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My Dividend Growth Portfolio: Q2 2019 Summary

Published Mon, 08 Jul 2019 10:31:25 -0400 on Seeking Alpha

Introduction
It's time to summarize another quarter. The last quarter was very volatile. After the S&P 500 plunged by over 6.5% in May, it more than recovered in June reaching a new all-time high. Unlike the first quarter the gains were very erratic. Year to date the S&P 500 is up 18.6%, and my portfolio showed gains consistent with the broader market. While it's not my ultimate benchmark, I still compare my performance to the S&P 500 as it shows an alternative way of investing.
My main goal is to achieve a growing stream of dividends, which will give me some more financial freedom. In Q2 2019, my dividend income rose by 17.6% QoQ. This is a major decline from the 25.2% growth in Q1. I attribute it to the dividend cut made by Kraft Heinz (KHC) as well as the fact that I contributed less funds to my dividend growth portfolio. I still hope to eventually achieve a 25% dividend income growth in 2019, and hopefully the banks meaningful dividend increases will help me to achieve this goal. In order to achieve it, I will also need to add more funds to the portfolio, 6%-7% overall dividend growth and reinvesting received dividends. This is an ambitious goal, but I still believe I can achieve it.
I predicted at the end of Q1 that Q2 will be volatile, and I was right this time. The reasons for the volatility were diverse. The Brexit still has no conclusion, and the British prime minister has resigned. Trade tensions between the United States and China are still a major... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
MACY'S 17.00   5.2 3.29 1.51 8.83
ALTRIA GROUP 44.46   13.2 3.36 3.36 7.23
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
MAGELLAN MIDSTREAM PARTNERS 65.61   11.0 5.99 4.05 6.20
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
KRAFT HEINZ 29.03   0.0 0.00 1.60 5.52
AT&T 38.38   16.1 2.38 2.04 5.43
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
LAS VEGAS SANDS 60.15   24.1 2.50 3.08 5.22
KINDER MORGAN 20.42   20.6 0.99 1.00 4.94
EXXON MOBIL 71.98   17.3 4.15 3.48 4.83
DOMINION RESOURCES 78.54   53.8 1.46 3.67 4.77
WP CAREY & CO 88.72   31.4 2.83 4.14 4.73
IBM 143.62   14.8 9.68 6.48 4.47
VALERO ENERGY 83.70   13.8 6.06 3.60 4.41
VENTAS 71.17   51.6 1.38 3.17 4.41
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
CARNIVAL 49.62   11.7 4.25 2.00 4.03
DUKE ENERGY 94.96   21.0 4.52 3.78 4.02
CHEVRON 121.42   15.7 7.72 4.76 3.91
PFIZER 37.28   17.0 2.19 1.44 3.85
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
KELLOGG 63.70   25.4 2.51 2.28 3.62
GENERAL MILLS 54.09   18.6 2.90 1.96 3.59
ARCHER-DANIELS-MIDLAND 41.45   17.8 2.33 1.40 3.47
3M 170.58   20.6 8.28 5.76 3.41
DIGITAL REALTY 126.53   116.1 1.09 4.32 3.38
EATON 87.30   17.0 5.14 2.84 3.27
CATERPILLAR 131.75   12.3 10.74 4.12 3.16
CVS CAREMARK 63.90   17.9 3.57 2.00 3.14
EMERSON ELECTRIC 64.71   18.4 3.52 1.96 3.02
CITIGROUP 69.30   9.6 7.19 2.04 2.96
COCA-COLA 55.11   33.6 1.64 1.60 2.94
JOHNSON & JOHNSON 130.43   21.6 6.03 3.80 2.93
PEPSICO 137.29   15.2 9.02 3.82 2.81
JPMORGAN CHASE 117.91   12.0 9.79 3.60 2.74
AMERIPRISE FINANCIAL 146.38   10.8 13.58 3.88 2.68
WISCONSIN ENERGY 91.55   26.5 3.46 2.36 2.61
T. ROWE PRICE GROUP 118.12   14.9 7.95 3.04 2.58
PROCTER & GAMBLE 122.77   90.3 1.36 2.98 2.49
ROYAL CARIBBEAN CRUISES 113.27   12.9 8.80 3.12 2.46
BANK OF AMERICA 29.67   10.6 2.80 0.72 2.45
TARGET 108.94   18.0 6.04 2.64 2.43
TEXAS INSTRUMENTS 130.22   23.8 5.47 3.08 2.42
UNION PACIFIC 167.71   19.9 8.42 3.88 2.32
LOCKHEED MARTIN 386.63   18.8 20.52 8.80 2.31
NEXTERA ENERGY 220.74   31.7 6.96 5.00 2.29
BOEING 375.63   44.0 8.54 8.22 2.22
MCDONALDS 212.15   27.9 7.61 4.64 2.21
GENERAL DYNAMICS 189.41   16.8 11.25 4.08 2.17
AFLAC 51.47   12.6 4.10 1.08 2.12
NORFOLK SOUTHERN 178.56   17.3 10.30 3.76 2.11
MEDTRONIC 110.38   33.8 3.27 2.16 2.01
RAYTHEON 197.45   18.2 10.87 3.77 1.95
VF CORP 90.35   31.6 2.86 1.72 1.91
WAL-MART STORES 116.92   26.3 4.44 2.12 1.83
STARBUCKS 92.06   32.6 2.82 1.44 1.59
ABBOTT LABORATORIES 85.21   52.3 1.63 1.28 1.54
APPLE 223.08   19.0 11.73 3.08 1.42
MICROSOFT 137.52   27.1 5.07 1.84 1.35
WALT DISNEY 137.50   17.3 7.93 1.76 1.30
BARNES GROUP 52.77   18.3 2.88 0.64 1.27
BECTON DICKINSON 262.15   92.0 2.85 3.08 1.18
NIKE 87.67   35.2 2.49 0.88 1.01
HYATT HOTELS 75.83   19.5 3.88 0.76 1.00
VISA 177.98   34.2 5.21 1.00 0.57
CA 44.44   0.0 0.00 0.00 0.00
GOOGLE 1234.25   24.9 49.54 0.00 0.00

MACY'S - M
MACY'S - M  


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