Tuesday, August 14, 2018

8 Dividend Increases: August 6-10, 2018

Companies that regularly increase dividends show confidence in future earnings growth potential. One way to identify dividend growth stocks for further analysis is to monitor dividend increases.

In the last week, eight companies on my watch list announced dividend increases.

Three of the dividend increases are double-digit percentage increases.

Friday, August 10, 2018

Recent Sell: Microsoft

In my last Pulse article, I looked at a yield channel chart of Microsoft (MSFT) that clearly shows that the stock is trading at an overvalued yield when looking at historical yield patterns.

MSFT is DivGro's seventh home-run and one of my top performers with annualized total returns of about 55%. It is tough to sell a home-run stock when it is performing so well, but my yield channel chart suggests it is a good time to do so.

I think MSFT has more room to grow, so I decided to sell a portion of my shares and ride the upward trend as long as it lasts. This article presents a short summary of the trades and dividends received as well as a net profit analysis.

Wednesday, August 8, 2018

18 Dividend Increases: July 30-August 3, 2018

Companies that regularly increase dividends show confidence in future earnings growth potential. One way to identify dividend growth stocks for further analysis is to monitor dividend increases.

This week, 18 companies passing my watch list criteria decided to increase their dividends, including two of the stocks I own.

Two of the dividend increases are double-digit percentage increases.

Thursday, August 2, 2018

Home Run Number 18

Well, that was quick!

Only three days ago I reported home run #17—and here I'm back to celebrate home run #18!

Aflac (AFL) beat out Apple (AAPL) to become DivGro's seventeenth home run, but it didn't take the tech giant long to also cross the 100% mark in total returns in my portfolio.

Last time I mentioned that AAPL was involved in another race, with Amazon (AMZN), to become the first ever trillion dollar company. This morning it was widely reported that AAPL reached trillion dollar status, but, in fact, AAPL needed to hit $207.05 to do so.

Wednesday, August 1, 2018

34 Dividend Increases: July 23-27, 2018 (Part 2: Non-Financials)


Companies that regularly increase dividends show confidence in future earnings growth potential. Monitoring dividend increase announcements helps me identify candidates for further analysis.

In the past week, 34 companies that match my watch criteria announced dividend increases, including one of my portfolio holdings.

Part 1 presented details on dividend increases from the Financials sector stocks. In Part 2 the remaining sectors are covered.

Tuesday, July 31, 2018

34 Dividend Increases: July 23-27, 2018 (Part 1: Financials)


Companies that regularly raise their dividend payments show confidence in future earnings growth potential. One way to identify dividend growth stocks for further analysis is to monitor dividend increases.

This past week, 34 companies that match my watch list criteria announced dividend increases, including one of the stocks I own.
Part 1 presents details on dividend increases from the Financials sector, while Part 2 will cover the remaining sectors.

Monday, July 30, 2018

Home Run Number 17

It has been more than two months since my last home!

I use the term home run to identify a stock in my portfolio that crosses the 100% mark in total returns.

I expected Aflac (AFL) to become my sixteenth home run, but the stock stubbornly stayed just below the 100% mark for two months running and Valero Energy (VLO) beat AFL to the punch!

Last time I identified two contenders for DivGro's 17th home run: AFL and Apple (AAPL). And today I'm happy to reveal the winner! Did AFL finally break the 100% barrier, or did AAPL beat AFL to the punch?

Saturday, July 28, 2018

DivGro Pulse: July 2018

In my regular DivGro Pulse articles, I focus on strategy and monitor the health of my portfolio of dividend growth stocks. My aim is to reduce portfolio risk, to further diversify my holdings, and to improve the balance of my holdings.

To identify undervalued or overvalued stocks in my portfolio, I perform an extensive fair value analysis and update the fair value estimates of every dividend growth stock in my portfolio. Undervalued stocks are suitable for further investment, while overvalued stocks are candidates for selling.

