Wednesday, February 24, 2021

Dividend Increases: February 13-19, 2021

We monitor dividend changes of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing stocks with dividend streaks of five years or more. 

This week, 26 companies in Dividend Radar decided to increase their dividends and the list includes three of the stocks I hold in my portfolio.

A new feature of these articles is that I highlight one of the stocks that announced a dividend increase, providing a quality assessment and performance, earnings, and valuation charts.

Monday, February 22, 2021

Upcoming Ex-Dividend Dates: February 22-March 4, 2021

In this article series, we provide a summary of upcoming ex-dividend dates, specifically for dividend growth stocks as defined and maintained in the Dividend Radar spreadsheet.

A summary table provides relevant data and key statistics, including the next payout and pay date. We screen for high-quality candidates using DVK Quality Snapshots and highlight one interesting candidate.

I co-produce this article series with James Marino Sr. of Portfolio Insight.

Sunday, February 21, 2021

The Dividend Aristocrats Ranked By Quality Scores

This article updates an article I wrote in October 2020.

Since the October article, the S&P Dow Jones Indices announced the annual rebalancing of the S&P 500 Dividend Aristocrats index. Three stocks were added to the index, while three spin-offs were removed because their combined dividends as three separate entities decreased. So there are still 65 Dividend Aristocrats, but their sector distribution changed. 

This article again ranks the Dividend Aristocrats using DVK Quality Snapshots, providing updated key metrics, quality indicators, and fair value estimates. Additionally, I provide a downloadable spreadsheet with fundamental and added value data for all Dividend Aristocrats.

Wednesday, February 17, 2021

Upcoming Ex-Dividend Dates: February 17-March 1, 2021

In this article series, we provide a summary of upcoming ex-dividend dates, specifically for dividend growth stocks as defined and maintained in the Dividend Radar spreadsheet.

We provide a summary table of ex-dividend dates with relevant data and key statistics, including the next payout and pay date.

Additionally, we screen the stocks with upcoming ex-dividend dates for high-quality candidates worth considering and highlight one of them as a possible buy (or at least as a stock to add to your watchlist).

I co-produce this article series with James Marino Sr. of Portfolio Insight.

Monday, February 15, 2021

Dividend Increases: February 6-12, 2021

We monitor dividend changes of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing stocks with dividend streaks of five years or more. 

This week, 26 companies in Dividend Radar decided to increase their dividends, including four of the stocks I hold in my portfolio. One of my DivGro stocks is awarding me with a spectacular 20% increase!

The article highlights one of the stocks that announced a dividend increase. We provide a quality assessment and performance, earnings, and valuation charts.

Sunday, February 14, 2021

Dividend Increases: January 30-February 5, 2021

This weekly article series provides a summary of dividend changes. I monitor such announcements to stay informed about stocks in my watchlist of dividend growth stocks, the Dividend Radar

In addition to providing a summary of dividend increases, I highlight one of those stocks, providing a quality assessment and presenting performance, earnings, and valuation charts.

This week's article covers no fewer than 25 stocks that will soon pay a higher dividend! One of my DivGro stocks is included in this list and is awarding me with a welcome 10% increase!

Saturday, February 13, 2021

Monthly Review Of DivGro: January 2021

Welcome to the monthly review of DivGro, my portfolio of dividend growth stocks. I provide a summary of transactions and dividends received in the past month. I also look at how DivGro's projected annual dividend income (PADI) has changed.

In January, I closed one position and reduced my holdings in another position. Eight DivGro stocks announced dividend increases in January. The net result of these changes is that PADI increased by about 0.6% in January. Year over year, PADI increased by 24.1%.

As for dividend income, in January I received dividends totaling $2,277 from 23 stocks in my portfolio, a year over year increase of 20%. The dividends I collected in January represent about 7% of my 2021 goal of collecting $34,500 in dividends.

Thursday, February 11, 2021

Home Run Number 34

Yesterday, I noted that DivGro hit two more home runs thanks to record-setting market highs on Monday. I reported that The Walt Disney Company (DIS) became DivGro's 33rd home run stock with respectable annualized returns of 18%.

Today, I'm reporting DivGro's 34th home run stock, one with very impressive annualized returns of 34%! I opened this position in April 2016, so the stock doubled my original capital outlay in just less than three years!

It appears that this recent string of home runs is over now. The closest contender has total returns of 80%, so it has some ways to go before hitting a home run!

Wednesday, February 10, 2021

Home Run Number 33

Thanks to record-setting market highs on Monday, I have two new home runs to report! Technically, I don't know which of these stocks reached home run status first, so I'm simply announcing them in alphabetical order by ticker. 

The home run I'm reporting first is by a company that's near and dear to my heart, as it owns the company I work for and that puts food on our table, so to speak. 

