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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 16.19   13.7 1.18 1.80 10.99
TEEKAY TANKERS 1.10   0.0 -0.03 0.00 10.71
MACQUARIE INFRASTRUCTURE 38.15   32.9 1.16 4.00 10.57
B&G FOODS 17.72   6.5 2.72 1.90 10.51
APOLLO COMMERCIAL REAL ESTATE FINANCE 18.67   12.1 1.54 1.84 9.70
CENTURYLINK 11.21   0.0 -7.43 1.00 8.81
ARES CAPITAL 18.57   10.2 1.82 1.60 8.46
STARWOOD PROPERTY TRUST 23.83   18.0 1.32 1.92 8.12
SENIOR HOUSING PROPERTIES 8.59   0.0 -0.34 0.60 6.93
ALTRIA GROUP 46.41   13.8 3.36 3.20 6.92
OMEGA HEALTHCARE INVESTORS 40.18   31.6 1.27 2.64 6.74
BP 36.21   13.7 2.64 2.44 6.64
ABBVIE 65.97   24.2 2.72 4.28 6.34
ENTERPRISE PRODUCTS 28.16   12.2 2.31 1.76 6.01
AT&T 34.82   14.6 2.38 2.04 5.80
PEBBLEBROOK HOTEL TRUST 26.53   0.0 -0.41 1.52 5.72
MAIN STREET CAPITAL 43.61   17.0 2.57 2.46 5.66
CANADIAN IMPERIAL BANK OF COMMERCE 75.24   8.8 8.59 4.14 5.55
PHILIP MORRIS INTERNATIONAL 82.95   16.5 5.03 4.56 5.49
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
BANK OF NOVA SCOTIA 50.98   10.0 5.10 2.66 5.18
EXXON MOBIL 67.49   16.3 4.15 3.48 4.99
KINDER MORGAN 20.20   20.4 0.99 1.00 4.97
STAG INDUSTRIAL 29.12   47.0 0.62 1.43 4.91
DOMINION RESOURCES 75.94   52.0 1.46 3.67 4.77
WELLS FARGO 45.62   9.4 4.84 2.04 4.57
BROOKFIELD INFRASTRUCTURE PARTNERS LP 45.77   1.0 0.03 2.01 4.41
CORESITE REALTY 112.48   52.8 2.13 4.88 4.30
SOUTHERN COMPANY 58.45   13.7 4.28 2.48 4.30
VERIZON COMM 56.78   14.8 3.83 2.41 4.28
ROYAL BANK OF CANADA 74.69   11.3 6.61 3.18 4.19
TORONTO-DOMINION BANK 54.59   11.6 4.71 2.26 4.18
PFIZER 35.08   16.0 2.19 1.44 4.16
GENERAL MOTORS 37.26   5.9 6.29 1.52 4.11
GILEAD SCIENCES 62.51   13.6 4.61 2.52 3.93
BLACKSTONE GROUP LP 48.81   27.4 1.78 1.92 3.88
AVAGO TECHNOLOGIES 272.13   33.6 8.11 10.60 3.69
GENERAL MILLS 54.68   18.9 2.90 1.96 3.61
WALGREENS BOOTS ALLIANCE 49.32   9.7 5.10 1.83 3.60
3M 155.85   18.8 8.28 5.76 3.57
MORGAN STANLEY 40.27   8.8 4.59 1.40 3.51
CONSOLIDATED EDISON 86.91   20.6 4.21 2.96 3.35
CVS CAREMARK 60.24   16.9 3.57 2.00 3.24
QUALCOMM 73.52   26.1 2.82 2.48 3.23
TARGET 106.32   17.6 6.04 2.64 3.09
JPMORGAN CHASE 108.72   11.1 9.79 3.60 2.98
COCA-COLA 53.74   32.8 1.64 1.60 2.96
JOHNSON & JOHNSON 131.27   21.8 6.03 3.80 2.91
PEPSICO 132.66   14.7 9.02 3.82 2.89
CISCO SYSTEMS 46.61   17.9 2.60 1.40 2.87
INTEL 44.96   10.5 4.29 1.26 2.67
UNILEVER 60.55   0.0 0.00 1.86 2.58
HOME DEPOT 221.02   22.0 10.04 5.44 2.51
PROCTER & GAMBLE 119.42   87.8 1.36 2.98 2.51
TEXAS INSTRUMENTS 120.29   22.0 5.47 3.08 2.44
COLGATE PALMOLIVE 72.23   27.5 2.63 1.72 2.37
BANK OF AMERICA 26.47   9.4 2.80 0.72 2.23
MCDONALDS 219.49   28.8 7.61 4.64 2.12
HONEYWELL INTERNATIONAL 162.90   17.3 9.44 3.28 2.01
APPLE 202.64   17.3 11.73 3.08 1.45
DHT HOLDINGS 5.49   0.0 -0.02 0.08 1.41
FRESENIUS MEDICAL CARE 33.33   14.5 2.30 0.45 1.35
MICROSOFT 133.39   26.3 5.07 1.84 1.33
WALT DISNEY 136.08   17.2 7.93 1.76 1.30
EQT 10.35   0.0 -1.41 0.12 1.01
ACTIVISION BLIZZARD 47.33   21.6 2.19 0.37 0.75
VISA 180.09   34.6 5.21 1.00 0.56
GENERAL ELECTRIC 8.19   0.0 -2.15 0.04 0.48
NVIDIA 162.44   36.7 4.43 0.64 0.37
ADVANCED MICRO DEVICES 29.54   173.8 0.17 0.00 0.00
ALLIANZ SE 21.88   0.0 0.00 0.00 0.00
BASF SE 16.02   0.0 0.00 0.00 0.00
BAYERISCHE MOTOREN WERKE 21.61   0.0 0.00 0.00 0.00
DAIMLER 44.93   0.0 0.00 0.00 0.00
ELECTRONIC ARTS 92.91   13.0 7.13 0.00 0.00
MICRON TECHNOLOGY 42.96   5.0 8.53 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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