Published Fri, 04 Oct 2019 21:45:26 -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 401k plan.
The goal of my portfolio is to generate a perpetually growing income stream for my wife and me 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.
Added Simply Safe Dividend scores to my spreadsheet New table referencing "SSD" scores Correlation Matrix analysis Commentary
My portfolio rebounded September after an off month in August. I was up 3.1% versus the 1.95% on the S&P.
More importantly, my dividend income continues to grow month after month whether it is by dividend reinvestment,... 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|
|POWERSHARES CEF INCOME COMPOSITE||22.75||0.0||0.00||0.00||6.04|
|SIMON PROPERTY GROUP||155.27||20.8||7.48||8.40||5.21|
|JOHNSON & JOHNSON||130.43||21.6||6.03||3.80||2.93|
|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|
|STANLEY BLACK & DECKER||147.12||31.3||4.70||2.76||1.87|
|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|
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Dividends By The Numbers In June 2020 And 2020-Q2
Dividend Dirty Dogs: Buyer Beware
The Retiree's Dividend Portfolio - Jane's May Update: Following The Gameplan
REITs Hit By 'Second Wave' Of Dividend Cuts
Big Dividends On Sale From Preferred Shares
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The Worst May Be Behind Us For Coronavirus Recession Dividend Cuts
The Retiree's Dividend Portfolio - Jane's April Update: Looking More Like A Return To Normalcy
Dividend Cuts And Overdue Rent: REIT Earnings Recap