Unfortunately, the company suspended its dividend due to the bottom-line impact of the COVID-19 pandemic. As a consequence, I halved my position in January with the view of reinvesting the proceeds in a dividend growth stock. My decision to keep half of my position for its growth prospects was justified, as today's announcement shows!

Tuesday, February 9, 2021

Recent Dividend Changes: January 23-29, 2021

This article series covers announcements of dividend increases, suspensions, and cuts. I monitor such announcements to stay informed about stocks in my watchlist of dividend growth stocks, the Dividend Radar

The last edition of this series introduced a new format in which I highlight one of the stocks that announced a dividend increase. Hopefully, refreshing the article series in this will provide more value to readers.  

This week's article covers no fewer than 48 stocks that will soon pay a higher dividend! Five of my DivGro stocks are included in this list, and I'm always excited to hear that I'll be receiving multiple raises! 

Saturday, February 6, 2021

Home Run Number 32

Perhaps this is getting a little boring for you, dear readers!

But, wow! Two new home runs in consecutive blog posts! And this after I thought it would be a while before I report on another home run!

Today,  one of the growth stocks I own exploded higher after an earnings beat and so becomes DivGro's 32nd home run stock. Because the stock doesn't pay dividends, it means the stock price doubled up on my average cost basis. I first invested in this stock in June 2017 and added shares in 2018 and 2019. With annualized returns of 33%, there's nothing to complain about concerning this stock's performance!

Can you guess which growth stock I'm talking about?

Thursday, February 4, 2021

Home Run Number 31

The fun continues! (Though it appears it'll be a while before I get to do this again...)

On 28 January, I reported Home Run Number 30, and here I'm back announcing another home run stock! 

I like celebrating these milestones because it somewhat validates my original investment thesis! The stock I selected and invested in has produced total returns that exceeded my initial outlay of capital!

Today's home run stock took just more than three years to achieve home run status. I first invested in September 2017 and added shares on two more occasions. I'm happy to note that it has produced annualized returns of about 31%! 

Tuesday, February 2, 2021

Upcoming Ex-Dividend Dates: February 2-12, 2021

This article is the first in a new weekly series that will provide a summary of upcoming ex-dividend dates of stocks in Dividend Radar.

As before, we'll provide a summary table of ex-dividend dates with relevant data and key statistics, including the next payout and pay date.

Additionally, we'll screen the stocks with upcoming ex-dividend dates for high-quality candidates worth considering, and highlight one of them as a possible buy (or at least as a stock to add to your watchlist).

Saturday, January 30, 2021

2020 Annual Review Of DivGro

Welcome to the eighth annual review of DivGro, my portfolio of dividend growth stocks! 

I created DivGro in January 2013 to create the proverbial dividend-generating machine. With monthly dividend income approaching $2,800 per month, on average, I can only say I'm very pleased with my DG machine!

In annual reviews, I look at DivGro's performance as measured by dividend income, dividend increases, annualized returns, and rate of return. I also look at some highlights of the past year and share my outlook for the coming year.

Thursday, January 28, 2021

Home Run Number 30

I reported DivGro's 29th home run less than two weeks ago, and here I'm back announcing the 30th home run stock! 

These are fun article to write because it celebrates the milestone of another stock having produced total returns that exceed my initial capital outlay!

The previous stock that achieved home run status was BlackRock, Inc (BLK),  a publicly owned investment manager. 

Today's home run stock took more nearly six years to achieve home run status, but I'm happy to see it has produced annualized returns of about 31%!  I first opened a position in March 2015 and added more shares on several occasions since then.  

Wednesday, January 27, 2021

Dividend Changes: December 26, 2020-January 22, 2021

After a short hiatus, we're back with this article series on Dividend Changes. We replaced the section on upcoming ex-dividend dates with a new section highlighting one of the stocks that announced a dividend increase.

In the past four weeks, 28 companies in Dividend Radar decided to increase their dividends, including two of the stocks I own. 

I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.

Sunday, January 24, 2021

Quarterly Review Of DivGro: Q4-2020

Welcome to the Q4-2020 review of my portfolio of dividend growth stocks! This is my 32nd quarterly review, which concludes eight years of dividend growth investing and blogging!

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

This quarter, DivGro generated $8,362 in dividend income and I'm projecting dividend income of at least $8,500 per quarter going forward.

Saturday, January 23, 2021

The Dividend Kings Ranked By Quality Score Summary

This article ranks the Dividend Kings by quality score. These are stocks of companies that have increased their dividend payouts for at least 50 consecutive years, even through economic recessions, market crashes, technological revolutions, and shifting consumer tastes.

Unlike the Dividend Aristocrats, membership of the Dividend Kings is not maintained by a specific organization. Rather, membership is defined loosely based on dividend increase streak. Unsurprisingly, there is no consensus on what constitutes the Dividend Kings. Of the eight sources I consulted, only two concur!

