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Nicholas Ward's Dividend Growth Portfolio: November 2020 Review

Published Mon, 07 Dec 2020 09:42:00 -0500 on Seeking Alpha

Seeking AlphaDividend StrategyNicholas Ward's Dividend Growth Portfolio: November 2020 ReviewDec. 7, 2020 9:42 AM ET|| Includes: AAPL, ABBV, AMGN, AMZN, ARKF, ARKG, ARKK, ARKQ, ARKW, AVB, AVGO, BAM, BEPC, BIPC, BLK, BMY, BMYMP, 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, MRK, MRNA, MSFT, NKE, NNN, NVDA, NVO, O, OTIS, PEP, PFE, QCOM, ROP, RTX, SBUX, SPY, STOR, STZ, T, TXN, V, VTRS, VZ, WPCby: Nicholas WardNicholas Ward The Dividend KingsMaximize your income with the world’s highest-quality dividend investments SummaryMy portfolio produced total returns of 11.2% in November.
Year-to-date, I am up 17.95% through the first 11 months of the year.
My passive income was up 26.61% in November.
Year-to-date, my passive income is up 11.66%.
You guys know how these articles start...another month, another step towards financial freedom.
And oh, what a step it was.
Total Returns
The broad markets set records during the month of November. The S&P 500, which is the benchmark that I compare my performance to, was up an astounding 10.75% during November. This rally began with a post-election bounce back from the pretty terrible week that we saw at the end of October. Then, when news broke that Pfizer (PFE) and Moderna (MRNA) had impressive (90%+ efficacy) COVID-19 vaccine results, the "re-opening" rally continued throughout the rest of the month. During the month, S&P 500 closed above the 3,600 threshold for the first time ever and we're still seeing markets make new all-time highs. In short, it's a great time to be a stock holder.
As I've said several times in recent articles, I am skeptical of this rally. I still see a big disconnect between Wall Street and Main Street with regard to the negative economic results and company fundamentals that we've seen throughout 2020 and the rise major market averages. When I look my watch list, which consists mainly of... 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
MERCK & CO 83.31   23.3 3.57 2.20 2.69
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
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
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
ROPER INDUSTRIES 358.48   33.4 10.74 1.85 0.52
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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