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.
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)
| 2009-09-09 | Bought 19 shares of T at $25.89 per share: | $ | 491.91 |
| 2009-11-02 | Dividend on 19 shares at 41¢ per share: | $ | 7.79 |
| 2010-02-01 | Dividend on 19 shares at 42¢ per share: | $ | 7.98 |
| 2010-05-03 | Dividend on 19 shares at 42¢ per share: | $ | 7.98 |
| 2010-08-02 | Dividend on 19 shares at 42¢ per share: | $ | 7.98 |
| 2010-11-01 | Dividend on 19 shares at 42¢ per share: | $ | 7.98 |
| 2011-02-01 | Dividend on 19 shares at 43¢ per share: | $ | 8.17 |
| 2011-05-02 | Dividend on 19 shares at 43¢ per share: | $ | 8.17 |
| 2011-08-01 | Dividend on 19 shares at 43¢ per share: | $ | 8.17 |
| 2011-11-01 | Dividend on 19 shares at 43¢ per share: | $ | 8.17 |
| 2012-02-01 | Dividend on 19 shares at 44¢ per share: | $ | 8.36 |
| 2012-05-01 | Dividend on 19 shares at 44¢ per share: | $ | 8.36 |
| 2012-08-01 | Dividend on 19 shares at 44¢ per share: | $ | 8.36 |
| 2012-11-01 | Dividend on 19 shares at 44¢ per share: | $ | 8.36 |
| 2013-02-01 | Dividend on 19 shares at 45¢ per share: | $ | 8.55 |
| 2013-05-01 | Dividend on 19 shares at 45¢ per share: | $ | 8.55 |
| 2013-08-01 | Dividend on 19 shares at 45¢ per share: | $ | 8.55 |
| 2013-11-01 | Dividend on 19 shares at 45¢ per share: | $ | 8.55 |
| 2014-02-03 | Dividend on 19 shares at 46¢ per share: | $ | 8.74 |
| 2014-05-01 | Dividend on 19 shares at 46¢ per share: | $ | 8.74 |
| 2014-08-01 | Dividend on 19 shares at 46¢ per share: | $ | 8.74 |
| 2014-11-03 | Dividend on 19 shares at 46¢ per share: | $ | 8.74 |
| 2015-02-02 | Dividend on 19 shares at 47¢ per share: | $ | 8.93 |
| 2015-05-01 | Dividend on 19 shares at 47¢ per share: | $ | 8.93 |
| 2015-08-03 | Dividend on 19 shares at 47¢ per share: | $ | 8.93 |
| 2015-11-02 | Dividend on 19 shares at 47¢ per share: | $ | 8.93 |
| 2016-02-01 | Dividend on 19 shares at 48¢ per share: | $ | 9.12 |
| 2016-05-02 | Dividend on 19 shares at 48¢ per share: | $ | 9.12 |
| 2016-08-01 | Dividend on 19 shares at 48¢ per share: | $ | 9.12 |
| 2016-11-01 | Dividend on 19 shares at 48¢ per share: | $ | 9.12 |
| 2017-02-01 | Dividend on 19 shares at 49¢ per share: | $ | 9.13 |
__
| |||
Total capital invested:
|
$
|
491.91
| |
Total dividends received:
|
$
|
256.05
| |
Commissions/fees/taxes:
|
$
|
0.00
|
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%.
| 2009-09-09 | Bought 16 shares of VZ at $28.96 per share: | $ | 463.33 |
| 2009-11-02 | Dividend on 16 shares at 47.50¢ per share: | $ | 7.60 |
| 2010-02-01 | Dividend on 16 shares at 47.50¢ per share: | $ | 7.60 |
| 2010-05-03 | Dividend on 16 shares at 47.50¢ per share: | $ | 7.60 |
| 2010-08-02 | Dividend on 16 shares at 47.50¢ per share: | $ | 7.60 |
| 2010-11-01 | Dividend on 16 shares at 48.75¢ per share: | $ | 7.80 |
| 2011-02-01 | Dividend on 16 shares at 48.75¢ per share: | $ | 7.80 |
| 2011-05-02 | Dividend on 16 shares at 48.75¢ per share: | $ | 7.80 |
| 2011-08-01 | Dividend on 16 shares at 48.75¢ per share: | $ | 7.80 |
| 2011-11-01 | Dividend on 16 shares at 50.00¢ per share: | $ | 8.00 |
| 2012-02-01 | Dividend on 16 shares at 50.00¢ per share: | $ | 8.00 |
| 2012-05-01 | Dividend on 16 shares at 50.00¢ per share: | $ | 8.00 |
| 2012-08-01 | Dividend on 16 shares at 50.00¢ per share: | $ | 8.00 |
| 2012-11-01 | Dividend on 16 shares at 51.50¢ per share: | $ | 8.24 |
| 2013-02-01 | Dividend on 16 shares at 51.50¢ per share: | $ | 8.24 |