I create Yield Channel Charts for stocks that appear to be undervalued or overvalued. These charts show market valuation relative to historical yield patterns, creating a fair value or "safety" zone for the stock price. As long as the stock price stays within the safety zone of the yield channel, no immediate action is needed. But if the stock price moves outside the yield channel, I want to be alerted.

Thursday, July 26, 2018

31 Dividend Increases: July 16-20, 2018 (Part 2: Non-Financials)

Companies that regularly increase dividends show confidence in future earnings growth potential. Monitoring dividend increase announcements helps me identify candidates for further analysis.

Last week, 31 companies that match my selection criteria declared dividend increases, including three of my DivGro holdings.

Part 1 presented details on dividend increases from the Financials sector stocks. In Part 2 the remaining sectors are covered.

Tuesday, July 24, 2018

31 Dividend Increases: July 16-20, 2018 (Part 1: Financials)

Companies that regularly raise their dividends show confidence in the potential growth of future earnings. I like monitoring dividend increase announcements because I consider stocks that regularly increase their dividends to be candidates for further analysis.

Last week, 31 companies that match my watch list criteria announced dividend increases. Part 1 presents details on dividend increases from the Financials sector stocks, while Part 2 will cover the remaining sectors.

Sunday, July 22, 2018

Quarterly Review, Q2 2018

Welcome to the 22nd quarterly review of DivGro, my portfolio of dividend growth stocks.

My quarterly reviews provide a summary of dividend income, dividend changes, and transactions executed in the past quarter. I also provide some charts showing various portfolio statistics. While these reviews are mostly informational, they help me to track progress over time.

Now in its sixth year of existence, my portfolio generated more than $4,600 of dividend income this quarter and I'm projecting dividend income of at least $5,200 per quarter going forward.

Year-to-date I've collected dividend income of $9,250, so it looks like I'll easily achieve my goal of earning at least $18,000 in in 2018. In fact, I'll probably end up collecting about $20,000 this year!

Saturday, July 21, 2018

Options Update: June 2018 (Part 2)

Welcome to Part 2 of my June options update!

With lots of trading activity in June, I decided to split this update into two parts. Part 1 provided a snapshot of June's trades and I reported on expired, closed, and rolled options. I also reviewed the options that expire soon.

Part 2 provides details on new covered call and put contracts, as well as a spread trade I executed last month. It concludes with the usual running tally of the total amount I received from options trades, as well as the options premiums secured due to options that expired.

I added options trading to DivGro in June 2016 to leverage the equity in my portfolio and to generate additional income. To date, I've collected a total of $32,671 in options income.

Friday, July 20, 2018

Options Update: June 2018 (Part 1)

I added options trading to DivGro in June 2016 to leverage the equity in my portfolio and to generate additional income.

The purpose of these monthly options update articles is to report my options trades and to keep track of the options income so generated.

With lots of trading activity in June, I decided to split this update into two parts. Part 1 provides the usual recap and a snapshot of June's trades. I report on expired, closed, and rolled options, and review a list of options that expire soon. Part 1 concludes with a look at how I'm doing with regards to my secured options income goal.

Part 2 will provide details on new covered call and put contracts, as well as a spread trade I executed last month. I'll also provide the usual running tally of the total amount I received from options trades, as well as the options premiums secured due to options that expired.

Thursday, July 19, 2018

10 Dividend Growth Stocks For July 2018

The CCC list is a valuable source for dividend growth investors.

Previously compiled by the late David Fish and now maintained by Justin Law, the CCC list contains U.S. companies with streaks of at least 5 years of higher dividend payments. The accompanying spreadsheet provides key statistics of the CCC stocks.

In my monthly 10 Dividend Growth Stocks series, I identify 10 CCC stocks for further research. To create the list, I rank a selection of the CCC stocks and assign a 7-star rating to each stock. Stocks rated 5 stars or better are worthy of further analysis. This month's top 10 list contains two 7-star and eight 6-star stocks.

Tuesday, July 17, 2018

12 Dividend Increases: July 2-13, 2018

Companies can only raise their dividends sustainably if they grow earnings sufficiently. I monitor dividend increase announcement to identify candidates for further analysis.

