Dividend-News

Daily dividend news for investors in dividend stocks


My Dividend Growth Portfolio July Update: 44 Holdings, 3 New, 5 Buys, 3.45% Yield

Published Tue, 10 Sep 2019 17:49:21 -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 401k 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.
Added a section regarding contributions Added a new monthly dividend progress line chart Updated target portfolio to 15% growth, 25% high yield Commentary
August was a slightly down month for the S&P and my own portfolio. There's been a lot of "noise" coming from all directions on many topics. There were a few dip days and while I'm not a really "buy... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
ANNALY CAPITAL MANAGEMENT 8.60   0.0 -3.32 1.20 14.00
GLOBAL X SUPERDIVIDEND ETF 17.06   0.0 0.00 0.00 8.83
TANGER FACTORY OUTLET CENTERS 16.50   21.4 0.77 1.42 8.35
IRON MOUNTAIN 34.14   28.4 1.20 2.44 7.29
ALTRIA GROUP 44.46   13.2 3.36 3.36 7.23
ABBVIE 70.83   26.0 2.72 4.28 6.28
POWERSHARES CEF INCOME COMPOSITE 22.75   0.0 0.00 0.00 6.04
KRAFT HEINZ 29.03   0.0 0.00 1.60 5.52
AT&T 38.38   16.1 2.38 2.04 5.43
SIMON PROPERTY GROUP 155.27   20.8 7.48 8.40 5.21
PRUDENTIAL FINANCIAL 88.22   9.0 9.82 4.00 4.61
VENTAS 71.17   51.6 1.38 3.17 4.41
WELLS FARGO 48.65   10.0 4.84 2.04 4.22
KELLOGG 63.70   25.4 2.51 2.28 3.62
3M 170.58   20.6 8.28 5.76 3.41
WALGREENS BOOTS ALLIANCE 55.56   10.9 5.10 1.83 3.22
CVS CAREMARK 63.90   17.9 3.57 2.00 3.14
JOHNSON & JOHNSON 130.43   21.6 6.03 3.80 2.93
CISCO SYSTEMS 49.93   19.2 2.60 1.40 2.85
CORNING 30.25   18.6 1.63 0.80 2.74
JPMORGAN CHASE 117.91   12.0 9.79 3.60 2.74
T. ROWE PRICE GROUP 118.12   14.9 7.95 3.04 2.58
ILLINOIS TOOL WORKS 159.85   21.5 7.45 4.28 2.54
HOME DEPOT 233.80   23.3 10.04 5.44 2.33
TRAVELERS 148.30   14.8 10.03 3.28 2.24
UNITED TECHNOLOGIES 137.46   22.4 6.13 2.94 2.20
MEDTRONIC 110.38   33.8 3.27 2.16 2.01
STANLEY BLACK & DECKER 147.12   31.3 4.70 2.76 1.87
STARBUCKS 92.06   32.6 2.82 1.44 1.59
APPLE 223.08   19.0 11.73 3.08 1.42
WALT DISNEY 137.50   17.3 7.93 1.76 1.30
NIKE 87.67   35.2 2.49 0.88 1.01
VISA 177.98   34.2 5.21 1.00 0.57
MASTERCARD 276.40   42.6 6.49 1.32 0.48
ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND INDEX FUND 31.06   0.0 0.00 0.00 0.00
ISHARES FTSE NAREIT MORTG PLUS CAPPED INDEX FUND 41.97   0.0 0.00 0.00 0.00

ANNALY CAPITAL MANAGEMENT - NLY
ANNALY CAPITAL MANAGEMENT - NLY  


Older articles featuring Annaly Capital Management (NLY):
10% Yield; Why I 'Sleep Well At Night' With A 100% High Yield Portfolio
A 7.5% Yield Preferred, Strong Buy, Better Investment Than Its 10% Yield Common Share: CIM
Detailed Assessment Of AGNC Investment's Results For Q3 2019 (Includes November 2019-January 2020 Dividend Projection)
REM And REML: Unloved Sector With Big Yields Up To 17.6%
50 Top U.S. REITs By Gains And Yield Per October 4 Broker Targets
AGNC Investment's Q3 2019 Income Statement And Earnings Projection - Part 2 (Includes Dividend Sustainability)
My Dividend Growth Portfolio Q3 Update: 41 Holdings, 6 Buys, 5 Sells, 3.81% Yield
2019 Third Quarter Update, 10% Yield; Rare BUY-Signal Revealed, POT5.7 Release
AGNC: Turning A Low-Yielding, Low-Risk Asset Into A 12% Yield
AG Mortgage New C Series Preferreds Offer An Attractive 7.3% Yield

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