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Nicholas Ward's Dividend Growth Portfolio: September 2020 Update

Published Tue, 06 Oct 2020 15:34:35 -0400 on Seeking Alpha

Seeking AlphaDividend StrategyNicholas Ward's Dividend Growth Portfolio: September 2020 UpdateOct. 6, 2020 3:34 PM ET|| Includes: AAPL, ABBV, AMGN, AMZN, AVB, AVGO, AVGOP, 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, NVDA, NVO, O, OTIS, PEP, PFE, QCOM, RTX, SBUX, STOR, STZ, STZ.B, T, TXN, V, VIAC, 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 was up 6.7% in September and is now up 10.9% year-to-date.
My portfolio underperformed during the month, falling roughly 5% due to high tech exposure.
However, year-to-date, I continue to post outperformance, relative to the S&P 500, up over 9.5%.
If you've read any articles from this series before, you know how they start...
Another month, another step towards financial freedom. My passive income rose 6.7% y/y during September of 2020.

This trailed last month's results and my portfolio's year-to-date average thus far, but as I've said before, I don't manage my portfolio with short-term and/or month to month dividend growth in mind. With September's dividends factored into the equation, my passive income is now up 10.9% over the first 9 months of 2019's totals.

Every year, double-digit dividend growth is my goal and I continue to be pleased to see my dividends increase, 100% organically (I have yet to add new cash to my brokerage accounts in 2020, meaning that it's been more than 3 years now since my wife and I have actively contributed to our savings due to her returning to graduate school, having a baby, and us focusing on reducing our debt load and repairing the damage that living on a single income for a few years did to our checking/savings account balances).
I know that I could be more aggressive with savings in terms of piling them into the markets, but it... 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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