In the past two weeks, 12 companies declared dividend increases, including one of the stocks I hold in my portfolio.

Four of the dividend increases are double-digit percentage increases.

Friday, July 6, 2018

Monthly Review: June 2018

Welcome to the monthly review of DivGro, my portfolio of dividend growth stocks.

The goal of these reviews is to provide a summary of dividends received and to detail buy and sell transactions. I also consider the impact on DivGro's projected annual dividend income (PADI).

In June, I opened six new positions and added shares to five existing positions. Additionally, I closed two positions and reduced my holdings in one position. Eight DivGro stocks announced dividend increases in June. The net result of these changes is that PADI increased by about 2.6% in June. Year over year, PADI increased by 40.2%.

Tuesday, July 3, 2018

5 Dividend Increases: June 25-29, 2018

Companies that regularly increase dividends show confidence in future earnings growth potential. I monitor dividend increases for dividend growth stocks to identify candidates for further analysis.

In the past week, five companies decided to increase their dividends, including one of my DivGro holdings.

Three of the dividend increases are double-digit percentage increases.

Tuesday, June 26, 2018

5 Dividend Increases: June 18-22, 2018

Companies can only raise their dividends sustainably if they grow earnings sufficiently. I like to monitor dividend increase announcements to find candidates for further analysis.

Last week, five companies on my watch list announced dividend increases, including three of my DivGro holdings.

Two companies impressed with double-digit percentage increases.

Thursday, June 21, 2018

7 Dividend Growth Stocks With Consistent Earnings Growth

As a dividend growth investor, I highly value consistent earnings growth.

Consistent earnings growth gives a company options, either to grow the business, to retain the earnings, or to return it to shareholders as dividends or share buybacks. Of course, I'm mostly interested in dividends, so I look for consistent dividend growth commensurate with consistent earnings growth.

For the purposes of this article, I consider earnings growth to be consistent if a graph of the earnings over the past ten years increases monotonically.

Tuesday, June 19, 2018

10 Dividend Growth Stocks For June 2018

Like many dividend growth investors who relied on the invaluable CCC list, I'm saddened by the passing of David Fish. The CCC list has been a crucial resource for most of my articles, and I will dearly miss the monthly updates, so reliably and generously shared with the DGI community!

There is an effort to continue the CCC list, but already questions about the format and content are coming up. While I applaud the new author's effort, the CCC list is so much more than just a list of companies that increased their dividends. As one comment suggests, "The true value resides in the data – not the list. Trust me on this."

Monday, June 18, 2018

8 Dividend Increases: June 11-15, 2018

Companies that regularly raise their dividend payments show confidence in future earnings growth potential. I monitor dividend increases to identify candidates for further analysis.

This past week, eight companies on my watch list announced dividend increases.

Three companies impressed with double-digit percentage increases.

Thursday, June 14, 2018

5 Dividend Increases: June 4-8, 2018

Companies can only increase their dividends sustainably if they grow earnings sufficiently. I monitor dividend increases for stocks on my watch list of dividend growth stocks to identify candidates for further analysis.

Last week, five companies on my watch list decided to increase their dividends, including one of the stocks I own.

One company in this week's list announced a dividend increase, an impressive raise of 20% — and it happens to be the stock I own!

Monday, June 11, 2018

Interview with AA40

A while ago, I started corresponding with JB of AA40, a blog in Brazil on becoming financially independent and retiring early. Also known as FIRE, the movement has lots of followers and a growing list of successful pundits.

JB asked me if I would be willing to do an interview with AA40, and after looking at the format of an earlier interview published on AA40, I agreed.

As an expat South African, there are similarities in the investing landscape in Brazil and South Africa that I recognize and appreciate. For example, interest rates are much higher than in the USA, so investing in the stock market instead of depositing your money in a bank is not so self-evident.

Saturday, June 9, 2018

Monthly Review: May 2018

Welcome to the monthly review of DivGro, my portfolio of dividend growth stocks. I present details of any buys or sells, and I provide a summary of dividends collected. I also look at how DivGro's projected annual dividend income (PADI) has changed.

