Published Wed, 07 Aug 2019 08:57:08 -0400 on Seeking Alpha
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 401(k) plan.
The goal of my portfolio is to generate a perpetually growing income stream for my wife and I during our golden years. The aim is to live off dividends without touching the principal. Dividend growth stocks and ETFs 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."
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.
Nothing major this month Commentary
July continued the trend from June pushing new highs seemingly every day. The S&P peaked to over 3,027 near the end of the month. Portfolio values were never higher!
And then the last day of the month happened. The Fed did cut their benchmark rate twenty-five basis points as was expected but the market did... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|ANNALY CAPITAL MANAGEMENT||8.80||0.0||-3.32||1.20||13.45|
|TANGER FACTORY OUTLET CENTERS||14.55||18.9||0.77||1.42||9.94|
|GLOBAL X SUPERDIVIDEND ETF||16.34||0.0||0.00||0.00||9.23|
|POWERSHARES CEF INCOME COMPOSITE||22.41||0.0||0.00||0.00||6.12|
|SIMON PROPERTY GROUP||148.70||19.9||7.48||8.40||5.69|
|WALGREENS BOOTS ALLIANCE||49.32||9.7||5.10||1.83||3.60|
|JOHNSON & JOHNSON||131.27||21.8||6.03||3.80||2.91|
|T. ROWE PRICE GROUP||105.61||13.3||7.95||3.04||2.79|
|ILLINOIS TOOL WORKS||151.81||20.4||7.45||4.28||2.63|
|STANLEY BLACK & DECKER||138.68||29.5||4.70||2.76||1.94|
|ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND INDEX FUND||29.33||0.0||0.00||0.00||0.00|
|ISHARES FTSE NAREIT MORTG PLUS CAPPED INDEX FUND||41.84||0.0||0.00||0.00||0.00|
Older articles featuring Annaly Capital Management (NLY):Two Big Fat Double-Digit Dividend Yields
New Residential: Both The 13% Dividend Common Stock And The 7.5% Preferred Are Buys
Income Investing And The Changing Yield Curve
AGNC Investment's Q2 2019 Income Statement And Earnings Projection - Part 2 (Includes Dividend Sustainability...
My Dividend Growth Portfolio Q2 Update: 41 Holdings, 8 Buys, 8 Sells
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