Saturday, March 25, 2017

Back To The Future: Lessons Learned From 3 Dividend Growth Stocks I Bought On 09/09/09

I love movies about time travel and Back To The Future is one of my all time favorites.

Sometimes I wonder what it would be like if I found myself back in the past with my present knowledge. Or, if I could travel into the future, what information would I look for to bring back to the present day?

In this article, I "travel" back to 09/09/09 when I bought 3 dividend growth stocks for my wife's IRA. I look at the performance of these stocks over 7.5 years of ownership and explain why I decided to keep them now that I'm managing my wife's IRA's as part of DivGro, my portfolio of dividend growth stocks.

I share some lessons learned and briefly "travel" to 09/09/24 to see what we can expect from DivGro some 7.5 years into the future. Nobody knows what the stock market will do, but I can "know" certain things if I continue to follow a dividend growth investment strategy.

Please read this article over at Seeking Alpha.

Transaction Details


I felt that including the following transaction details would not have been relevant for the Seeking Alpha article. But I wanted to include it here, as a way of recording past transactions and dividends received.

AT&T Inc (T)

2009-09-09Bought 19 shares of T at $25.89 per share:$491.91
2009-11-02Dividend on 19 shares at 41¢ per share:$7.79
2010-02-01Dividend on 19 shares at 42¢ per share:$7.98
2010-05-03Dividend on 19 shares at 42¢ per share:$7.98
2010-08-02Dividend on 19 shares at 42¢ per share:$7.98
2010-11-01Dividend on 19 shares at 42¢ per share:$7.98
2011-02-01Dividend on 19 shares at 43¢ per share:$8.17
2011-05-02Dividend on 19 shares at 43¢ per share:$8.17
2011-08-01Dividend on 19 shares at 43¢ per share:$8.17
2011-11-01Dividend on 19 shares at 43¢ per share:$8.17
2012-02-01Dividend on 19 shares at 44¢ per share:$8.36
2012-05-01Dividend on 19 shares at 44¢ per share:$8.36
2012-08-01Dividend on 19 shares at 44¢ per share:$8.36
2012-11-01Dividend on 19 shares at 44¢ per share:$8.36
2013-02-01Dividend on 19 shares at 45¢ per share:$8.55
2013-05-01Dividend on 19 shares at 45¢ per share:$8.55
2013-08-01Dividend on 19 shares at 45¢ per share:$8.55
2013-11-01Dividend on 19 shares at 45¢ per share:$8.55
2014-02-03Dividend on 19 shares at 46¢ per share:$8.74
2014-05-01Dividend on 19 shares at 46¢ per share:$8.74
2014-08-01Dividend on 19 shares at 46¢ per share:$8.74
2014-11-03Dividend on 19 shares at 46¢ per share:$8.74
2015-02-02Dividend on 19 shares at 47¢ per share:$8.93
2015-05-01Dividend on 19 shares at 47¢ per share:$8.93
2015-08-03Dividend on 19 shares at 47¢ per share:$8.93
2015-11-02Dividend on 19 shares at 47¢ per share:$8.93
2016-02-01Dividend on 19 shares at 48¢ per share:$9.12
2016-05-02Dividend on 19 shares at 48¢ per share:$9.12
2016-08-01Dividend on 19 shares at 48¢ per share:$9.12
2016-11-01Dividend on 19 shares at 48¢ per share:$9.12
2017-02-01Dividend on 19 shares at 49¢ per share:$9.13
                                               
           __

Total capital invested:
$
491.91

Total dividends received:
$
256.05

Commissions/fees/taxes:
$
0.00

With this transfer, DivGro's projected annual dividend income (PADI) increases by $37.24 and I'm adding $256.05 in past dividends to DivGro's total dividend income.

After adding these shares to my existing AT&T position, we now own 169 shares at an average cost basis of $32.58 and an average YoC of 6.02%.

Verizon Communications (VZ)

