Dividend-News

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My Dividend Growth Portfolio Q2 Update: 41 Holdings, 8 Buys, 8 Sells

Published Wed, 03 Jul 2019 02:50:21 -0400 on Seeking Alpha

Introduction Welcome to my monthly update for my dividend growth portfolio. This article series covers my investing journey as a father of two towards my eventual retirement. Any specific stocks or amounts are particular to my self-directed 401K plan.
The goal of my portfolio is to generate a growing income stream for me and my wife during our golden years. The aim is to live off dividends without touching the principal. Dividend growth stocks are the chosen vehicle to meet that goal. Now 34, I have approximately 25 years before I can (safely) touch any of this money.
For anyone interested in seeing changes in real time, I have my portfolio and dividends tracked on Dividend Derek. I also have a trimmed version that you can freely take for yourself if you wish, found here.
I've received some questions in the past, so you can save off a copy by selecting "File" -> "Make A Copy."

Change Log
I introduced a change log as a quick reference to highlight relevant non-data changes. Things like dividends collected, dividend increases and charts will all change each month regardless.
Revamped "Dividend Reinvestment" section Reorganized "Buying Criteria" section Commentary
June continued pushing new highs and I've felt increasing leery about it all. As I'll cover in the trade section, I began setting limits for both buys and sales as the tale of two markets seems to continue. Many stocks are pushing new all-time highs seemingly daily while others are in their... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
ANNALY CAPITAL MANAGEMENT 9.31   0.0 -1.59 1.20 12.93
GLOBAL X SUPERDIVIDEND ETF 17.20   0.0 0.00 0.00 9.05
TANGER FACTORY OUTLET CENTERS 16.39   19.1 0.86 1.42 8.61
IRON MOUNTAIN 30.15   24.9 1.21 2.44 8.04
POWERSHARES CEF INCOME COMPOSITE 22.80   0.0 0.00 0.00 6.56
ALTRIA GROUP 49.45   15.1 3.28 3.20 6.46
ABBVIE 68.32   19.6 3.49 4.28 6.09
AT&T 33.26   12.4 2.68 2.04 6.05
KRAFT HEINZ 30.44   0.0 -8.40 1.60 5.22
SIMON PROPERTY GROUP 160.14   20.9 7.65 8.20 5.04
VENTAS 68.60   54.4 1.26 3.17 4.62
PRUDENTIAL FINANCIAL 100.11   11.7 8.57 4.00 3.93
CVS CAREMARK 56.23   0.0 -0.44 2.00 3.48
3M 174.67   18.5 9.43 5.76 3.33
WALGREENS BOOTS ALLIANCE 54.52   10.7 5.10 1.83 3.15
JOHNSON & JOHNSON 131.86   21.9 6.03 3.80 2.82
JPMORGAN CHASE 113.99   11.6 9.79 3.60 2.81
T. ROWE PRICE GROUP 108.88   14.4 7.57 3.04 2.75
CUMMINS 169.29   11.0 15.43 5.24 2.66
ILLINOIS TOOL WORKS 150.32   20.0 7.51 4.00 2.64
HOME DEPOT 215.61   21.7 9.92 5.44 2.49
CORNING 32.95   14.2 2.32 0.80 2.40
UNITED TECHNOLOGIES 130.10   20.0 6.49 2.94 2.21
MEDTRONIC 100.92   29.5 3.42 2.16 2.16
TRAVELERS 152.38   15.5 9.85 3.28 2.12
STANLEY BLACK & DECKER 142.84   33.5 4.26 2.64 1.80
STARBUCKS 90.25   39.1 2.31 1.44 1.60
APPLE 203.35   17.1 11.89 3.08 1.50
WALT DISNEY 142.57   16.0 8.91 1.76 1.21
NIKE 87.50   35.1 2.49 0.88 0.98
VISA 179.15   37.0 4.84 1.00 0.55
MASTERCARD 275.28   46.0 5.99 1.32 0.47
GOOGLE 1146.35   28.8 39.87 0.00 0.00
ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND INDEX FUND 30.59   0.0 0.00 0.00 0.00
ISHARES FTSE NAREIT MORTG PLUS CAPPED INDEX FUND 42.95   0.0 0.00 0.00 0.00

ANNALY CAPITAL MANAGEMENT - NLY
ANNALY CAPITAL MANAGEMENT - NLY  


Older articles featuring Annaly Capital Management (NLY):
Income Investing And The Changing Yield Curve
AGNC Investment's Q2 2019 Income Statement And Earnings Projection - Part 2 (Includes Dividend Sustainability...
2019 Half Year 10% Yield Update; Truth Behind High-Yield Is Revealed
An Exceptionally Steady 6.9% Yield From Annaly Capital Management's Preferred
MORL-MRRL Spread Hits An All-Time High. Opportunities In The 20%+ Current Yield ETNs
Global X SuperDividend REIT ETF: 8% Yield Comes With Higher Risk
Buy Two Harbors After The Dividend Reduction
MORL And MRRL: Multiple Dividend Cuts Coming Among Mortgage REITs
Why We Are Invested In These Super High Dividends - Yields Up To 16.2%
Income Strategies For An Inverted Yield Curve

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