In May, I opened three new positions and added shares to twelve existing positions. Additionally, I reduced my holdings in three positions. Two DivGro stocks announced dividend increases in May. The net result is that PADI increased by about 9.4% in May. Year over year, PADI increased by 38.7%.

As for dividend income, in May I received dividends totaling $1,254 from 17 stocks in my portfolio. So far in 2018, I've collected $6,712 in dividends or about 37% of my 2018 goal of $18,000.

Friday, June 8, 2018

1 Dividend Increase: May 28-June 1, 2018

Companies that regularly increase their dividends show confidence in future earnings growth potential. Monitoring dividend increases for stocks on my watch list helps me to identify candidates for further analysis.

Companies that regularly raise their dividend payments show confidence in future earnings growth potential. One way to identify dividend growth stocks for further analysis is to monitor dividend increases.

Recently, one company on my watch list announced a dividend increase. It happens to be a stock I now own, and the dividend increase is an impressive 17%!

Tuesday, June 5, 2018

Options Update: May 2018

Welcome to another edition of my monthly options updates!

I write monthly updates to keep track of options trades in my DivGro portfolio. While DivGro's focus is dividend growth investing, I trade options to boost my portfolio's overall income.

Specifically, I sell puts on stocks I'd like to own and covered calls on stocks I already own. Sometimes, I execute more speculative options trades, too, such as bull put spreads and other combo trades.

Each update serves as a status report on the open options and obligations I have. I also report new trades and provide a running tally of DivGro's options income to date.

Saturday, June 2, 2018

Top Holdings Of Dividend ETFs (June 2018 Edition)

From time to time, I compile a virtual portfolio of dividend growth (DG) stocks by analyzing the holdings of Dividend ETFs, Real Estate ETFs, or even the public portfolio of DG Bloggers.

I find these exercises quite insightful and certainly worth the effort. Comparing my portfolio to the virtual portfolio is informative, as it helps me to identify candidate stocks for analysis and possible investment.

The June edition of the top 50 holdings of dividend ETFs has Exxon Mobil (XOM) repeating as the highest-ranked stock, while Microsoft (MSFT) and Apple (AAPL) replaced Procter & Gamble (PG) and Johnson & Johnson (JNJ) in the #2 and #3 slots, respectively.

Thursday, May 31, 2018

13 Dividend Increases: May 21-25, 2018

Companies that regularly raise their dividend payments show confidence in future earnings growth potential. One way to identify dividend growth stocks for further analysis is to monitor dividend increases.

I look for dividend increase announcements from stocks in the CCC list, but I use several screens to limit the number of stocks to monitor. For example, I look for stocks with market caps exceeding $500m. In the past week, thirteen companies on my watch list decided to increase their dividends.

Monday, May 28, 2018

DivGro Pulse: May 2018

DivGro Pulse is a series of articles that focuses on the strategy of dividend growth (DG) investing. My objectives are to reduce the risk, increase the diversification, and improve the balance of my portfolio holdings.

In my monthly pulse articles, I monitor the health of my portfolio of dividend growth stocks. These articles are strategy-focused and my goals are to reduce the risk, increase the diversification, and improve the balance of my portfolio holdings.

I update the fair value estimates for every stock in my portfolio and use the information to identify undervalued stocks suitable for further investment. As for overvalued stocks and depending on circumstances, I may choose between holding or selling them.

Tuesday, May 22, 2018

7 Dividend Increases: May 14-18, 2018

Companies that regularly increase their dividends show confidence in future earnings growth potential. Monitoring dividend increases for stocks on my watch list helps me to identify candidates for further analysis.

I look for announcements from stocks in the CCC list, but I use several screens to limit the number of stocks to monitor. Last week, seven companies on my watch list declared dividend increases, and the list includes one of the stocks I own.

