The second quarterly review each year is important, since it represents the halfway mark of goals you've set for the year. I have some fairly challenging goals for 2015 and I'll review my progress towards achieving them.
In my previous quarterly review (Q1-2015), I mentioned reaching 200,000 page views on DivGro and 150,000 page views on Seeking Alpha. Well, I'm happy to say that those numbers are now 260,000 and 200,000, respectively. I'd like to thank all my readers for their continued support and engaging conversations... I've learned a tremendous amount from your comments and questions!
Now onto my quarterly review!
Dividend Income
DivGro's dividend income in Q2-2015 totaled $1,781, which is 33% higher than last quarter's total of $1,338 and just about double the amount received in the year-ago quarter, Q2-2014 ($892).
 |
DivGro's average percentage payback is 5.83%, up from 5.15% at the end of Q1-2015. Percentage payback relates dividend income to the total amount of capital invested.
Transactions
I've deposited capital funds in the amount of $9,323 to DivGro this past quarter, including three regular monthly deposits of $2,500 each and passive income deposits totaling $1,823. Along with reinvested dividend income, these deposits allowed me to initiate several new positions in DivGro:
Company
|
Ticker
|
Date
|
Transaction
|
Cummins Inc
|
17 Apr
|
bought 19 shares at $134.62 per share
|
|
Qualcomm Inc
|
17 Apr
|
bought 37 shares at $68.01 per share
|
|
Omega Healthcare Investors Inc
|
22 Apr
|
bought 65 shares at $38.46 per share
|
|
Omega Healthcare Investors Inc
|
15 May
|
bought 75 shares at $36.36 per share
|
|
Macquarie Infrastructure Company
|
19 May
|
bought 30 shares at $85.98 per share
|
|
Reliance Steel & Aluminum
|
12 Jun
|
bought 40 shares at $63.98 per share
|
Additionally, I sold 40 shares of South32 Ltd ADR (OTCMKTS:SOUHY) after having received them in a spin-off from BHP Billiton plc (NYSE:BBL). DivGro now contains 46 stocks.
Dividend Adjustments
Company
|
Ticker
| Increase | Annual
Div
|
New
YoC
|
International Business Machines
|
(IBM)
|
18.18%
|
$5.20
|
2.77% and 3.38%
|
Walt Disney Company
|
(DIS)
|
14.78%
|
$1.32
|
1.40%
|
Travelers Companies Inc
|
(TRV)
|
10.91%
|
$2.44
|
2.83%
|
Caterpillar Inc
|
(CAT)
|
10.00%
|
$3.08
|
3.68% and 3.87%
|
Target Corporation
|
(TGT)
|
7.69%
|
$2.24
|
3.56%
|
Johnson & Johnson
|
(JNJ)
|
7.14%
|
$3.00
|
3.44%
|
Exxon Mobil Corporation
|
(XOM)
|
5.80%
|
$2.92
|
3.43%
|
AmeriGas Partners, LP
|
(APU)
|
4.55%
|
$3.68
|
8.70%
|
ACE Limited
|
(ACE)
|
4.55%
|
$2.68
|
2.61%
|
Energy Transfer Partners, LP
|
(ETP)
|
2.01%
|
$4.06
|
8.56%
|
Realty Income Corp
|
(O)
|
0.16%
|
$2.28
|
4.50%
|
The net result of these transactions is that DivGro's projected annual dividend income increased by $729 to $6,338, an increase of 13.0% over Q1-2015. Average yield on cost (YoC) is 4.39%, up from 4.35% at the end of Q1-2015.
At the end of Q2-2015, DivGro's market value of $152,143 represented a simple return of 8.5% on $140,173 invested. Of course, simple return does not take into account the timing and size of cash deposits as IRR does. DivGro's IRR since inception is 30.13%.
DivGro's projected monthly dividend income crossed the $500 mark in Q2-2015. Assuming no dividend cuts for stocks in my portfolio, this means I can expect to generate $500, on average, in perpetuity!
Page Views
On 30 June 2015, DivGro crossed the 260,000 page view mark, adding about 60,000 page views in Q2-2015. The daily average page views continues to steadily climb:
Currently, DivGro averages about 667 page views per day.
Market Value
At the end of Q2-2015, DivGro's market value of $152,143 represented a simple return of 8.5% on $140,173 invested. Of course, simple return does not take into account the timing and size of cash deposits as IRR does. DivGro's IRR since inception is 30.13%.
|
Other Highlights
Page Views
On 30 June 2015, DivGro crossed the 260,000 page view mark, adding about 60,000 page views in Q2-2015. The daily average page views continues to steadily climb:
|
25 March 2015 daily average page views since inception: 246 |
|
11 April 2015 daily average page views since inception: 254 |
|
23 April 2015 daily average page views since inception: 261 |
|
10 May 2015 daily average page views since inception: 268 |
|
30 May 2015 daily average page views since inception: 273 |
|
13 June 2015 daily average page views since inception: 280 |
| 30 June 2015 daily average page views since inception: 286 |
Currently, DivGro averages about 667 page views per day.
Popular Posts
In Q2-2015, I wrote 25 articles, including 13 premium articles for Seeking Alpha and 2 articles for The DIV-Net.
