Published Fri, 08 Nov 2019 04:29:26 -0500 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, I 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."
Another primary goal of writing is to assist other investors. I hope there are facets of my strategy that you find appealing and can implement yourselves.
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 a correction watchlist Commentary
October was another strong month for my portfolio being up 3.3%. I ended the month with a balance of $343k which was up from $332k month over month.
I do question the valuations we are seeing as we pushed new all-time highs several times... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|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|
|COHEN & STEERS CLOSED-END OPPORTUNITY FUND||13.11||0.0||0.00||0.00||8.11|
|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|
Older articles featuring Global X Superdividend Etf (SDIV):My Dividend Growth Portfolio January Update: 36 Holdings, 6 Buys, 2 Sells, 3.71% Yield
My Dividend Growth Portfolio 2019 Review: 36 Holdings, 3 Buys, 1 Sell, 3.61% Yield, $10,000 In Dividends
My Dividend Growth Portfolio November Update: 36 Holdings, 3 Buys, 2 Sells, 3.61% Yield
My Dividend Growth Portfolio Q3 Update: 41 Holdings, 6 Buys, 5 Sells, 3.81% Yield
My Dividend Growth Portfolio July Update: 44 Holdings, 3 New, 5 Buys, 3.45% Yield
GHII: A High-Dividend Global Infrastructure Equity ETF
My Dividend Growth Portfolio July Update: 41 Holdings, 5 Buys, 1 Sell, 1 Covered Call
My Dividend Growth Portfolio Q2 Update: 41 Holdings, 8 Buys, 8 Sells
My Dividend Growth Portfolio May Update: 42 Holdings, 1 Buy
ETF Month No. 4: MINT Yield Rises, But Comparative Advantage Diminishes