Dividend-News

Daily dividend news for investors in dividend stocks


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.

Image Source
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 16.78   14.2 1.18 1.80 10.73
TEEKAY TANKERS 1.20   0.0 -0.03 0.00 10.08
MACQUARIE INFRASTRUCTURE 39.63   34.2 1.16 4.00 10.04
B&G FOODS 19.58   7.2 2.72 1.90 9.75
APOLLO COMMERCIAL REAL ESTATE FINANCE 19.35   12.6 1.54 1.84 9.57
ARES CAPITAL 19.19   10.5 1.82 1.60 8.39
STARWOOD PROPERTY TRUST 24.39   18.5 1.32 1.92 7.95
CENTURYLINK 13.53   0.0 -7.43 1.00 7.94
ALTRIA GROUP 44.46   13.2 3.36 3.36 7.23
SENIOR HOUSING PROPERTIES 8.89   0.0 -0.34 0.60 6.73
OMEGA HEALTHCARE INVESTORS 41.16   32.4 1.27 2.64 6.57
BP 37.67   14.3 2.64 2.44 6.45
ABBVIE 70.83   26.0 2.72 4.28 6.28
ENTERPRISE PRODUCTS 28.68   12.4 2.31 1.76 6.13
PHILIP MORRIS INTERNATIONAL 74.90   14.9 5.03 4.68 6.12
MAIN STREET CAPITAL 43.18   16.8 2.57 2.46 5.69
AT&T 38.38   16.1 2.38 2.04 5.43
PEBBLEBROOK HOTEL TRUST 28.65   0.0 -0.41 1.52 5.23
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
CANADIAN IMPERIAL BANK OF COMMERCE 81.35   9.5 8.59 4.33 5.17
KINDER MORGAN 20.42   20.6 0.99 1.00 4.94
STAG INDUSTRIAL 29.50   47.6 0.62 1.43 4.93
EXXON MOBIL 71.98   17.3 4.15 3.48 4.83
BANK OF NOVA SCOTIA 56.20   11.2 5.02 2.70 4.79
DOMINION RESOURCES 78.54   53.8 1.46 3.67 4.77
CORESITE REALTY 116.12   54.5 2.13 4.88 4.43
BROOKFIELD INFRASTRUCTURE PARTNERS LP 47.35   1.0 0.03 2.01 4.25
WELLS FARGO 48.65   10.0 4.84 2.04 4.22
SOUTHERN COMPANY 59.99   14.0 4.28 2.48 4.19
VERIZON COMM 60.43   15.8 3.83 2.46 4.04
TORONTO-DOMINION BANK 56.54   11.9 4.74 2.22 4.02
ROYAL BANK OF CANADA 78.79   11.9 6.61 3.16 4.00
BLACKSTONE GROUP LP 52.24   29.4 1.78 1.92 3.87
PFIZER 37.28   17.0 2.19 1.44 3.85
GENERAL MOTORS 39.07   6.2 6.29 1.52 3.84
GILEAD SCIENCES 66.36   14.4 4.61 2.52 3.76
AVAGO TECHNOLOGIES 300.58   37.1 8.11 10.60 3.60
GENERAL MILLS 54.09   18.6 2.90 1.96 3.59
3M 170.58   20.6 8.28 5.76 3.41
CONSOLIDATED EDISON 90.19   21.4 4.21 2.96 3.31
WALGREENS BOOTS ALLIANCE 55.56   10.9 5.10 1.83 3.22
MORGAN STANLEY 44.32   9.7 4.59 1.40 3.21
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
UNILEVER 60.75   0.0 0.00 1.86 2.58
PROCTER & GAMBLE 122.77   90.3 1.36 2.98 2.49
BANK OF AMERICA 29.67   10.6 2.80 0.72 2.45
INTEL 53.01   12.4 4.29 1.26 2.43
TARGET 108.94   18.0 6.04 2.64 2.43
TEXAS INSTRUMENTS 130.22   23.8 5.47 3.08 2.42
COLGATE PALMOLIVE 72.29   27.5 2.63 1.72 2.38
HOME DEPOT 233.80   23.3 10.04 5.44 2.33
MCDONALDS 212.15   27.9 7.61 4.64 2.21
HONEYWELL INTERNATIONAL 168.63   17.9 9.44 3.28 1.93
APPLE 223.08   19.0 11.73 3.08 1.42
DHT HOLDINGS 5.90   0.0 -0.02 0.08 1.37
MICROSOFT 137.52   27.1 5.07 1.84 1.35
WALT DISNEY 137.50   17.3 7.93 1.76 1.30
FRESENIUS MEDICAL CARE 34.62   15.0 2.30 0.45 1.29
EQT 12.29   0.0 -1.41 0.12 1.02
ACTIVISION BLIZZARD 55.45   25.3 2.19 0.37 0.66
VISA 177.98   34.2 5.21 1.00 0.57
GENERAL ELECTRIC 9.26   0.0 -2.15 0.04 0.44
NVIDIA 184.27   41.6 4.43 0.64 0.35
ADVANCED MICRO DEVICES 30.21   177.7 0.17 0.00 0.00
ALLIANZ SE 23.20   0.0 0.00 0.00 0.00
BASF SE 17.74   0.0 0.00 0.00 0.00
BAYERISCHE MOTOREN WERKE 23.77   0.0 0.00 0.00 0.00
DAIMLER 52.83   0.0 0.00 0.00 0.00
ELECTRONIC ARTS 98.34   13.8 7.13 0.00 0.00
MICRON TECHNOLOGY 50.44   5.9 8.53 0.00 0.00

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


Older articles featuring Hi Crush Partners Lp (HCLP):
21%+ Yields: If You Like Dividend Income, There’s No Better Opportunity Than This
Road To Financial Independence: New Dividend Record In March
Dividend Portfolio Review: 22% Y/Y Growth In January
Dividends By The Numbers In 2018
94 Mid-December 10%+ Yield Dividend WallStars Enjoy Jolly Target Gains
Portfolio Update: Stocks Getting Slammed As Dividends Shine Bright
Road To Financial Independence: Growing Dividends, Endless Opportunities But Limited Capital
50 Top Yield Basic Materials Dividend WallStars For October By Dividend Dogcatcher
80 Top 10%+ Yield WallStars For October 2019 From Dividend Dogcatcher
Dividend Sensei's Portfolio Update 53: The Only 3 Reasons You Should Sell A Stock

More