Dividend-News
Daily dividend news for investors in dividend stocks
My Dividend Growth Portfolio Q3 Update: 41 Holdings, 6 Buys, 5 Sells, 3.81% Yield
Published Fri, 04 Oct 2019 21:45:26 -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 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."
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 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 | |||||||
| 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 | |||||||
| WELLS FARGO | 48.65 | 10.0 | 4.84 | 2.04 | 4.22 | |||||||
| 3M | 170.58 | 20.6 | 8.28 | 5.76 | 3.41 | |||||||
| 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 | |||||||
| 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 |