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My 4% Dividend Yield Portfolio: Pulling Out 60% Back To Cash

Published Mon, 21 Oct 2019 14:44:20 -0400 on Seeking Alpha

It has been exactly five years ago, back in November 2014, that I initiated the dividend growth portfolio and reported every change here in SA ever since.
The goal was to prove to myself that dividend-growth investing does work and that it can deliver an ever-growing dividend stream that can serve as an income solution during retirement or as a constant source of cash for reinvestment.
The portfolio included 25 holdings:
BHP Group (NYSE: BBL) Cracker Barrel Old Country Store, Inc. (Nasdaq: CBRL) Cummins, Inc. (NYSE: CMI) CyrusOne (Nasdaq: CONE) Chevron (NYSE: CVX) Eaton (NYSE: ETN) Enbridge, Inc. (NYSE: ENB) iShares S&P Global Clean Energy Index ETF (ICLN) Johnson & Johnson (NYSE: JNJ) HCP (NYSE: HCP) Hormel Foods Corporation (NYSE: HRL) Main Street Capital (NYSE: MAIN) National Health Investors (NYSE: NHI) Realty Income (NYSE: O) Omega Healthcare Investors (NYSE: OHI) Philip Morris International (NYSE: PM) Sabra Healthcare REIT, Inc. (NYSE: SBRA) Schwab U.S. Dividend Equity ETF (NYSEARCA: SCHD) Tanger Factory Outlet Centers, Inc. (NYSE: SKT) Southern Company (SO) AT&T (NYSE: T) Unilever (NYSE: UL) Vanguard REIT ETF (NYSEARCA: VNQ) Ventas, Inc. (NYSE: VTR) WEC Energy Group, Inc. (NYSE: WEC) Throughout the years, the dividends indeed increased, and the total quarterly dividend went up from $1,000 to almost $1,500.
The total value of the portfolio also grew in a similar proportion, growing from a starting point of $100,000 to about $148,000.

What... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
TANGER FACTORY OUTLET CENTERS 16.50   21.4 0.77 1.42 8.35
SABRA HEALTHCARE REIT 22.49   204.4 0.11 1.80 8.28
BHP BILLITON PLC 44.50   0.0 0.00 3.12 7.08
OMEGA HEALTHCARE INVESTORS 41.16   32.4 1.27 2.64 6.57
ENBRIDGE 34.70   19.7 1.76 2.21 6.38
PHILIP MORRIS INTERNATIONAL 74.90   14.9 5.03 4.68 6.12
MAIN STREET CAPITAL 43.18   16.8 2.57 2.46 5.69
AT&T 38.38   16.1 2.38 2.04 5.43
NATIONAL HEALTH INVESTORS 82.87   23.1 3.59 4.20 5.14
VENTAS 71.17   51.6 1.38 3.17 4.41
HCP 34.61   17.0 2.04 1.48 4.27
SOUTHERN COMPANY 59.99   14.0 4.28 2.48 4.19
CHEVRON 121.42   15.7 7.72 4.76 3.91
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
EATON 87.30   17.0 5.14 2.84 3.27
CUMMINS 165.05   10.1 16.38 5.24 3.20
CRACKER BARREL OLD COUNTRY STORE 162.02   17.8 9.12 5.20 3.15
UNILEVER 61.67   0.0 0.00 1.77 2.95
JOHNSON & JOHNSON 130.43   21.6 6.03 3.80 2.93
WISCONSIN ENERGY 91.55   26.5 3.46 2.36 2.61
CYRUSONE 74.17   0.0 -0.69 2.00 2.53
HORMEL FOODS 44.00   24.3 1.81 0.84 1.92

TANGER FACTORY OUTLET CENTERS - SKT
TANGER FACTORY OUTLET CENTERS - SKT  


Older articles featuring Tanger Factory Outlet Centers (SKT):
The Mystery Of REIT Dividend Cuts In The Great Recession
My Dividend Growth Portfolio November Update: 36 Holdings, 3 Buys, 2 Sells, 3.61% Yield
Dividends And Side Hustles Portfolio: August - October 2019 Highlights
Macerich: To Cut Or Not To Cut Its 11% Dividend (And Why It's Irrelevant)
Learn The Rules: Shorting Dividend Stocks Can Be A Costly Mistake
The Retirees' Dividend Portfolio - John And Jane's October Taxable Account Update: Budgeting In Retirement.
Dividend Champion And Contender Highlights: Week Of November 10
REITs And Utilities Dive As Yields Jump
My Dividend Growth Portfolio October Update: 36 Holdings, 11 Buys, 8 Sells, 3.59% Yield
5%+ Dividend Yield Portfolio: Winning With A Defensive Tilt (October 2019 Review)

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