Monday, May 21, 2018

10 Dividend Growth Stocks For May 2018

The CCC list is a wonderful source for dividend growth investors. Compiled and updated every month by David Fish, the CCC list contains U.S. companies with at least 5 consecutive years of higher dividend payments. The accompanying spreadsheet provides key statistics of the CCC stocks.

In my monthly 10 Dividend Growth Stocks series, I identify 10 CCC stocks for further research. To create the list, I rank a selection of the CCC stocks and assign a 7-star rating to each stock. Stocks rated 5 stars or better are worthy of further analysis.

This month, I used a new screener to select candidate stocks from the CCC list. This article introduces the new screener as well as the top 10 ranked stocks for May.

Saturday, May 19, 2018

Home Run Number 16

About a month ago, I revealed DivGro's fifteenth home run stock, Intel (INTC). A home run stock is any position in DivGro that crosses the 100% mark in total returns.

In that article, I mentioned that Aflac (AFL) was closest to earning home run status, as it was the only stock with total returns above 90%.

Well, another stock beat AFL to the punch! The stock soared 20% in the past month, and today it recorded an all-time high of $121.04 before closing at $120.56. Read on to learn about DivGro's 16th home run!

Wednesday, May 16, 2018

21 Dividend Increases: May 7-11, 2018 (Part 2: Remaining Sectors)

Companies that regularly increase dividends show confidence in future earnings growth potential. Monitoring dividend increases for stocks on my watch list helps me identify candidates for further analysis. I look for announcements from stocks in the CCC list, but I use several screens to limit the number of stocks to monitor.

Last week, 21 companies on my watch list declared dividend increases.

Part 1 presented dividend increases for stocks in the Energy, Financials, and Industrials sectors. This is Part 2, which presents dividend increases for stocks in the remaining sectors.

Monday, May 14, 2018

21 Dividend Increases: May 7-11, 2018 (Part 1: Energy, Financials, and Industrials)

Companies can only raise their dividends regularly if earnings grow sufficiently. I monitor dividend increases for stocks on my watch list of dividend growth stocks to identify candidates for further analysis.

This past week, 21 companies on my watch list announced dividend increases. Part 1 presents dividend increases from the Energy, Financials, and Industrials sectors. Part 2 will cover the remaining sectors.

Tuesday, May 8, 2018

18 Dividend Increases: April 30-May 4, 2018

I monitor dividend increases for stocks on my watch list of dividend growth stocks to identify candidates for further analysis. Companies can only increase their dividends regularly if earnings grow sufficiently.

Last week, 18 companies on my watch list declared dividend increases, including one of the stocks I own. Of the 18 stocks, five announced double-digit percentage increases, which I consider to be significant!

Sunday, May 6, 2018

Monthly Review: April 2018

Every month, I write a review of my portfolio of dividend growth (DG) stocks, DivGro. My goal with these reviews is to share updates to my portfolio and to detail the dividends I received during the month. Additionally, I look at how the month's activities have impacted DivGro's projected annual dividend income (PADI).

In April, I opened one new position and added shares to one existing position. Seven DivGro stocks announced dividend increases in April. The net result of these changes is that PADI increased by about 2.6% in April. Year over year, PADI increased by 37.9%.

As for dividend income, in April I received dividends totaling $879 from 16 stocks in my portfolio, a year over year increase of 112%. So far in 2018, I've collected $5,457 in dividends or about 30% of my 2018 goal of $18,000.

Saturday, May 5, 2018

Options Update: April 2018

DivGro's focus is dividend growth investing. Most articles I post here relate to the strategy of dividend growth investing and how I manage my portfolio.

In June 2016, I added options trading to leverage the equity in my portfolio and to generate more income. My monthly options update articles report on these trades and I keep track of the options income so generated.

Options trading gives my trader's mind something to work on. For the most part, I sell puts on stocks I would like to own and covered calls on stocks I already own. Sometimes, I execute more speculative options trades, too, such as bull put spreads and other combo trades.

Options trading generates extra income, which allows me to buy more dividend growth stocks than otherwise would have been possible.