For this article, I decided to use Dividend Radar as my source. Dividend Radar is a weekly automatically generated spreadsheet listing stocks with dividend streaks of five years or more. 

Wednesday, January 20, 2021

10 Dividend Growth Stocks For January 2021

Welcome to another edition of my monthly series of 10 Dividend Growth Stocks. In this series, I rank a selection of dividend growth stocks in Dividend Radar and present the 10 top-ranked stocks for consideration. 

To rank stocks, I use DVK Quality Snapshots to get quality scores and sort them in descending order, breaking ties with additional metrics.

This month, I screened for discounted stocks yielding at least 3%. I also required stocks to have a Chowder Number (CDN) that indicates some likelihood of annualized returns of 8% or higher. 

Sunday, January 17, 2021

Monthly Review Of DivGro: December 2020

Every month, I write a review of my portfolio of dividend growth stocks, DivGro. I provide a summary of transactions and dividends received in the past month. Additionally, I look at how the month's activities have impacted DivGro's projected annual dividend income (PADI).

In December, I executed a tax-loss harvesting strategy, closing five positions, and reducing another three positions. I use some of those proceeds to increase my holdings in eleven existing positions. Additionally, twelve DivGro stocks announced dividend increases in December. The net result of these changes is that PADI decreased by about 0.1% in December. Year over year, PADI increased by 24.3%.

Thursday, January 14, 2021

Home Run Number 29

On Tuesday, I reported DivGro's 28th home run, a designation I give to any stock when its total returns exceed my initial capital outlay. 

The stock that achieved home run status is NextEra Energy, Inc (NEE), an electric power company with operations in the United States and Canada.

Today's home run stock took only two years and one month to achieve home run status! I first opened a position in December 2018, and added more shares in February 2019 at a higher cost basis. 

Tuesday, January 12, 2021

Home Run Number 28

Last week, I recorded my 28th home run in my DivGro portfolio. A stock gets home run status when its total returns exceed my initial capital outlay. For dividend growth or dividend-paying stocks, total returns include both unrealized gains and dividends received. 

I announced my previous home run, Cummins Inc (CMI), on 13 November 2020, after I'd owned the stock for 5 years and 6 months. 

Today's home run stock took only 2 years and 7 months to achieve that feat! 

Sunday, January 10, 2021

Options Update: December 2020 (Part 3)

In Part 2 of my final Options Update article of 2020, I'm presenting two assignments, fifteen expired options, and my usual list of upcoming expiring options. Part 1 covered 23 trades in which I rolled forward options and Part 2 presented some closing trades as well as new covered calls and put contracts. 

December was a very busy month for options trading. After having failed to achieve my 2020 goal of collecting at least $24,000 in options income, I decided to reposition my options portfolio for the upcoming year. The net effect is that my options income decreased by about $889 and I ended with options income totaling $14,120 for 2020. 

Thursday, January 7, 2021

Options Update: December 2020 (Part 2)

This is Part 2 of my final Options Update article of 2020. In these updates, I keep track of options trades and provide a running tally of DivGro's options income to date.

After failing to achieve my 2020 goal of collecting at least $24,000 in options income, in December, I executed several trades to improve my options portfolio for the coming year. I'm setting the same options income goal for 2021.

Part 1 covered 23 trades in which I rolled forward options. In Part 2, I'm presenting some closing trades as well as new covered calls and put contracts. Finally, Part 3 will present assignments, expired options,  and a list of upcoming expiring options. 

Monday, January 4, 2021

Options Update: December 2020 (Part 1)

Welcome to my final Options Update article of 2020. With these updates, I keep track of my options income, summarize trades, and provide a running tally of DivGro's options income to date.

I failed to achieve my 2020 goal of collecting at least $24,000 in options income. This year turned out to be a much more challenging year for options trading than 2019! 

In December, I executed many trades, many of them defensive trades to avoid assignments and to improve my options portfolio for the coming year. In Part 1, I'll cover trades in which I rolled forward options. Part 2 will present new covered calls and put contracts, as well as closing trades. Finally, Part 3 will present assignments, expired options,  and a list of upcoming expiring options. 

Sunday, January 3, 2021

DivGro's Best and Worst Performers in 2020

Now that 2020 is in the rearview mirror, I wanted to review the best and worst performers in my DivGro portfolio in 2020. 

In this review, I considered only positions I owned throughout 2020. These include dividend growth stocks, dividend-paying stocks, growth stocks, and one closed-end fund. 

Of the 72 positions I've owned throughout the year, 18 stocks had negative returns for the year. On average, these positions are up 15.6% for the year, though if I use a weighted average instead of an arithmetic average, the return is a more impressive 20.4%! These returns exclude dividends. 

My worst performer was Valero Energy Corporation (VLO), down 40% since 1 January 2020. This year's best performer is Taiwan Semiconductor Manufacturing Company Limited (TSM), whose stock price increased by 85% in 2020!

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