Saturday, April 19, 2014

Dividend Increases, April 1-15, 2014

Twice a month, I compile a table recent dividend increases for stocks in my watch list. I like to keep track of dividend increases for stocks I own in DivGro so I can make Yield on Cost (YoC) adjustments. For other stocks in my watch list, dividend increases can be a trigger for looking more carefully at particular candidates.

Friday, April 18, 2014

Quarterly Review, Q1-2014

I've been rather busy this month doing various things, including the not-so-pleasant task of doing our taxes. I'm happy to be back to report on the first quarter performance of DivGro.

This quarter, I contributed capital funds in the amount of $12,500 to DivGro, including one bonus deposit of $5,000. Dividend income in Q1 totaled $580.67, down slightly from $586.74 received in Q4-2013. This is the first decrease in quarterly dividends for DivGro. I'm not concerned about that, as there is no fundamental change that caused the decrease. Some stocks (CHL, NTT, SNP) pay dividends semi-annually rather than quarterly, so total quarterly dividends wouldn't necessary increase every quarter.

I added four dividend growth stocks and removed one dividend growth stock in Q1-2014. Projected annual dividend income increased from $2,864.94 to $3,508.43, an increase of 22.45%.

Sunday, April 6, 2014

10 Dividend Growth Stocks for April, 2014

This year, I've shifted focus to balancing my portfolio holdings across all 10 sectors in my watch list. My purchases in the first quarter have improved DivGro's diversification and, except for the Materials sector, I now have at least 2 holdings in each sector. I'll continue to bias purchases with the goal to improve DivGro's diversification, but only if I can identify candidates with good dividend yields and strong dividend growth rates trading at a discount to fair value.

Wednesday, April 2, 2014

Monthly Review: March 2014

March was another busy month for DivGro, with two buys and a sell (my first since starting DivGro in January 2013). Also, I reported on recent milestones, including 100+ posts and 40k page views. More importantly, though, March was an incredible month as far as dividend income is concerned – I earned $359 in dividend income!

Tuesday, April 1, 2014

Dividend Increases, March 16-31, 2014

Time again to report on dividend increases announced for stocks in my watch list during the past two weeks. I compile this information to see if any of the stocks I own in DivGro has raised dividend payments so I can make yield on cost (YoC) adjustments and properly track DivGro's projected annual dividend income. Another reason is to review dividend increases for stocks I don't own.

Saturday, March 29, 2014

Goals and Milestones

In October last year, I wrote my first milestones post and reported that I had reached three of my 2013 goals. I also reported on several additional milestones, including crossing $200 in projected monthly dividend income and reaching 10,000 page views. Today, I'd like to report on several recent milestones and provide a goals update.

I wrote my first post on January 10, 2013. Since then, I've written 103 posts (including this one), so I've quietly reached the milestone of 100 posts in DivGro! In the process, I've learned a tremendous amount about blogging, dividend growth investing and how to value dividend growth stocks. My portfolio has grown substantially and, if all goes well, it should reach six figures sometime in August.

Saturday, March 22, 2014

Recent Buy: MDP

Mar 14, 2013: Bought 55 shares of MDP at $45.18 per share.

Founded in 1902 and headquartered in Des Moines, Iowa, Meredith Corporation (MDP) is one of the leading media and marketing companies in the U.S. with interests in publishing, broadcasting, integrated marketing and interactive media. The company operates in two business segments: National Media and Local Media.

MDP is a Dividend Contender with a 21-year streak of dividend increases. It pays quarterly dividends in March, June, September and December. The current dividend is 43.25¢ per share, so my starting yield on cost is 3.83%.

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