Dividend-News

Daily dividend news for investors in dividend stocks


5%+ Dividend Yield Portfolio: Winning With A Defensive Tilt (October 2019 Review)

Published Thu, 07 Nov 2019 14:24:01 -0500 on Seeking Alpha

Musings October was especially nice for home gamers like myself (record market highs AND many online brokerages eliminating stock trading fees). I was certainly busy with a month of repositioning my portfolio to skew even more conservatively amidst the new price highs (but yawn-worthy economic performance).
October was also gratifying for me because value strategies (like mine) finally etched a rare 2019 win (though my low volatility factor skew puzzlingly ended up on the bottom… proving I can't have everything that I want).

Source: S&P Global
Of course, value and dividends are still mostly lagging on the year (though the performance of any of these factors is well above my stated investment strategy goal of 5-15% annual gains).

Source: S&P Global
While the 2019 YTD results make a fairly compelling argument to just own the S&P 500 and not focus on factor investing, the returns over the past 15 years tell a different story. Even with the lowly performance of low volatility high dividend strategies in 2019 (and much of the recent past), across the full business cycle, it is still the returns leader (so don't let a limited data set cause you to change strategies).

Source: S&P Global
October 2019 Review October 2019 was another solid one in the markets with record highs reached for U.S. equities. For the month, the S&P 500 posted a 2.17% result which I edged out with a 2.18% gain. YTD, I am up 12.4% vs. the 23.2%... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
NEW RESIDENTIAL INVESTMENT 14.98   18.0 0.83 2.00 13.28
TRANSOCEAN 5.65   0.0 -1.98 0.00 10.34
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
IRON MOUNTAIN 34.14   28.4 1.20 2.44 7.29
BLACKSTONE MORTGAGE TRUST 36.16   14.5 2.49 2.48 6.94
OCCIDENTAL PETROLEUM 45.40   9.0 5.05 3.16 6.81
PACWEST BANCORP 38.27   9.9 3.86 2.40 6.49
BP 37.67   14.3 2.64 2.44 6.45
ABBVIE 70.83   26.0 2.72 4.28 6.28
AT&T 38.38   16.1 2.38 2.04 5.43
KINDER MORGAN 20.42   20.6 0.99 1.00 4.94
LYONDELLBASELL INDUSTRIES 83.78   8.8 9.53 4.20 4.94
PEOPLE'S UNITED FINANCIAL 16.06   12.3 1.31 0.71 4.52
CANON 27.08   17.7 1.53 1.20 4.51
GLAXOSMITHKLINE 41.03   18.4 2.23 1.83 4.47
IBM 143.62   14.8 9.68 6.48 4.47
ING GROEP 10.64   7.8 1.36 0.44 4.12
CARDINAL HEALTH 48.48   10.8 4.51 1.92 4.01
PFIZER 37.28   17.0 2.19 1.44 3.85
GILEAD SCIENCES 66.36   14.4 4.61 2.52 3.76
ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND INDEX FUND 31.06   0.0 0.00 0.00 0.00