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My Dividend Growth Portfolio July Update: 41 Holdings, 5 Buys, 1 Sell, 1 Covered Call

Published Wed, 07 Aug 2019 08:57:08 -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 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."

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.
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
IRON MOUNTAIN 31.65   26.4 1.20 2.44 7.79
ALTRIA GROUP 46.41   13.8 3.36 3.20 6.92
ABBVIE 65.97   24.2 2.72 4.28 6.34
KRAFT HEINZ 25.33   0.0 0.00 1.60 6.33
POWERSHARES CEF INCOME COMPOSITE 22.41   0.0 0.00 0.00 6.12
AT&T 34.82   14.6 2.38 2.04 5.80
SIMON PROPERTY GROUP 148.70   19.9 7.48 8.40 5.69
PRUDENTIAL FINANCIAL 82.08   8.4 9.82 4.00 4.96
VENTAS 72.66   52.6 1.38 3.17 4.37
WALGREENS BOOTS ALLIANCE 49.32   9.7 5.10 1.83 3.60
3M 155.85   18.8 8.28 5.76 3.57
CVS CAREMARK 60.24   16.9 3.57 2.00 3.24
JPMORGAN CHASE 108.72   11.1 9.79 3.60 2.98
JOHNSON & JOHNSON 131.27   21.8 6.03 3.80 2.91
CORNING 27.45   16.8 1.63 0.80 2.87
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
HOME DEPOT 221.02   22.0 10.04 5.44 2.51
UNITED TECHNOLOGIES 127.96   20.9 6.13 2.94 2.32
TRAVELERS 147.81   14.7 10.03 3.28 2.24
MEDTRONIC 107.83   33.0 3.27 2.16 2.02
STANLEY BLACK & DECKER 138.68   29.5 4.70 2.76 1.94
STARBUCKS 94.70   33.6 2.82 1.44 1.50
APPLE 202.64   17.3 11.73 3.08 1.45
WALT DISNEY 136.08   17.2 7.93 1.76 1.30
NIKE 83.31   33.5 2.49 0.88 1.09
VISA 180.09   34.6 5.21 1.00 0.56
MASTERCARD 280.77   43.3 6.49 1.32 0.48
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

ANNALY CAPITAL MANAGEMENT - NLY
ANNALY CAPITAL MANAGEMENT - NLY  


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

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