Friday, May 4, 2018

36 Dividend Increases: April 23-27, 2018 (Part 3: Remaining Sectors)

Monitoring dividend increases for stocks on my watch is one way to identify candidates for further analysis. Companies that regularly increase dividends show confidence in future earnings growth potential.

Last week, 36 companies on my watch list announced dividend increases. I own five of these stocks in my DivGro portfolio.

Part 1 and Part 2 presented dividend increases for stocks in the Energy, Utilities, and Financials sectors. This is Part 3, which presents dividend increases for stocks in the remaining sectors.

Thursday, May 3, 2018

36 Dividend Increases: April 23-27, 2018 (Part 2: Financials Sector Stocks)

Companies that regularly increase dividends show confidence in future earnings growth potential. Monitoring dividend increases for stocks on my watch list helps me identify candidates for further analysis. I look for announcements from stocks in the CCC list, but I use several screens to limit the number of stocks to monitor.

This week, 36 companies on my watch list declared dividend increases, including four of the stocks I own. Part 1 presented dividend increases for stocks in the Energy and Utilities Sectors. This is Part 2, which presents dividend increases for Financials Sector stocks. Please see the upcoming Part 3 for dividend increases from the remaining sectors.

Ten out of eighteen increases from stocks in the Financials sector are double-digit increases! In fact, three stocks announced increases of 20% or more!

Wednesday, May 2, 2018

Quarterly Review, Q1-2018

This is the 21st quarterly review of DivGro, my portfolio of dividend growth stocks. I switched to dividend growth investing in January 2013 to generate a reliable and growing dividend income stream. DivGro now generates more than $4,000 of dividend income every quarter!

My quarterly reviews provide a summary of dividend income, dividend changes, and transactions executed in the past quarter. I also provide some graphs showing various portfolio statistics. While these reviews are mostly informational, they help me to track progress over time.

Monday, April 30, 2018

36 Dividend Increases: April 23-27, 2018 (Part 1: Energy And Utilities Sectors)

Companies can only raise their dividends regularly if earnings grow sufficiently. I monitor dividend increases for stocks on my watch list of dividend growth stocks to identify candidates for further analysis.

This week, 36 companies on my watch list declared dividend increases, including four of the stocks I own. Part 1 presents dividend increases for stocks in the Energy and Utilities Sectors. Part 2 will cover Financials Sector stocks, while Part 3 will cover the remaining sectors.

Friday, April 27, 2018

DivGro Pulse: April 2018

DivGro Pulse is a series of articles that focuses on the strategy of dividend growth (DG) investing. My objectives are to reduce the risk, increase the diversification, and improve the balance of my portfolio holdings.

I update fair value estimates for every DG stock in my portfolio and look for undervalued stocks suitable for further investment. Similarly, I look for overvalued stocks and determine if it makes sense to hold the stock or to sell it.

Yield channel charts are great visual tools for DG stock valuation. I create yield channel charts for stocks that appear to be undervalued or overvalued. As long as the stock price remains inside the yield channel, no immediate action is needed.

Wednesday, April 25, 2018

Monthly Review: March 2018

Welcome to the monthly review of DivGro, my portfolio of dividend growth stocks. The goal of these reviews is to provide a summary of dividends received and to detail buy and sell transactions. I also consider the impact on DivGro's projected annual dividend income (PADI).

In March, I opened two new positions. Five DivGro stocks announced dividend increases in March. The net result of these changes is that PADI increased by about 1.3% in March. Year over year, PADI increased by 43.3%.

As for dividend income, in March I received dividends totaling $2,523 from 30 stocks in my portfolio, a year over year increase of 35%. So far in 2018, I've collected $4,578 in dividends or about 25% of my 2018 goal of $18,000.

Tuesday, April 24, 2018

22 Dividend Increases: April 16-20, 2018 (Part 2: Remaining Sectors)

Monitoring dividend increases for stocks on my watch is one way to identify candidates for further analysis. I look for announcements from stocks in the CCC list, but I use several screens to limit the number of stocks to monitor.

