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This is my first time visiting your blog. You have a nice portfolio and I see we own some of the same stocks (GIS, INTC, JNJ, PG, T). I don't currently own any REITs, but it is a sector that I want to include in my portfolio at some point in the future. I look forward to seeing how your portfolio continues to develop over time. Best wishes on your investing!
ReplyDeleteThanks for stopping by. The stocks you listed are certainly solid picks for any DG investors portfolio. My portfolio isn't complete but I'll continue to add to my current holdings as well as enter in to new positions with companies who have a record of strong dividends.
ReplyDeleteHi Captain Dividend!
ReplyDeleteI like your blog. Many of your portfolio holding are solid dividend growth stocks where the company has a long history of annual dividend increases (JNJ, WMT, MO, GIS, PG, CLX, SYY). In my DGI strategy one of my selection criteria is an 8%-12% dividend growth rate. Since most REIT's grow at a slow rate their dividend growth rates are lower than my target criteria. However, I found several REIT's with double-digit dividend growth rates that I like: UNS 10.8%, WEC 16.8% and NU 13.7% - their initial dividend yield rates are lower than the average REIT, so there are some trade offs. Generally if your holding time frame is over 15 years you will be better off with the higher dividend growth rate. BTW, I calculate my dividend growth rates using the average of the 1, 3, 5 and 10 year dividend growth rate averages.
Also, even though Reality Income (O) has only a low 2.4% dividend growth rate, I hold it in my portfolio because it makes up for the low rate through its higher compounding aspects (pays dividends monthly and raises dividend rate quarterly). Very nice!
I too am a firm believer in the dividend growth investment strategy, so much so that I built a website to help young investors achieve financial freedom and retire early using the DGI strategy combined with buying great companies when they are 10%-25% below fair value. You and your readers might be interested in the tools that I developed specifically to help Dividend Growth Investors. The site is www.dividendgeek.com signing up is free. Let me know what you think I'm always looking for new ideas to help DGI investors.
Keep up the good work on your site and your goals!
Best regards,
Blaine
(Dividend Geek)
Hey Dividend Geek! I love that name by the way. I have to confess that when I bought O I was specifically looking for a solid monthly dividend payer. I think I found one but your right, there are plenty of other REIT's that have faster growth than O for sure. I'll definitely check out your site, obviously it sounds like it'd be right up my alley.
DeleteCheers,
CD
For the record, NU, WEC, and UNS are not REITs. They are utilities. There's a big difference
DeleteInteresting mix of stocks in your portfolio. I have none of those in mine (except when I hold them thru ETFs). I am looking forward to adding some of those to my portfolio. I have WMT, JNJ and INTC in my cross hairs - just looking for a decent entry point.
ReplyDeleteThose are some really strong picks there. I hear you about wanting a good price, the market has been working against us this year it seems.
DeleteYou've got a lot of really strong companies here, and probably about 50% overlap with my portfolio. Love the use of Google Docs (I assume) for the price updates.
ReplyDeleteIt's no surprise that we have so many stocks in common, there are a couple dozen dividend stocks that are so strong they typically find their ways in to any dividend growth investors portfolio. I still have some I need to add in the future, KO for example would be a nice addition.
DeleteYou have an amazing portfolio yourself I see, you look well diversified. You don't seem to like REITs though any reason why you've stayed away from those ?
Ya Google docs is nice for that very reason. All of my charts and graphs update automatically.
I've got nothing against the real estate sector. However, I don't really feel that I adequately understand the REIT structure and valuation techniques. The first rule of investing is not to get involved in things you don't understand. :-) At some point I will probably learn enough to add some companies in that sector.
DeleteCongratulations, you have a very strong, diversified DGI portfolio. We overlap on many of the same stocks. Just out of curiousity, are there any industries that you would like to invest more and increase your footprint? For me, I am always looking for ways to reduce my holdings in oil and utilities. I look forward to following your portfolio going forward and watching your portfolio grow. Keep up the great work.
ReplyDelete-Bert, one of the dividend diplomats
I'm pretty heavy on energy and utilities at the moment. I'd really like to balance my portfolio but I really find many stocks in these sectors attractive. I like the yields and growth from energy and I love the low volatility of utilities. I have a long way to go and things will balance out more with future purchases, Thanks for stopping by.
DeleteNice portfolio! I came over to DGI from swing trading and it's a much more comfortable feeling when you look at your positions and see strong companies with great earnings. Feel like i'm slowly being convinced to move more and more funds over to DGI haha. Awesome work so far. I look forward to seeing your updates in the future!
