Published Sun, 04 Oct 2020 14:09:42 -0400 on Seeking Alpha
Seeking AlphaDividend StrategyAll Weather Dividends: 11 Strong Buys, Just 1 Month Before The ElectionOct. 4, 2020 2:09 PM ET|| Includes: ABR, AMGN, BAC, CCOI, CMCSA, CVX, DTE, EIG, ESS, EVR, EXC, FLO, FRT, GBX, HII, HPQ, IBM, IRM, MMM, MO, NASB, NSP, O, OKE, OMC, PEP, PFE, PFG, PM, PRU, RF, RS, SNA, SO, SPY, T, TROW, TXN, UNM, UNP, VFC, VLO, WECby: Robert & Sam KovacsRobert & Sam Kovacs Long Only, Dividend Investing, Dividend Growth InvestingSummaryThe election is around the corner, the president has tested positive, and the pandemic continues.
Yet our All Weather dividends portfolio is geared up for these very conditions.
In this environment, we continue to find stocks which trade at attractive valuations, 11 which were added to the portfolio this month.
Written by Robert & Sam Kovacs
Already the 6th update. Time flies! Since initiating our All Weather Dividends model portfolio in May, we’ve had the chance to showcase our investment style. This has led to many interesting discussions with our readers, about stock picks, but also about strategy, goal setting, and general philosophy.
The portfolio tracks the investment of a fictional $100,000 and $2,000 per month of extra contributions. Not all of the $100k was invested the first month, so for the first 5-10 months, portfolio additions will be larger than $2,000
Source: Open Domain
This months update includes suggested transactions for the portfolio. We own all of the stocks we suggest buying and sell of the stocks we suggest selling. Because of timing difference and because we are picky on prices, this portfolio is not identical to our portfolios. Some stocks which we own simply haven’t been available at a good entry point since we started tracking the portfolio.
We will present the portfolio's performance for the past month, then introduce our latest transactions (using the closing prices for the 30th of September). We'll then give a summary of the portfolio's... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|ARBOR REALTY TRUST||12.77||9.1||1.40||1.16||9.21|
|PHILIP MORRIS INTERNATIONAL||74.90||14.9||5.03||4.68||6.12|
|COGENT COMMUNICATIONS GROUP||58.84||84.1||0.70||2.48||4.20|
|PRINCIPAL FINANCIAL GROUP||57.36||10.8||5.32||2.20||3.88|
|FEDERAL REALTY INVESTMENT TRUST||135.76||40.4||3.36||4.20||3.00|
|T. ROWE PRICE GROUP||118.12||14.9||7.95||3.04||2.58|
|BANK OF AMERICA||29.67||10.6||2.80||0.72||2.45|
|ESSEX PROPERTY TRUST||324.02||52.2||6.21||7.80||2.43|
|RELIANCE STEEL & ALUMINUM||103.74||11.9||8.74||2.20||2.14|
|SPDR S&P 500 ETF||301.29||0.0||0.00||5.42||1.82|
|HUNTINGTON INGALLS INDUSTRIES||216.79||13.4||16.15||3.44||1.58|
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