This weekly article series covers dividend changes.
Every month, I write a review of my portfolio of dividend growth stocks, DivGro. The goal of these monthly reviews is to share updates I've made to the portfolio and to provide a summary of dividends collected. I also look at how DivGro's projected annual dividend income [PADI] has changed.
In November, I opened two new positions in DivGro, increasing the number of positions in my portfolio to 98. Additionally, I did some significant rebalancing, adding shares to seventeen existing positions and removing shares from ten other positions. No fewer than fourteen DivGro stocks announced dividend increases in November. The net result of all these changes is that DivGro's PADI increased by about 4.5% in November. Year over year, my PADI increased by about 18.2%.
As for dividend income, in November, I received dividends totaling $2,951 from 24 stocks, a year-over-year increase of 16%. So far, in 2021, I've collected $32,960 in dividends or about 96% of my 2021 goal of $34,500.
I updated my system for determining target weights for
DivGro positions.
The system is both dynamic and flexible. It adjusts to prevailing market conditions and allows me to calibrate factors when my goals change.
In this article, I present the updated system for determining DivGro target weights. I replaced one of the factors and added three new factors, for a total of seven factors that contribute to the target weight calculation.
I'll summarize each contributing factor and explain how I calculate and use target weights.
This weekly article series covers dividend changes.
In the December edition of my 7 Dividend Growth Stocks on TheStreet.coms, I used a defensiveness scoring system developed by David Van Knapp [DVK] as my primary screen. The system awards points to stocks based on satisfying common notions of safety rather than for being members of a particular sector.
In that article, I identified the best defensive stocks that traded below my risk-adjusted Buy Below prices.
Today, I want to identify the best defensive dividend growth stocks regardless of their current valuations. While I wouldn’t recommend buying stocks until they trade at more favorable valuations, it is good to have a shortlist of high-quality defensive stocks ready to go!
I call any stock in my portfolio that has doubled my original capital outlay
in total returns, a Home Run. It's a fun milestone to celebrate and I enjoy
writing these articles!
This weekly article series covers dividend changes.
We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish for free every Friday. The spreadsheet provides key data of stocks with dividend streaks of five years or more.
This weekly article series covers dividend changes.
I try to post an article shortly after options expiration in which I report on expired options and any actions I took in the week leading up to options expiration.
I missed doing so in October, choosing to cover October's expired options in my Options Update of September and October.
We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish for free every Friday. The spreadsheet provides key data of stocks with dividend streaks of five years or more.
Welcome to the October 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. Additionally, I look at how the month's activities have impacted DivGro's projected annual dividend income (PADI).
In October, I opened one new position and added shares to one existing position. Two DivGro stocks announced dividend increases in October. The net result of these changes is that PADI increased by about 0.9% in October. Year over year, PADI increased by 13.3%.
As for dividend income, in October I received dividends totaling $2,247 from 26 stocks in my portfolio, a year over year increase of 31%. So far in 2021, I've collected $30,009 in dividends or about 87% of my 2021 goal of $34,500.
Earlier today, I reported DivGro's 40th Home Run stock, The Home Depot (HD), with total returns of 43% on an annualized basis. That's a remarkable performance!On September 11, I
announced
DivGro's 39th Home Run stock, Broadcom (AVGO), indicating in that article that The Home Depot (HD) was the closest contender for home run status with total returns of 84%.
This weekly article series covers dividend changes.
Welcome to the Q3-2021 review of DivGro, my portfolio of dividend growth
stocks.We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish for free every Friday. The spreadsheet provides key data of stocks with dividend streaks of five years or more. We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish every Friday as a free resource for Dividend Growth Investors.
Welcome to another edition of our article series on upcoming ex-dividend dates. We cover stocks in Dividend Radar and write these articles to alert readers so they could buy shares before the cut-off date to earn the upcoming dividend.
The Dividend Contenders are companies listed on U.S. exchanges that have dividend increase streaks of 10-24 years. There are 315 Dividend Contenders in my watchlist of dividend growth stocks, Dividend Radar, a free resource for DG investors maintained and published every Friday by Portfolio Insight.
We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish every Friday as a free resource for Dividend Growth Investors.
Less than six weeks ago, I announced DivGro's 38th Home Run stock, Accenture plc (ACN). In that article, I mentioned that Broadcom Inc (AVGO) was the closest to achieving home run status, with total returns of 94% (or 41% on an annualized basis). We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish for free every Friday.
This article wraps up my article series on high-quality stocks in each of the GICS sectors. The series of 11 articles presented the 7 highest-ranked dividend growth stocks [DG] in each GICS sector, for a total of 77 stocks. Today, I’m presenting the top opportunities out of these 77 stocks.
I use DVK Quality Snapshots to assess the quality of dividend growth stocks, assigning 0-5 points to each stock based on how they rate on five widely-used quality indicators. The total of these points is a stock’s quality score out of a maximum of 25 points. I rank stocks by sorting them in descending order of quality score. When stocks have the same quality score, I use tie-breaking metrics to rank them.
This article presents the ten top-ranked stocks out of the 77 DG stocks covered in this series.
We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish for free every Friday.
Today’s article concludes my article series identifying high-quality stocks in each GICS sector.
My watchlist of dividend growth stocks is Dividend Radar, a list of stocks trading on U.S. Exchanges with dividend increase streaks of five or more years. Dividend Radar is a free resource for dividend growth investors, maintained and published every Friday by Portfolio Insight. The latest edition (dated October 1, 2021) contains 744 stocks, of which 58 fall in the Utilities sector.
I use DVK Quality Snapshots to assess the quality of dividend growth stocks, assigning 0-5 points to each stock based on how they rate on five widely-used quality indicators. The total of these points is a stock’s quality score out of a maximum of 25 points. I rank stocks by sorting them in descending order of quality score. When stocks have the same quality score, I use tie-breaking metrics to rank them.
This article presents the seven top-ranked stocks in the Utilities sector.
We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish for free every Friday.
Once a month, I review my portfolio of dividend growth stocks, DivGro. My goal with these reviews is to share updates to my portfolio and to detail the dividends I received during the month. I also look at how DivGro's projected annual dividend income (PADI) has changed.
In September, I added shares to six existing positions and twelve DivGro stocks announced dividend increases. The net result of these changes is that PADI increased by about 5.9% in September. Year over year, PADI increased by 15.7%.
As for dividend income, in September I received dividends totaling $4,632 from 48 stocks in my portfolio, a year over year increase of 13%. So far in 2021, I've collected $27,762 in dividends or about 80% of my 2021 income goal of $34,500.
One way to diversify your portfolio and mitigate risk is to invest in different sectors. This article series identifies high-quality stocks in the different GICS sector.
I use DVK Quality Snapshots to assess the quality of dividend growth stocks and assign quality scores. The system employs five quality indicators and assigns 0-5 points to each quality indicator, for a maximum of 25 points. To rank stocks, I sort them by descending quality scores and using tie-breaking metrics where necessary.
My watch list for dividend growth stocks is Dividend Radar, a free resource for dividend growth investors. Dividend Radar maintains a list of stocks trading on U.S. Exchanges with a streak of at least five years of higher annual dividend payouts. Dividend Radar is updated and published every Friday and is available for download here.
This article presents the seven top-ranked dividend growth stocks in the Real Estate sector.
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