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Dividend Portfolio Review: New Dividend Record For May

Published Mon, 03 Jun 2019 11:04:28 -0400 on Seeking Alpha

It's May, and this is the best time of the year for a German dividend investor, as this is the month where most of Germany's companies distribute their annual dividends. As such, it was no surprise that May set a new record in dividend income, but I am still baffled by the amount and the growth compared to the previous year.

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With Trump catching investors completely by surprise when he announced new tariffs on Chinese exports, markets wobbled heavily and eventually took a significant beating as the month unfolded. I had to raise capital by selling out smaller holdings and carefully redeploy into larger holdings. So far however, "Sell in May and Go Away!" would have been the much better route to take.
Portfolio Changes | 1 new stock, 6 sales and 22 repurchases
I invested a net total of around $1,300 in May and grew the portfolio with one new stock I wanted to own for a long time, and suddenly a buying opportunity arose I had to take for an initial position in The Trade Desk (TTD).
There were no major purchases this month as the sudden flare-up in the trade war and the actions against Huawei were not painting an attractive picture for investing. Still, that did not mean I stopped investing as you never know how quickly things could change. At the same time, being able to buy quality businesses at fair prices has never been a bad idea.
On the sale side, I decided to reduce the number of positions in my portfolio by selling shares of Incyte... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
HI CRUSH PARTNERS LP 2.30   2.8 0.82 0.00 39.30
APOLLO INVESTMENT 16.02   15.9 1.01 1.80 11.04
TEEKAY TANKERS 1.19   0.0 -0.08 0.00 10.34
MACQUARIE INFRASTRUCTURE 40.14   27.1 1.48 4.00 9.92
APOLLO COMMERCIAL REAL ESTATE FINANCE 18.82   12.1 1.56 1.84 9.85
ARES CAPITAL 18.11   9.3 1.95 1.60 8.91
CENTURYLINK 11.33   0.0 -7.51 1.00 8.88
STARWOOD PROPERTY TRUST 23.12   17.9 1.29 1.92 8.42
B&G FOODS 22.71   8.9 2.56 1.90 8.36
SENIOR HOUSING PROPERTIES 8.25   24.3 0.34 0.60 7.19
OMEGA HEALTHCARE INVESTORS 37.75   28.6 1.32 2.64 7.06
AT&T 32.41   12.1 2.68 2.04 6.32
ALTRIA GROUP 49.90   15.2 3.28 3.20 6.29
ENTERPRISE PRODUCTS 28.84   13.9 2.07 1.75 6.10
BP 41.09   14.0 2.94 2.44 6.03
PHILIP MORRIS INTERNATIONAL 76.65   15.5 4.95 4.56 5.85
MAIN STREET CAPITAL 41.68   14.4 2.89 2.46 5.82
DHT HOLDINGS 5.59   0.0 -0.15 0.32 5.75
CANADIAN IMPERIAL BANK OF COMMERCE 78.56   9.1 8.63 4.14 5.51
ABBVIE 77.61   22.2 3.49 4.28 5.44
PEBBLEBROOK HOTEL TRUST 29.03   0.0 -0.03 1.52 5.30
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
BANK OF NOVA SCOTIA 53.64   10.5 5.10 2.58 4.95
KINDER MORGAN 20.94   30.8 0.68 1.00 4.87
DOMINION RESOURCES 77.17   36.8 2.10 3.67 4.80
BROOKFIELD INFRASTRUCTURE PARTNERS LP 42.50   354.2 0.12 2.01 4.71
EXXON MOBIL 75.32   17.4 4.34 3.48 4.63
STAG INDUSTRIAL 31.38   51.4 0.61 1.43 4.57
SOUTHERN COMPANY 55.74   17.0 3.27 2.48 4.47
GENERAL MOTORS 36.78   5.8 6.29 1.52 4.21
VERIZON COMM 57.63   14.8 3.88 2.41 4.18
AVAGO TECHNOLOGIES 277.49   34.2 8.11 10.60 3.99
WELLS FARGO 45.65   10.1 4.52 1.80 3.98
ROYAL BANK OF CANADA 79.17   12.0 6.58 3.02 3.96
TORONTO-DOMINION BANK 57.95   12.3 4.71 2.19 3.92
CORESITE REALTY 117.40   54.1 2.17 4.88 3.77
GILEAD SCIENCES 68.26   15.1 4.53 2.52 3.76
GENERAL MILLS 53.32   20.9 2.55 1.96 3.70
CVS CAREMARK 54.89   0.0 -0.44 2.00 3.67
QUALCOMM 71.80   38.0 1.89 2.48 3.59
3M 170.75   18.1 9.43 5.76 3.45
CONSOLIDATED EDISON 88.88   20.4 4.35 2.96 3.36
PFIZER 43.50   22.3 1.95 1.44 3.36
BLACKSTONE GROUP LP 44.80   18.5 2.42 1.48 3.35
WALGREENS BOOTS ALLIANCE 52.90   9.9 5.32 1.76 3.33
COCA-COLA 51.12   32.6 1.57 1.60 3.15
TARGET 86.16   15.1 5.71 2.64 2.94
JPMORGAN CHASE 109.91   11.9 9.26 3.20 2.93
TEXAS INSTRUMENTS 111.30   20.2 5.51 3.08 2.89
PEPSICO 132.85   15.0 8.86 3.82 2.88
MORGAN STANLEY 43.14   9.3 4.66 1.20 2.82
INTEL 47.07   10.6 4.42 1.26 2.73
JOHNSON & JOHNSON 140.45   26.0 5.40 3.80 2.73
PROCTER & GAMBLE 110.42   26.3 4.20 2.98 2.69
HOME DEPOT 207.94   21.0 9.92 5.44 2.63
UNILEVER 61.56   0.0 0.00 1.86 2.58
CISCO SYSTEMS 56.13   19.4 2.90 1.40 2.53
COLGATE PALMOLIVE 73.53   27.4 2.68 1.72 2.34
MCDONALDS 204.55   27.1 7.54 4.64 2.28
BANK OF AMERICA 28.32   10.5 2.69 0.60 2.15
HONEYWELL INTERNATIONAL 175.41   19.4 9.02 3.28 1.90
APPLE 197.87   16.6 11.89 3.08 1.59
MICROSOFT 135.69   30.2 4.50 1.84 1.38
WALT DISNEY 140.92   15.8 8.91 1.76 1.25
FRESENIUS MEDICAL CARE 39.48   10.5 3.77 0.45 1.19
ACTIVISION BLIZZARD 45.33   19.9 2.28 0.37 0.82
EQT 15.16   0.0 -1.83 0.12 0.76
VISA 170.69   35.3 4.84 1.00 0.59
NVIDIA 153.12   29.0 5.29 0.64 0.44
GENERAL ELECTRIC 10.34   0.0 -2.07 0.04 0.40
ADVANCED MICRO DEVICES 30.50   122.0 0.25 0.00 0.00
ALLIANZ SE 23.77   0.0 0.00 0.00 0.00
BASF SE 17.46   0.0 0.00 0.00 0.00
BAYERISCHE MOTOREN WERKE 24.08   0.0 0.00 0.00 0.00
DAIMLER 55.32   0.0 0.00 0.00 0.00
ELECTRONIC ARTS 92.58   27.8 3.33 0.00 0.00
MICRON TECHNOLOGY 33.94   3.1 10.89 0.00 0.00

HI CRUSH PARTNERS LP - HCLP
HI CRUSH PARTNERS LP - HCLP  


Older articles featuring Hi Crush Partners Lp (HCLP):
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Dividends By The Numbers In 2018
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