2009-09-09Bought 16 shares of VZ at $28.96 per share:$463.33
2009-11-02Dividend on 16 shares at 47.50¢ per share:$7.60
2010-02-01Dividend on 16 shares at 47.50¢ per share:$7.60
2010-05-03Dividend on 16 shares at 47.50¢ per share:$7.60
2010-08-02Dividend on 16 shares at 47.50¢ per share:$7.60
2010-11-01Dividend on 16 shares at 48.75¢ per share:$7.80
2011-02-01Dividend on 16 shares at 48.75¢ per share:$7.80
2011-05-02Dividend on 16 shares at 48.75¢ per share:$7.80
2011-08-01Dividend on 16 shares at 48.75¢ per share:$7.80
2011-11-01Dividend on 16 shares at 50.00¢ per share:$8.00
2012-02-01Dividend on 16 shares at 50.00¢ per share:$8.00
2012-05-01Dividend on 16 shares at 50.00¢ per share:$8.00
2012-08-01Dividend on 16 shares at 50.00¢ per share:$8.00
2012-11-01Dividend on 16 shares at 51.50¢ per share:$8.24
2013-02-01Dividend on 16 shares at 51.50¢ per share:$8.24
2013-05-01Dividend on 16 shares at 51.50¢ per share:$8.24
2013-08-01Dividend on 16 shares at 51.50¢ per share:$8.24
2013-11-01Dividend on 16 shares at 53.00¢ per share:$8.48
2014-02-03Dividend on 16 shares at 53.00¢ per share:$8.48
2014-05-01Dividend on 16 shares at 53.00¢ per share:$8.48
2014-08-01Dividend on 16 shares at 53.00¢ per share:$8.48
2014-11-03Dividend on 16 shares at 55.00¢ per share:$8.80
2015-02-02Dividend on 16 shares at 55.00¢ per share:$8.80
2015-05-01Dividend on 16 shares at 55.00¢ per share:$8.80
2015-08-03Dividend on 16 shares at 55.00¢ per share:$8.80
2015-11-02Dividend on 16 shares at 56.50¢ per share:$9.04
2016-02-01Dividend on 16 shares at 56.50¢ per share:$9.04
2016-05-02Dividend on 16 shares at 56.50¢ per share:$9.04
2016-08-01Dividend on 16 shares at 56.50¢ per share:$9.04
2016-11-01Dividend on 16 shares at 57.75¢ per share:$9.24
2017-02-01Dividend on 16 shares at 57.75¢ per share:$9.24
                                               
           __

Total capital invested:
$
463.33

Total dividends received:
$
250.32

Commissions/fees/taxes:
$
0.00

With this transfer, DivGro's projected annual dividend income (PADI) increases by $36.96 and I'm adding $250.32 in past dividends to DivGro's total dividend income. The YoC is 7.98%.

Xcel Energy Inc (XEL)

2009-09-09Bought 26 shares of XEL at $19.39 per share:$504.14
2009-10-20Dividend on 26 shares at 24.50¢ per share:$6.37
2010-01-20Dividend on 26 shares at 24.50¢ per share:$6.37
2010-04-20Dividend on 26 shares at 24.50¢ per share:$6.37
2010-07-20Dividend on 26 shares at 25.25¢ per share:$6.56
2010-10-20Dividend on 26 shares at 25.25¢ per share:$6.57
2011-01-20Dividend on 26 shares at 25.25¢ per share:$6.56
2011-04-20Dividend on 26 shares at 25.25¢ per share:$6.57
2011-07-20Dividend on 26 shares at 26.00¢ per share:$6.76
2011-10-20Dividend on 26 shares at 26.00¢ per share:$6.76
2012-01-20Dividend on 26 shares at 26.00¢ per share:$6.76
2012-04-20Dividend on 26 shares at 26.00¢ per share:$6.76
2012-07-20Dividend on 26 shares at 27.00¢ per share:$7.02
2012-10-20Dividend on 26 shares at 27.00¢ per share:$7.02
2013-01-20Dividend on 26 shares at 27.00¢ per share:$7.02
2013-04-20Dividend on 26 shares at 27.00¢ per share:$7.02
2013-07-20Dividend on 26 shares at 28.00¢ per share:$7.28
2013-10-20Dividend on 26 shares at 28.00¢ per share:$7.28
2014-01-20Dividend on 26 shares at 28.00¢ per share:$7.28
2014-04-20Dividend on 26 shares at 30.00¢ per share:$8.74
2014-07-20Dividend on 26 shares at 30.00¢ per share:$8.74
2014-10-20Dividend on 26 shares at 30.00¢ per share:$8.74
2015-01-20Dividend on 26 shares at 30.00¢ per share:$8.74
2015-04-20Dividend on 26 shares at 32.00¢ per share:$8.32
2015-07-20Dividend on 26 shares at 32.00¢ per share:$8.32
2015-10-20Dividend on 26 shares at 32.00¢ per share:$8.32
2016-01-20Dividend on 26 shares at 32.00¢ per share:$8.32
2016-04-20Dividend on 26 shares at 34.00¢ per share:$8.84
2016-07-20Dividend on 26 shares at 34.00¢ per share:$8.84
2016-10-20Dividend on 26 shares at 34.00¢ per share:$8.84
2017-01-20Dividend on 26 shares at 34.00¢ per share:$8.84
                                               
           __

Total capital invested:
$
504.14

Total dividends received:
$
225.93

Commissions/fees/taxes:
$
0.00

With this transfer, DivGro's projected annual dividend income (PADI) increases by $35.36 and I'm adding $225.93 in past dividends to DivGro's total dividend income. The YoC is 7.01%.

Thanks for reading!

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