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|
|WP CAREY & CO||88.72||31.4||2.83||4.14||4.73|
|NATIONAL RETAIL PROPERTIES||54.39||35.8||1.52||2.06||3.81|
|FEDERAL REALTY INVESTMENT TRUST||135.76||40.4||3.36||4.20||3.00|
|JOHNSON & JOHNSON||130.43||21.6||6.03||3.80||2.93|
|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|
|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|
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