The Internet hosts dozens of dividend growth investment blogs. You can easily find them using your favorite search engine. Another way to find them is to find one, like the very popular Dividend Mantra, and follow links from that site's blogroll. DivGro similarly hosts a small blogroll, which you can find just below my Blog Archive to the right.
Many of these blogs make their portfolio of holdings public. You can learn a lot by studying the portfolios and by reading posts announcing new buys (or sells). With a little work, it is possible to get an interesting, composite view of dividend growth investing from these portfolios. In this post, I'm sharing what I've learned from 20 different portfolios, listed at the bottom of this post.
Below is a table of the most popular dividend growth stocks, based on the holdings of the aforementioned 20 portfolios. The most popular stock is MCD, which appears in 17 of the 20 portfolios. CVX, JNJ, and KO follow with 16 appearances each. I've arbitrarily made a cutoff at 7 appearances, which produces a portfolio of 31 holdings. However, see my follow-up post, in which I present stocks with 2 to 6 appearances each.
| growth 38 yrs | yield 3.36% @ $96.45 | 5-yr DGR 13.9%
Johnson & Johnson
The Coca-Cola Company
| growth 26 yrs | yield 3.55% @ $112.68 | 5-yr DGR 9.0%
| growth 51 yrs | yield 2.88% @ $91.52 | 5-yr DGR 7.6%
| growth 51 yrs | yield 3.28% @ $37.18 | 5-yr DGR 8.1%
|13||Kinder Morgan Inc
Realty Income Corp
Procter & Gamble Company
Wal-Mart Stores, Inc
| yield 4.97% @ $33.03
| growth 20 yrs | yield 5.04% @ $43.41 | 5-yr DGR 4.8%
| growth 57 yrs | yield 3.09% @ $77.97 | 5-yr DGR 8.8%
| growth 46 yrs | yield 3.06% @ $56.24 | 5-yr DGR 21.4%
| growth 39 yrs | yield 2.64% @ $73.12 | 5-yr DGR 14.2%
| growth 13 yrs | yield 4.27% @ $64.68 | 5-yr DGR 13.3%
Philip Morris International Inc
Exxon Mobil Corporation
| growth 41 yrs | yield 2.90% @ $78.22 | 5-yr DGR 7.0%
| growth 6 yrs | yield 4.76% @ $78.97 | 5-yr DGR 28.4%
| growth 30 yrs | yield 5.61% @ $32.80 | 5-yr DGR 2.4%
| growth 31 yrs | yield 2.65% @ $95.03 | 5-yr DGR 9.7%
General Mills, Inc
Norfolk Southern Corp
| growth 31 yrs | yield 2.37% @ $62.32 | 5-yr DGR 8.1%
| growth 10 yrs | yield 3.07% @ $49.51 | 5-yr DGR 9.9%
| growth 10 yrs | yield 3.69% @ $24.42 | 5-yr DGR 10.5%
| growth 13 yrs | yield 2.39% @ $90.47 | 5-yr DGR 10.8%
|9||American Realty Capital Properties Inc
Baxter International Inc
| yield 7.04% @ $14.20
| growth 7 yrs | yield 2.83% @ $69.29 | 5-yr DGR 16.4%
|8||Air Products & Chemicals
International Business Machines
Altria Group Inc
| growth 31 yrs | yield 2.40% @ $118.27 | 5-yr DGR 10.3%
| growth 18 yrs | yield 2.08% @ $182.89 | 5-yr DGR 14.3%
| growth 6 yrs | yield 5.12% @ $48.05 | 5-yr DGR 29.1%
| growth 36 yrs | yield 1.96% @ $57.12 | 5-yr DGR 11.6%
| growth 45 yrs | yield 5.43% @ $35.37 | 5-yr DGR 9.2%
| growth 11 yrs | yield 2.95% @ $37.98 | 5-yr DGR 16.1%
Digital Realty Trust, Inc
Emerson Electric Co
Lockheed Martin Corp
| yield 4.46% @ $49.81
| growth 9 yrs | yield 6.21% @ $53.48 | 5-yr DGR 20.3%
| growth 57 yrs | yield 2.71% @ $63.42 | 5-yr DGR 6.2%
| growth 11 yrs | yield 3.24% @ $164.33 | 5-yr DGR 21.2%
| growth 38 yrs | yield 1.90% @ $66.32 | 5-yr DGR 23.2%
Highlighted are the 11 tickers of stocks I own in DivGro.
Some stocks are not strictly dividend growth stocks. These stocks do not appear in Dave Fish's CCC list as stocks with 5 or more consecutive years of dividend increases.
The 20 portfolios have a total of 663 holdings, of which 205 are unique.
Here is the list of blogs, with the number of holdings I counted in each portfolio in parentheses:
- Dividend Mantra (43)
- Dividend Growth Investor (68)
- Dividend Monk (20)
- Dividend Growth Stocks (39)
- The Dividend Guy (12)
- Compounding Income (37)
- Passive Income Pursuit (42)
- All About Interest... (40)
- Dividend Yield (56)
- Captain Dividend (22)
- Financial Freedom (21)
- Dividend Vet (30)
- Divi Me Up! (16)
- Dividend Growth Machine (35)
- Average Dividend Yield (25)
- Pulling Ourselves Up Financially (67)
- My Financial Independence Journey (36)
- Bid Ask Dividends (14)
- The Dividend Warrior (23)
- Brick By Brick Investing (17)
The average and median portfolio sizes are 33.1 and 32.5, respectively.
Dividend growth investing is not a popularity contest, but it is still interesting to see which dividend growth stocks are popular among bloggers willing to share their portfolio holdings publicly.
I apologize in advance if your blog/portfolio is not included in the list of 20 – feel free to nominate your blog/portfolio in a comment below, in case I do a similar analysis in future.
Full Disclosure: Long AFL, BAX, COP, CVX, INTC, JNJ, MO, MSFT, TGT, WAG, XOM
How many of the top 31 stocks do you own? Any surprises?