For example, I require a dividend yield of at least 1.5% for Dividend Challengers and a dividend yield of at least 1.0% for Dividend Contenders and Dividend Champions.

In the past week, 22 companies on my watch list decided to increase their dividends, including one of the stocks I hold in my portfolio. Part 1 presented dividend increases of stocks in the Energy and Financials sectors. This is Part 2, which covers dividend increase announcements from the remaining sectors.

Monday, April 23, 2018

22 Dividend Increases: April 16-20, 2018 (Part 1: Energy And Financials Sectors)

I monitor dividend increases for stocks on my watch list of dividend growth stocks to identify candidates for further analysis. Companies that regularly raise their dividends show confidence in the potential growth of future earnings. I look for announcements from stocks in the CCC list, but I use several screens to limit the number of stocks to monitor. For example, I only monitor companies with market caps greater than $500M.

In the past week, 22 companies on my watch list decided to increase their dividends. I own one of these stocks. Part 1 of this article presents dividend increases from stocks in the Energy and Financials sectors. See the upcoming Part 2 for dividend increase announcements from the remaining sectors.

As a bonus, I include a summary of available ex-dividend dates for the next two weeks.

Sunday, April 22, 2018

Options Update: March 2018 (Part 2)

Part 1 of my monthly options update article covered the usual options trades I executed in March.

There is one unusual trade I made that is the topic of Part 2. It is a combination trade with a short put and a long call. The combo trade is net credit and uses LEAPs (long-term equity anticipation securities) to give me exposure to long-term price changes.

I added options trading to DivGro in June 2016 to leverage the equity in my portfolio and to generate more income. The options income allows me to buy more dividend growth stocks and so generate extra dividend income.

Saturday, April 21, 2018

Options Update: March 2018 (Part 1)

Welcome to my monthly options update article!

I write these updates to keep track of options trades in my DivGro portfolio. I sell puts on stocks I'd like to own, or covered calls on stocks in my portfolio. Sometimes, I execute more speculative options trades, too.

Each update serves as a status report on the open options and the obligations I have. I also report new trades and provide a running tally of DivGro's options income to date.

While DivGro remains focused on dividend growth investing, I added options trading in June 2016 to leverage the equity in my portfolio and to generate more income. In turn, this allows me to buy more dividend growth stocks and boost my dividend income.

Friday, April 20, 2018

10 Dividend Growth Stocks For April 2018

The CCC stocks is a list of dividend growth stocks with at least five consecutive years of higher dividend payments. Updated monthly by David Fish, the list of CCC stocks contains more than 800 dividend growth stocks trading on U.S. exchanges.

In my monthly 10 Dividend Growth Stocks series, I identify 10 CCC stocks worthy of further research. An in-depth analysis of every stock on the CCC list would be a monumental task, so I trim the CCC stocks to a smaller number of candidate stocks.

I use different screens every month for variation. This month, I screened for CCC stocks using a set of filters I call the sevens filters:

Tuesday, April 17, 2018

Home Run Number 15

Just more than a month ago, I reported on DivGro's Home Run Number 14, Netflix (NFLX). Recall that I use the term home run to describe any position in DivGro that crosses the 100% mark in total returns.

In that article, I identified two stocks that most likely would become Home Run #15. Aflac (AFL) was the forerunner by the slightest of margins, but I said I wouldn't be surprised if Intel (INTC) ended up winning the race. INTC had the momentum with 1-year returns of about 41%, versus AFL's 23%.

Today I reveal the winner, which officially becomes the 15th home run of DivGro.

Sunday, April 15, 2018

7 Dividend Increases: April 9-13, 2018

I monitor dividend increases for dividend growth stocks to identify candidates for further analysis. Companies can only raise their dividends regularly if earnings grow sufficiently.

I limit the monitoring to stocks in the CCC list and I use several screens to limit the number of stocks further. For example, I only cover stocks with a market cap exceeding $500M.

This past week, seven companies on my watchlist announced dividend increases, including one of the stocks I own in my portfolio.

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