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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 32.35   12.1 2.68 2.04 6.34
ALTRIA GROUP 50.86   15.5 3.28 3.20 6.20
PHILIP MORRIS INTERNATIONAL 77.59   15.7 4.95 4.56 5.84
ABBVIE 78.69   22.6 3.49 4.28 5.45
VENTAS 65.43   51.9 1.26 3.17 4.92
EXXON MOBIL 74.35   17.1 4.34 3.48 4.70
SOUTHERN COMPANY 55.15   16.9 3.27 2.48 4.55
VERIZON COMM 57.62   14.8 3.88 2.41 4.24
CHEVRON 120.81   16.7 7.23 4.76 3.96
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
QUALCOMM 68.72   36.4 1.89 2.48 3.56
3M 166.69   17.7 9.43 5.76 3.41
PFIZER 42.50   21.8 1.95 1.44 3.37
COCA-COLA 51.31   32.7 1.57 1.60 3.10
TARGET 88.30   15.5 5.71 2.56 2.91
JPMORGAN CHASE 109.54   11.8 9.26 3.20 2.89
PEPSICO 132.94   15.0 8.86 3.82 2.87
CUMMINS 163.86   10.6 15.43 4.56 2.80
PROCTER & GAMBLE 110.91   26.4 4.20 2.98 2.73
JOHNSON & JOHNSON 140.71   26.1 5.40 3.80 2.72
LOCKHEED MARTIN 349.08   17.8 19.57 8.80 2.56
CISCO SYSTEMS 54.75   18.9 2.90 1.40 2.51
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
AFLAC 55.04   13.5 4.08 1.08 1.99
HONEYWELL INTERNATIONAL 173.19   19.2 9.02 3.28 1.91
STARBUCKS 84.24   36.5 2.31 1.44 1.74
ABBOTT LABORATORIES 82.22   55.6 1.48 1.28 1.56
MCCORMICK 156.85   31.8 4.94 2.28 1.45
MICROSOFT 132.45   29.4 4.50 1.84 1.40
WALT DISNEY 141.74   15.9 8.91 1.76 1.30
STRYKER 196.78   21.2 9.27 2.08 1.07
NIKE 83.61   32.7 2.56 0.88 1.06
COSTCO WHOLESALE 260.15   31.9 8.15 2.60 1.01
DOLLAR GENERAL 135.69   22.2 6.10 1.28 0.94
VISA 169.35   35.0 4.84 1.00 0.59
MASTERCARD 261.20   43.6 5.99 1.32 0.50

AT&T - T
AT&T - T  


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