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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
OMEGA HEALTHCARE INVESTORS 37.07   28.1 1.32 2.64 7.21
MACY'S 21.52   6.1 3.54 1.51 6.85
ALTRIA GROUP 49.45   15.1 3.28 3.20 6.46
ABBVIE 68.32   19.6 3.49 4.28 6.09
MAGELLAN MIDSTREAM PARTNERS 65.63   11.3 5.82 4.02 6.09
AT&T 33.26   12.4 2.68 2.04 6.05
BP 39.28   13.4 2.94 2.44 6.00
ENTERPRISE PRODUCTS 30.14   14.6 2.07 1.76 5.77
PHILIP MORRIS INTERNATIONAL 81.05   16.4 4.95 4.56 5.60
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
KRAFT HEINZ 30.44   0.0 -8.40 1.60 5.22
WP CAREY & CO 84.82   26.9 3.15 4.14 4.87
LAS VEGAS SANDS 64.19   32.8 1.96 3.08 4.82
KINDER MORGAN 20.59   30.3 0.68 1.00 4.71
DOMINION RESOURCES 77.37   36.8 2.10 3.67 4.70
VENTAS 68.60   54.4 1.26 3.17 4.62
IBM 143.07   15.1 9.48 6.48 4.52
EXXON MOBIL 75.48   17.4 4.34 3.48 4.51
SOUTHERN COMPANY 55.79   17.1 3.27 2.48 4.42
VALERO ENERGY 83.24   12.7 6.55 3.60 4.27
CARNIVAL 45.64   10.7 4.25 2.00 4.26
VERIZON COMM 57.22   14.8 3.88 2.41 4.19
DUKE ENERGY 89.14   21.7 4.11 3.78 4.15
KELLOGG 56.00   16.6 3.38 2.24 4.07
REALTY INCOME 69.92   52.2 1.34 2.72 3.86
WELLS FARGO 45.21   9.3 4.84 1.80 3.85
CHEVRON 124.14   17.2 7.23 4.76 3.79
GENERAL MILLS 53.05   18.3 2.90 1.96 3.69
DIGITAL REALTY 119.37   94.7 1.26 4.32 3.61
EATON 79.35   15.8 5.03 2.84 3.52
CVS CAREMARK 56.23   0.0 -0.44 2.00 3.48
PFIZER 42.74   21.9 1.95 1.44 3.37
ARCHER-DANIELS-MIDLAND 40.31   13.8 2.91 1.40 3.35
3M 174.67   18.5 9.43 5.76 3.33
COCA-COLA 52.18   33.2 1.57 1.60 3.07
EMERSON ELECTRIC 64.67   17.6 3.67 1.96 2.98
TARGET 87.86   15.4 5.71 2.64 2.95
PEPSICO 132.78   14.7 9.02 3.82 2.85
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
WISCONSIN ENERGY 86.90   25.2 3.45 2.36 2.73
AMERIPRISE FINANCIAL 148.47   11.3 13.11 3.88 2.58
PROCTER & GAMBLE 115.94   27.6 4.20 2.98 2.58
TEXAS INSTRUMENTS 117.18   21.3 5.51 3.08 2.57
CITIGROUP 70.82   9.8 7.19 1.80 2.51
ROYAL CARIBBEAN CRUISES 111.76   12.8 8.74 2.80 2.48
CATERPILLAR 135.73   12.6 10.73 4.12 2.46
LOCKHEED MARTIN 358.47   18.3 19.57 8.80 2.39
NEXTERA ENERGY 209.91   34.8 6.04 5.00 2.39
VF CORP 86.44   27.5 3.14 2.04 2.31
BOEING 369.52   21.1 17.48 8.22 2.27
GENERAL DYNAMICS 183.55   16.5 11.10 4.08 2.19
MCDONALDS 213.71   28.3 7.54 4.64 2.17
MEDTRONIC 100.92   29.5 3.42 2.16 2.16
RAYTHEON 178.25   16.6 10.73 3.77 2.12
BANK OF AMERICA 29.19   10.8 2.69 0.60 2.05
UNION PACIFIC 164.55   20.1 8.18 3.52 2.04
AFLAC 55.64   13.6 4.08 1.08 1.91
WAL-MART STORES 114.60   39.6 2.89 2.12 1.84
NORFOLK SOUTHERN 191.02   18.9 10.10 3.44 1.69
STARBUCKS 90.25   39.1 2.31 1.44 1.60
ABBOTT LABORATORIES 85.76   58.0 1.48 1.28 1.53
APPLE 203.35   17.1 11.89 3.08 1.50
MICROSOFT 136.27   30.3 4.50 1.84 1.32
BECTON DICKINSON 251.85   74.7 3.37 3.08 1.22
WALT DISNEY 142.57   16.0 8.91 1.76 1.21
BARNES GROUP 52.65   17.1 3.08 0.64 1.19
NIKE 87.50   35.1 2.49 0.88 0.98
HYATT HOTELS 79.31   21.2 3.74 0.76 0.97
VISA 179.15   37.0 4.84 1.00 0.55
CA 44.44   0.0 0.00 0.00 0.00
GOOGLE 1146.35   28.8 39.87 0.00 0.00

OMEGA HEALTHCARE INVESTORS - OHI
OMEGA HEALTHCARE INVESTORS - OHI  


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Omega Healthcare Investors Inc: This High Dividend Stock Yields 7%
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