.03 3.80 2.93
CISCO SYSTEMS 49.93   19.2 2.60 1.40 2.85
PEPSICO 137.29   15.2 9.02 3.82 2.81
JPMORGAN CHASE 117.91   12.0 9.79 3.60 2.74
PROCTER & GAMBLE 122.77   90.3 1.36 2.98 2.49
TARGET 108.94   18.0 6.04 2.64 2.43
LOCKHEED MARTIN 386.63   18.8 20.52 8.80 2.31
BOEING 375.63   44.0 8.54 8.22 2.22
MCDONALDS 212.15   27.9 7.61 4.64 2.21
AFLAC 51.47   12.6 4.10 1.08 2.12
HONEYWELL INTERNATIONAL 168.63   17.9 9.44 3.28 1.93
VF CORP 90.35   31.6 2.86 1.72 1.91
STARBUCKS 92.06   32.6 2.82 1.44 1.59
ABBOTT LABORATORIES 85.21   52.3 1.63 1.28 1.54
MCCORMICK 157.81   30.8 5.13 2.28 1.46
MICROSOFT 137.52   27.1 5.07 1.84 1.35
WALT DISNEY 137.50   17.3 7.93 1.76 1.30
NIKE 87.67   35.2 2.49 0.88 1.01
STRYKER 220.04   23.6 9.34 2.08 0.97
COSTCO WHOLESALE 289.89   35.6 8.15 2.60 0.88
DOLLAR GENERAL 157.10   25.2 6.23 1.28 0.81
VISA 177.98   34.2 5.21 1.00 0.57
MASTERCARD 276.40   42.6 6.49 1.32 0.48

ALTRIA GROUP - MO
ALTRIA GROUP - MO  


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