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All Weather Dividends: 10 Value Buys And 5 Overvalued Sells To End 2020

Published Wed, 02 Dec 2020 16:07:19 -0500 on Seeking Alpha

Seeking AlphaDividend StrategyAll Weather Dividends: 10 Value Buys And 5 Overvalued Sells To End 2020Dec. 2, 2020 4:07 PM ET|| Includes: ABBV, ABR, AMGN, AVGO, BAC, CCOI, CMCSA, CVX, DTE, DVY, EIG, ENB, ESS, EVR, EXC, FLO, FRT, GBX, GLW, HII, HPQ, IBM, INTC, IRM, JNJ, JPM, MO, NASB, NSP, NXST, O, OKE, OMC, PEP, PFE, PM, PRU, RF, RS, SNA, SO, SPY, T, TROW, TSN, TXN, UNM, UNP, VFC, VLO, VTRS, WECby: Robert & Sam KovacsRobert & Sam Kovacs Long Only, Dividend Investing, Dividend Growth InvestingOur Free Dividend Portfolio Tracker.cls-1{fill:#024999;}SummaryThis is the 8th update of our All Weather Dividends Portfolio.
A lot of movement in the market has forced us to sell some of our positions.
Yet, 10 stocks are still very attractively priced, although the gap might close soon.
Written by Robert & Sam Kovacs
Introduction Year 2020 only has one month left in it. In just 31 days, we'll be wrapping up this first (partial) year for the All Weather Dividends Portfolio.
Source: Open Domain
Many of us are looking forward to closing 2020 and turn towards 2021 with a renewed sense of hope. Yet, hope plays no part in the management of our portfolios, and this model portfolio is no exception. We deliberately choose prices at which we enter and exit high-quality dividend stocks.
The approach can be summed up by the following:
Dividends First, buy low, get paid to wait, sell high.
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 until all is invested, portfolio additions will be larger than $2,000.
Performance in November November was the portfolio's best month since its inception in May. During the month, the gap between the portfolio and the S&P 500 (SPY) mostly closed.

Source: mad-dividends.com
The S&P 500 is up by 27.6% over the period, while the portfolio is up by 24.5%. Once you factor in the difference in... 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
IRON MOUNTAIN 34.14   28.4 1.20 2.44 7.29
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
PHILIP MORRIS INTERNATIONAL 74.90   14.9 5.03 4.68 6.12
AT&T 38.38   16.1 2.38 2.04 5.43
ONEOK 73.93   24.6 3.01 3.56 4.84
PRUDENTIAL FINANCIAL 88.22   9.0 9.82 4.00 4.61
IBM 143.62   14.8 9.68 6.48 4.47
VALERO ENERGY 83.70   13.8 6.06 3.60 4.41
COGENT COMMUNICATIONS GROUP 58.84   84.1 0.70 2.48 4.20
SOUTHERN COMPANY 59.99   14.0 4.28 2.48 4.19
UNUM GROUP 29.32   11.8 2.49 1.14 3.98
CHEVRON 121.42   15.7 7.72 4.76 3.91
REGIONS FINANCIAL 16.25   10.1 1.61 0.62 3.87
PFIZER 37.28   17.0 2.19 1.44 3.85
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
AVAGO TECHNOLOGIES 300.58   37.1 8.11 10.60 3.60
FLOWERS FOODS 22.43   26.4 0.85 0.76 3.40
HEWLETT PACKARD 18.75   6.9 2.71 0.64 3.37
ISHARES DOW JONES SELECT DIVIDEND INDEX FUND 103.22   0.0 0.00 3.37 3.31
OMNICOM GROUP 80.81   13.6 5.94 2.60 3.17
EXELON 47.88   20.4 2.35 1.45 3.00
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
DTE ENERGY 129.23   21.3 6.07 3.78 2.94
JOHNSON & JOHNSON 130.43   21.6 6.03 3.80 2.93
EVERCORE PARTNERS 81.17   10.0 8.15 2.32 2.84
PEPSICO 137.29   15.2 9.02 3.82 2.81
CORNING 30.25   18.6 1.63 0.80 2.74
JPMORGAN CHASE 117.91   12.0 9.79 3.60 2.74
WISCONSIN ENERGY 91.55   26.5 3.46 2.36 2.61
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
INTEL 53.01   12.4 4.29 1.26 2.43
TEXAS INSTRUMENTS 130.22   23.8 5.47 3.08 2.42
SNAP-ON 162.86   13.2 12.32 3.80 2.40
UNION PACIFIC 167.71   19.9 8.42 3.88 2.32
RELIANCE STEEL & ALUMINUM 103.74   11.9 8.74 2.20 2.14
EMPLOYERS HOLDINGS 43.55   8.7 5.02 0.88 2.04
VF CORP 90.35   31.6 2.86 1.72 1.91
TYSON FOODS 83.47   14.0 5.98 1.50 1.84
SPDR S&P 500 ETF 301.29   0.0 0.00 5.42 1.82
COMCAST 46.97   17.9 2.62 0.84 1.81
NEXSTAR BROADCASTING GROUP 105.70   13.4 7.91 1.80 1.70
HUNTINGTON INGALLS INDUSTRIES 216.79   13.4 16.15 3.44 1.58
INSPERITY 102.16   25.6 3.99 1.20 1.19

ARBOR REALTY TRUST - ABR
ARBOR REALTY TRUST - ABR  


Older articles featuring Arbor Realty Trust (ABR):
The Retirees' Dividend Portfolio: John And Jane's November Taxable Account Update
Dividend Challenger Highlights: Week Of November 22
90 Equity Dividend Boosts Noted November 9th And 16th By Barron's
Dividend Challenger Highlights: Week Of November 8
Rents Paid, Dividends Raised: REIT Earnings Recap
Dividend Changes: October 24-30, 2020
Dividend Champions For November 2020
REIT Earnings Halftime Report: Dividend Cuts, No More
Dividend Challenger Highlights: Week Of November 1
The Retirees' Dividend Portfolio: John And Jane's September Taxable Account Update

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