Dividend-News

Daily dividend news for investors in dividend stocks


My Dividend Growth Portfolio Q3 Review: 34 Holdings, 4 Sales, 3 Buys

Published Wed, 07 Oct 2020 10:01:55 -0400 on Seeking Alpha

Seeking AlphaDividend StrategyMy Dividend Growth Portfolio Q3 Review: 34 Holdings, 4 Sales, 3 BuysOct. 7, 2020 10:01 AM ET|| Includes: AAPL, ABBV, ABT, BLK, BRK-B, CSCO, DIS, DIV, FOF, GLW, GOOG, HD, HYLB, IDV, JPM, MA, MDT, MLPA, MO, MSFT, NKE, O, PEI.PD, PFFD, PRU, REM, SBUX, SCHD, SDEM, SDIV, SPG, SPYD, SRET, T, TROW, TRV, V, VNQby: Dividend DerekDividend Derek Wheel of FortuneOne-Stop Shop For Ideas & Portfolios, Covering All Asset-Classes & SectorsSummaryI received $1,553 in September, which was better than the $1,269 in September 2019.
For the quarter I received $3,093 which was up 6.5% from Q3 in 2019.
I closed out several positions to focus on my prime dividend growth holdings and index the rest.
Welcome to my dividend growth portfolio review for Q3 and September 2020. The S&P finally cooled off and finished down about 4% for the month after the rocket ride seen since March. The news cycle continues it's furious pace as we steamroll towards the election next month. Just in the past week, we've seen the President of the United States and several other closely linked members of the White House test positive for COVID-19.
The disparity between the best performers in the S&P versus the rest continues, although the gap closed slightly last month. Apple (AAPL) cooled off in September after peaking at $137 to finish around the $116 mark (15% off it's high). Even with the pullback, the stock is up over 100% in the past year.
Over the month, I closed out and consolidated a few positions, which I'll cover in detail below. As part of that process, I am holding more cash for the time being. I'm still feeling cautious about the market in general and the disconnect from what is happening around the country. I suspect this is a feature and not a bug. When March hit, I didn't have enough cash available, and the cash I did have I deployed it too quickly. I aim to buy good companies and hold them for the long haul. In that process, there will... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
GLOBAL X SUPERDIVIDEND ETF 17.06   0.0 0.00 0.00 8.83
COHEN & STEERS CLOSED-END OPPORTUNITY FUND 13.11   0.0 0.00 0.00 8.11
ALTRIA GROUP 44.46   13.2 3.36 3.36 7.23
ABBVIE 70.83   26.0 2.72 4.28 6.28
AT&T 38.38   16.1 2.38 2.04 5.43
SIMON PROPERTY GROUP 155.27   20.8 7.48 8.40 5.21
PRUDENTIAL FINANCIAL 88.22   9.0 9.82 4.00 4.61
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
BLACKROCK 434.75   16.5 26.34 13.20 3.08
CISCO SYSTEMS 49.93   19.2 2.60 1.40 2.85
CORNING 30.25   18.6 1.63 0.80 2.74
JPMORGAN CHASE 117.91   12.0 9.79 3.60 2.74
T. ROWE PRICE GROUP 118.12   14.9 7.95 3.04 2.58
HOME DEPOT 233.80   23.3 10.04 5.44 2.33
TRAVELERS 148.30   14.8 10.03 3.28 2.24
MEDTRONIC 110.38   33.8 3.27 2.16 2.01
STARBUCKS 92.06   32.6 2.82 1.44 1.59
ABBOTT LABORATORIES 85.21   52.3 1.63 1.28 1.54
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
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
BERKSHIRE HATHAWAY B 214.20   0.0 0.00 0.00 0.00
GOOGLE 1234.25   24.9 49.54 0.00 0.00
ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND INDEX FUND 31.06   0.0 0.00 0.00 0.00
ISHARES FTSE NAREIT MORTG PLUS CAPPED INDEX FUND 41.97   0.0 0.00 0.00 0.00

GLOBAL X SUPERDIVIDEND ETF - SDIV
GLOBAL X SUPERDIVIDEND ETF - SDIV  


Older articles featuring Global X Superdividend Etf (SDIV):
Re-Investing Your Dividends Today Will Boost Your Income
My Dividend Growth Portfolio August Review: 38 Holdings, No Trades
My Dividend Growth Portfolio Half Time Report: 38 Holdings, 1 Buy, 3 Sells
My Dividend Growth Portfolio April Update: 41 Holdings, 0 Buys, 10 Sells
My Dividend Growth Portfolio February Update: 48 Holdings, 22 Buys, 4.27% Yield, Down 45k
My Dividend Growth Portfolio January Update: 36 Holdings, 6 Buys, 2 Sells, 3.71% Yield
My Dividend Growth Portfolio 2019 Review: 36 Holdings, 3 Buys, 1 Sell, 3.61% Yield, $10,000 In Dividends
My Dividend Growth Portfolio November Update: 36 Holdings, 3 Buys, 2 Sells, 3.61% Yield
My Dividend Growth Portfolio October Update: 36 Holdings, 11 Buys, 8 Sells, 3.59% Yield
My Dividend Growth Portfolio Q3 Update: 41 Holdings, 6 Buys, 5 Sells, 3.81% Yield

More