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|
|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|
|NATIONAL HEALTH INVESTORS||82.87||23.1||3.59||4.20||5.14|
|CRACKER BARREL OLD COUNTRY STORE||162.02||17.8||9.12||5.20||3.15|
|JOHNSON & JOHNSON||130.43||21.6||6.03||3.80||2.93|
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