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The Dividend Growth 30 Deliver

Published Fri, 09 Oct 2020 09:30:00 -0400 on Seeking Alpha

Seeking AlphaDividend Quick PicksThe Dividend Growth 30 DeliverOct. 9, 2020 9:30 AM ET|| Includes: ABT, ALB, ATVI, AVB, AVGO, BAM, BEP, BEP.PA, BMY, BRENF, CVS, DIS, EL, EPD, ESS, GD, HD, INTC, JNJ, MCO, MPW, MSFT, NKE, O, ORCL, PNR, RTX, SLG, SPG, TCEHY, Vby: Jonathan WeberJonathan Weber Cash Flow KingdomThe Investment Community where "Cash Flow is King"SummaryThis is the first update on my dividend growth portfolio which I started on July 1.
Total returns are very solid, at ~5% during Q3, or ~20% annualized.
There were no dividend cuts and some dividend increases. This seems like a solid performance when we account for the pandemic-impacted macro environment.
Article Scope
One quarter ago, on July 1, I started a new model portfolio called the Dividend Growth 30, which features 30 dividend growth stocks that I believe will be solid long-term buy-and-hold investments. Following up on September 30, I will take a look at the portfolio's performance, and notable items - which stocks did well, which did not? We will also take a look at how dividend changes have impacted the portfolio's income.
Source: imgflip.com
Quick Recap
In summer 2020, shortly before turning 30, I decided to build a model portfolio that includes stocks which I believe will do well over the coming decades. I thus chose companies with strong market positions and wide moats versus competitors that should do well in different market conditions. More on the reasoning for individual stocks can be read here. The original article also includes more info regarding why I decided to build this portfolio and why I am writing about it.
One Quarter Has Passed
At the end of Q3, following the market close on September 30, I took a look at what the portfolio looked like following its first quarter. On a share price return basis, the performance has not been bad:
Source: Author's calculation
During the first three months, the portfolio delivered a return of 4.4% before... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
ENTERPRISE PRODUCTS 28.68   12.4 2.31 1.76 6.13
MEDICAL PROPERTIES TRUST 18.94   7.3 2.61 1.04 5.30
SIMON PROPERTY GROUP 155.27   20.8 7.48 8.40 5.21
SL GREEN REALTY 82.69   30.0 2.76 3.40 4.12
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
AVAGO TECHNOLOGIES 300.58   37.1 8.11 10.60 3.60
BRISTOL-MYERS SQUIBB 49.61   13.1 3.80 1.64 3.38
CVS CAREMARK 63.90   17.9 3.57 2.00 3.14
JOHNSON & JOHNSON 130.43   21.6 6.03 3.80 2.93
AVALONBAY COMMUNITIES 209.53   31.6 6.62 6.08 2.89
ESSEX PROPERTY TRUST 324.02   52.2 6.21 7.80 2.43
INTEL 53.01   12.4 4.29 1.26 2.43
HOME DEPOT 233.80   23.3 10.04 5.44 2.33
GENERAL DYNAMICS 189.41   16.8 11.25 4.08 2.17
ALBEMARLE 69.28   13.5 5.12 1.47 2.15
PENTAIR 37.75   17.7 2.13 0.72 1.90
ORACLE 53.89   17.6 3.07 0.96 1.73
ABBOTT LABORATORIES 85.21   52.3 1.63 1.28 1.54
MICROSOFT 137.52   27.1 5.07 1.84 1.35
WALT DISNEY 137.50   17.3 7.93 1.76 1.30
BROOKFIELD ASSET MANAGEMENT 53.61   18.4 2.92 0.64 1.22
NIKE 87.67   35.2 2.49 0.88 1.01
MOODY'S 212.98   33.1 6.43 2.00 0.95
ESTEE LAUDER 197.22   40.8 4.83 1.72 0.86
ACTIVISION BLIZZARD 55.45   25.3 2.19 0.37 0.66
VISA 177.98   34.2 5.21 1.00 0.57

ENTERPRISE PRODUCTS - EPD
ENTERPRISE PRODUCTS - EPD  


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