ReplyDelete-Sam
Hey Sam, I'm happy to hear you have turned from the dark side. :-p I used to trade stocks all the time with mixed results. It's a wonder I still have my hair, it was very stressful indeed. I think you will be happy with the results of your DGI experience.
Delete-Cap'n
Great job on a diverse portfolio. Do you reinvest dividends back into the same stocks or do you by new positions in other stocks with the proceeds? Good luck.
ReplyDeleteKeep cranking,
Robert the DividendDreamer
I don't use automatic DRIP, I usually just let the dividend income accumulate in my account and along with my regular deposits I try to purchase undervalued stocks.
DeleteNice portfolio Captain!!
ReplyDeleteI saw that you have European companies as Unilever. Are you looking for new European companies for your portfolio?
Not specifically but if I find something attractive I just might. :-)
DeleteThere are some interesting European and even Asian stocks to invest for dividend focused investors. Some even offer superior performance than their US counterparts.
DeleteI mentioned some in my articles on SA:
https://seekingalpha.com/author/torsten-tiedt/articles#regular_articles
Maybe this is inspiring, too:
https://dividendstocks.cash/dividend-calendar
Regards!
Hey Captain,
ReplyDeleteVery strong portfolio, filled with dividend champions and very stable companies. There are some names in that list that I hope to own someday but consider too expensive at the moment.
Best,
DividendVenture
Hi Captain,
ReplyDeleteYour portfolio is sweet. I really like your positions and overall allocation. Keep up the good work.
Dividend Dreams
You've got a nice looking portfolio there Captian! Being a fellow dividend investor, we have a lot of the same companies and it is a great feeling when the money and increases keep rolling in.
ReplyDeleteKeep up the great work!
ADD
Hello Captain!
ReplyDeleteIndeed, geat portfolio! But why not investing some money into the market as a whole by ETF?
Best regards and keep doing
EternalYield
Do you hold your portfolio in a Stocks and Shares ISA? Would you advise against this?
ReplyDeletePNY killing it today!!!!! With 160 shares and a gain of $16 (currently) ... you've got yourself a little $2,500 payday! Congrats! That will certainly help your future dividends if deployed into another great company.
ReplyDeleteADD
Why not have more monthly dividend stocks? Also if someone new to buying stocks what stock would you start with buying? As of this moment I own one equity.
ReplyDeleteThis portfolio seems to be a low volatility portfolio, due to the massive presence of the consumer goods companies. What do you think of overweighting the energy Sector with these prices?
ReplyDeleteThanks
Luca
Hi there Captain Dividend,
ReplyDeleteI like your dividend-Portfolio, especially the big Consumer Goods part. I like CG and Healthcare sectors, mostly because of their historically good performance according to Jeremy Siegel.
Are you considering buying more Health stocks?
Hi Captain,
ReplyDelete1. do u use IB as a broker?
2. do you have a cash account or holding stocks on margin?
Thanks a lot.
JJ
I love your portfolio and the coloring of your spreadsheet! We have very similar companies and I hope to eventually have at least 2-3 in each of the sectors! Keep up the great work!
ReplyDeleteSomeday, I'm gonna have a stock portfolio that looks something like this. Good luck and I wish you success on your investing journey!
ReplyDeleteGreat portfolio.
ReplyDeleteSome very solid companies on that list that I wouldn't mind adding to my portfolio. Need to get some room in my USD account first!
First time on your website and you have quite an impressive portfolio. Congrats and I hope it continues to grow over time
ReplyDeleteI started a Blog at
ReplyDeletehttps://othalafehu.wordpress.com/
check out my portfolio. Any feedback is appreciated
Interesting portfolio, although I'm curious how you come up with your weighing in the portfolio. Did you intend to have NJR be such an anchor of the portfolio, just get a really good deal, or do you work and get stock options for the company? Only curious as it really is such a large share and weighting skew.
ReplyDeleteNice portfolio. Very diverse between the sectors. Keep up the good work.
ReplyDeleteI like to way you think! :)
ReplyDeleteNice diversification between stocks and you have many stocks which are already in my watchlist or in my personal portfolio (if you are interested can find it here www.freedomsearcher.com)
Keep up good work and find your way to financial freedom. I will follow :)
Regards,
Matt
Currently, the market is very volatile and investors are looking for safe stocks to invest in. If you are looking for buying opportunities you might shift your focus to high dividend paying stocks. You can analyze the high dividend paying yield stocks of #SP500 here: http://bit.ly/2wQQmcC
ReplyDelete