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|
|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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