Published Wed, 10 Jul 2019 17:24:23 -0400 on Seeking Alpha
The Rose portfolio of 94 stocks hit an all-time high for value, up 14.99%, and retained a 4.68% dividend yield, all very pleasing. I am smiling for sure and want to do a happy dance just like my favorite cartoon dog "Snoopy" by Schultz in the figure shown above. The complete portfolio will be revealed and discussed just a bit later. I hope you also have a happy smile or did a dance as the market performance for first half as shown below performed rather exceptionally for a June and even for most years.
The US Markets YTD performance
The following shows from NBR on June 28th, 2019, the YTD (or H-1) US market performance:
In general, I do not like to compare and probably should not do so, as I primarily want continued safe dividends and the growth of them. The Rose dividend growth rate, DGR, is a pleasing 15.8% for first half 2019. Just another statistic here about the S&P is that it has a 2% current yield and ~7.6% DGR in 2018.
The Rose portfolio is real and consists of 94 stocks combined from 3 broker accounts. The majority of it is in 2 Roths and a nice amount as well in a taxable account, with 6 individual stocks at the company itself. My last article showed the changes in the individual stocks and which ones they are. There were 48 payments and some dividend raises that also will be revealed along with all June transactions, including a new addition and 1 sale, keeping the total holdings at 94.
Rose Portfolio of 94 All... Read more
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