| 2013-05-01 | Dividend on 16 shares at 51.50¢ per share: | $ | 8.24 |
| 2013-08-01 | Dividend on 16 shares at 51.50¢ per share: | $ | 8.24 |
| 2013-11-01 | Dividend on 16 shares at 53.00¢ per share: | $ | 8.48 |
| 2014-02-03 | Dividend on 16 shares at 53.00¢ per share: | $ | 8.48 |
| 2014-05-01 | Dividend on 16 shares at 53.00¢ per share: | $ | 8.48 |
| 2014-08-01 | Dividend on 16 shares at 53.00¢ per share: | $ | 8.48 |
| 2014-11-03 | Dividend on 16 shares at 55.00¢ per share: | $ | 8.80 |
| 2015-02-02 | Dividend on 16 shares at 55.00¢ per share: | $ | 8.80 |
| 2015-05-01 | Dividend on 16 shares at 55.00¢ per share: | $ | 8.80 |
| 2015-08-03 | Dividend on 16 shares at 55.00¢ per share: | $ | 8.80 |
| 2015-11-02 | Dividend on 16 shares at 56.50¢ per share: | $ | 9.04 |
| 2016-02-01 | Dividend on 16 shares at 56.50¢ per share: | $ | 9.04 |
| 2016-05-02 | Dividend on 16 shares at 56.50¢ per share: | $ | 9.04 |
| 2016-08-01 | Dividend on 16 shares at 56.50¢ per share: | $ | 9.04 |
| 2016-11-01 | Dividend on 16 shares at 57.75¢ per share: | $ | 9.24 |
| 2017-02-01 | Dividend 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
|
Xcel Energy Inc (XEL)
| 2009-09-09 | Bought 26 shares of XEL at $19.39 per share: | $ | 504.14 |
| 2009-10-20 | Dividend on 26 shares at 24.50¢ per share: | $ | 6.37 |
| 2010-01-20 | Dividend on 26 shares at 24.50¢ per share: | $ | 6.37 |
| 2010-04-20 | Dividend on 26 shares at 24.50¢ per share: | $ | 6.37 |
| 2010-07-20 | Dividend on 26 shares at 25.25¢ per share: | $ | 6.56 |
| 2010-10-20 | Dividend on 26 shares at 25.25¢ per share: | $ | 6.57 |
| 2011-01-20 | Dividend on 26 shares at 25.25¢ per share: | $ | 6.56 |
| 2011-04-20 | Dividend on 26 shares at 25.25¢ per share: | $ | 6.57 |
| 2011-07-20 | Dividend on 26 shares at 26.00¢ per share: | $ | 6.76 |
| 2011-10-20 | Dividend on 26 shares at 26.00¢ per share: | $ | 6.76 |
| 2012-01-20 | Dividend on 26 shares at 26.00¢ per share: | $ | 6.76 |
| 2012-04-20 | Dividend on 26 shares at 26.00¢ per share: | $ | 6.76 |
| 2012-07-20 | Dividend on 26 shares at 27.00¢ per share: | $ | 7.02 |
| 2012-10-20 | Dividend on 26 shares at 27.00¢ per share: | $ | 7.02 |
| 2013-01-20 | Dividend on 26 shares at 27.00¢ per share: | $ | 7.02 |
| 2013-04-20 | Dividend on 26 shares at 27.00¢ per share: | $ | 7.02 |
| 2013-07-20 | Dividend on 26 shares at 28.00¢ per share: | $ | 7.28 |
| 2013-10-20 | Dividend on 26 shares at 28.00¢ per share: | $ | 7.28 |
| 2014-01-20 | Dividend on 26 shares at 28.00¢ per share: | $ | 7.28 |
| 2014-04-20 | Dividend on 26 shares at 30.00¢ per share: | $ | 8.74 |
| 2014-07-20 | Dividend on 26 shares at 30.00¢ per share: | $ | 8.74 |
| 2014-10-20 | Dividend on 26 shares at 30.00¢ per share: | $ | 8.74 |
| 2015-01-20 | Dividend on 26 shares at 30.00¢ per share: | $ | 8.74 |
| 2015-04-20 | Dividend on 26 shares at 32.00¢ per share: | $ | 8.32 |
| 2015-07-20 | Dividend on 26 shares at 32.00¢ per share: | $ | 8.32 |
| 2015-10-20 | Dividend on 26 shares at 32.00¢ per share: | $ | 8.32 |
| 2016-01-20 | Dividend on 26 shares at 32.00¢ per share: | $ | 8.32 |
| 2016-04-20 | Dividend on 26 shares at 34.00¢ per share: | $ | 8.84 |
| 2016-07-20 | Dividend on 26 shares at 34.00¢ per share: | $ | 8.84 |
| 2016-10-20 | Dividend on 26 shares at 34.00¢ per share: | $ | 8.84 |
| 2017-01-20 | Dividend 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
|
Thanks for reading!
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