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Nicholas Ward's Dividend Growth Portfolio: August 2020 Review

Published Mon, 07 Sep 2020 06:59:02 -0400 on Seeking Alpha

Seeking AlphaDividend StrategyNicholas Ward's Dividend Growth Portfolio: August 2020 ReviewSep. 7, 2020 6:59 AM ET|| Includes: AAPL, ABBV, AMGN, AMZN, AVB, AVGO, BAM, BEPC, BIPC, BLK, BMY, CARR, CMCSA, CSCO, DEO, DIS, DLR, ENB, ESS, FB, FRT, GOOG, GOOGL, HD, HON, IBM, INTC, ITW, JNJ, KO, LOW, MA, MDT, MKC, MMM, MO, MSFT, NKE, NNN, NONOF, NVDA, NVO, O, OTIS, PEP, PFE, QCOM, RTX, SBUX, STOR, STZ, STZ.B, T, TXN, V, VIAC, VIACA, VZ, WPCby: Nicholas WardNicholas Ward The Dividend KingsDividend ideas from a top team of analysts to help you sleep well at night.SummaryMy passive income increased 15.9% year over year.
My portfolio posted gains of 8.6% during August.
Year to date, my passive income is up 11.1% and my total returns have been 13.84%.
Another month, another step towards financial freedom.
It never gets old typing that phrase. Simply put, writing these monthly portfolio reviews are some of the most enjoyable articles that I write here at Seeking Alpha because of the work involved in creating them. As a dividend growth investor, it doesn't get much better than tallying up your dividend income, does it?
For the month of August, my dividend growth got back on track. If you remember from last month's report, I posted - 1.5% y/y passive income growth in the month of July (due to Disney's (DIS) dividend cut). However, I did note that if Disney had simply maintained its dividend, I would have posted 17.4% y/y growth. And even after the disappointing July result, my year-to-date dividend income was still up 10.5% compared to the first 7 months of 2019. Well, in August, I returned to my normal double-digit dividend growth trajectory. This month, my passive income was up 15.9% y/y. This has increased my year-to-date dividend growth to 11.14% compared to the first 8 months of 2019.

It feels good to be back on the double-digit y/y dividend growth train again. I've built my future plans on this reliable double-digit growth, and I continue to believe that... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
ALTRIA GROUP 44.46   13.2 3.36 3.36 7.23
ENBRIDGE 34.70   19.7 1.76 2.21 6.38
ABBVIE 70.83   26.0 2.72 4.28 6.28
AT&T 38.38   16.1 2.38 2.04 5.43
WP CAREY & CO 88.72   31.4 2.83 4.14 4.73
IBM 143.62   14.8 9.68 6.48 4.47
VERIZON COMM 60.43   15.8 3.83 2.46 4.04
PFIZER 37.28   17.0 2.19 1.44 3.85
NATIONAL RETAIL PROPERTIES 54.39   35.8 1.52 2.06 3.81
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
AVAGO TECHNOLOGIES 300.58   37.1 8.11 10.60 3.60
3M 170.58   20.6 8.28 5.76 3.41
BRISTOL-MYERS SQUIBB 49.61   13.1 3.80 1.64 3.38
DIGITAL REALTY 126.53   116.1 1.09 4.32 3.38
QUALCOMM 79.08   28.0 2.82 2.48 3.15
BLACKROCK 434.75   16.5 26.34 13.20 3.08
FEDERAL REALTY INVESTMENT TRUST 135.76   40.4 3.36 4.20 3.00
AMGEN 194.00   15.4 12.62 5.80 2.95
COCA-COLA 55.11   33.6 1.64 1.60 2.94
JOHNSON & JOHNSON 130.43   21.6 6.03 3.80 2.93
AVALONBAY COMMUNITIES 209.53   31.6 6.62 6.08 2.89
CISCO SYSTEMS 49.93   19.2 2.60 1.40 2.85
PEPSICO 137.29   15.2 9.02 3.82 2.81
DIAGEO 166.57   0.0 0.00 4.22 2.57
ILLINOIS TOOL WORKS 159.85   21.5 7.45 4.28 2.54
ESSEX PROPERTY TRUST 324.02   52.2 6.21 7.80 2.43
INTEL 53.01   12.4 4.29 1.26 2.43
TEXAS INSTRUMENTS 130.22   23.8 5.47 3.08 2.42
HOME DEPOT 233.80   23.3 10.04 5.44 2.33
MEDTRONIC 110.38   33.8 3.27 2.16 2.01
HONEYWELL INTERNATIONAL 168.63   17.9 9.44 3.28 1.93
LOWES COMPANIES 113.88   35.6 3.20 2.20 1.91
COMCAST 46.97   17.9 2.62 0.84 1.81
STARBUCKS 92.06   32.6 2.82 1.44 1.59
MCCORMICK 157.81   30.8 5.13 2.28 1.46
APPLE 223.08   19.0 11.73 3.08 1.42
MICROSOFT 137.52   27.1 5.07 1.84 1.35
WALT DISNEY 137.50   17.3 7.93 1.76 1.30
NOVO NORDISK A/S 49.67   20.8 2.39 0.64 1.28
BROOKFIELD ASSET MANAGEMENT 53.61   18.4 2.92 0.64 1.22
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
NVIDIA 184.27   41.6 4.43 0.64 0.35
AMAZON.COM 1843.55   76.5 24.10 0.00 0.00
GOOGLE 1234.25   24.9 49.54 0.00 0.00

ALTRIA GROUP - MO
ALTRIA GROUP - MO  


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