My Seeking Alpha premium articles have been quite successful, receiving many more page views than those posted on my blog. Here are links to the 3 most popular premium articles published in Q2-2015:
In Q2-2015, I wrote 25 articles, including 13 premium articles for Seeking Alpha and 2 articles for The DIV-Net.
My Seeking Alpha premium articles have been quite successful, receiving many more page views than those posted on my blog. Here are links to the 3 most popular premium articles published in Q2-2015:
- 10 May: 10 Dividend Growth Stocks For May 2015 (6,124 page views to date)
- 22 April: Recent Buy: Qualcomm (5,764 page views to date)
- 13 April: 10 Dividend Growth Stocks For April 2015 (4,566 page views to date)
- 4 April: Updated Blogroll Page (809 page views to date)
- 2 June: Monthly Review: May 2015 (784 page views to date)
- 30 April: Recent Buy: Omega Healthcare Investors Inc (708 page views to date)
I'm quite happy with the increased traffic generated by Seeking Alpha (and The Div-Net) readers.
Goals Update
Here is a chart from my June monthly review that visualizes progress towards achieving my 2015 goals:
As for my health goals, I've hiked 742 miles and have 68 miles to go to downtown Seattle. So I'm not quite halfway yet, but I should be in Seattle (virtually) in about a week. The hike back to San Francisco would need to be done at a slightly faster pace if I want to reach my goal by New Year's Eve.I'm far ahead on my climbing goal, which is to climb the world's tallest building, the Burj Khalifa, 30 times. That's a total of 4,890 floors, of which I've completed 3,524 floors (or 22 times up the Burj Khalifa).
I've not even lost one stone so far, so my weight loss goal is a big fail so far! But I haven't given up on it yet!
Outlook For Q3-2015
In Q3-2015, I'd like to focus on fine-tuning my selection criteria, including developing a set of criteria specifically for real estate investment trusts (REITs). Also, as DivGro now contains 46 different stocks, I want to shift focus to adding more shares to my current holdings. This doesn't mean I won't be opening any new positions, only that I'll be slowing down DivGro's expansion to new stocks. Of course, I'll continue to let discount to fair value guide my investment decisions, so if that favors new candidates over current holdings, I'd happily expand DivGro to more holdings.
Thanks for reading!
Awesome progress, DivGro. Really like your Monthly Balance Breakdown chart. Looks like some awesome purchases during the quarter as well...keep up the great work adn thanks for sharing
ReplyDeleteR2R
Hi Roadmap2Retire! Thanks for your kind words. I wanted to create the monthly balance breakdown because it gives a good indication of dividend income and capital gains in relation to total invested funds. Puts things in perspective... and over time, I'm hoping the dividend income portion would grow to be a significant component...
DeleteTake care!
FerdiS
Great report! I love the quarterly graph. I have one that looks similar (though smaller amounts) and that is exciting to see.
ReplyDeleteThanks, Mike -- yes, this is the first time I included a quarterly graph. With 10 quarters behind me now, I felt it was time to do that!
DeleteCheers
FerdiS
That's a fantastic set of numbers you've got up there. Love all the charts and tables! You are putting yourself in a great position in the future.
ReplyDeleteKeep up the great work
ADD
Thanks so much, ADD -- I like to communicate through charts and tables, 'cause, as the saying goes, a picture is worth a thousand words! When I look back over 10 quarters, it is hard to believe how far I've come in a relatively short time!
DeleteTake care!
FerdiS
Congrats on an excellent quarter. A growing portfolio, blog, and publications on Seeking Alpha, not to mention great health!
ReplyDeleteThanks for the inspiration!
Thanks, FI Fighter! I'm glad that I can return the favor -- you've been inspiring me!
DeleteCheers
FerdiS
Great stuff. I love the way you put theses together.
ReplyDeleteThanks, FFdividend -- Personally, I like charts, too. They tell a story visually.
DeleteFantastic numbers, both dividend income and for the blog. Loving these breakdown charts, making it easy to see your progress.
ReplyDeleteHi Tawcan -- thanks for commenting! Things are going pretty well even though several stocks are currently in the red. Most of those are opportunities to cost-average down. As mentioned above, I like charts 'cause they tell a story visually...
DeleteCheers
FerdiS
Great job Ferdi! You made some great progress in Q2 and when you compare where you were to Q2 2014 it's absolutely amazing. Looking forward to seeing how much better Q3 is for you. Keep up the good work!
ReplyDeleteThanks PIP -- its been quite a ride the last year or so. I'm thoroughly enjoying dividend growth investing, especially collecting the dividends every month! This year, I'm working to earn $600 per month, on average. Making good progress!
DeleteCheers
FerdiS
You have a very good list of stocks in your portfolio man! And the dividend income for Q1 is really something. Did I read it correctly that you collected good amount in this mentioned months?
ReplyDeleteIt is really something I am still to reach. Good job!
Thanks for reading and commenting... it takes time and patience to build up a portfolio of dividend growth stocks that pay good dividends. But it is doable, as many dividend growth bloggers have proved (see my blog roll for evidence!)
DeleteTake care!