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Thread: Actual Dividend Growth Portfolio

  1. #91
    Member JaxRed's Avatar
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    Re: Actual Dividend Growth Portfolio

    Quote Originally Posted by bucksfan2 View Post
    So all you are worried about is income stream? You don't care about capital appreciation/depreciation.

    Wouldn't reinvesting your dividends be a more cost effective way of managing the portfolio?
    That's right. Just the income stream. The total amount takes care of itself in the end. Do I like it if it goes up? Sure. But what matters is the ever-increasing dividend stream.

    All of these are being reinvested automatically.
    The lowest acceptable payroll amount for ownership to show they are not greedy pigs is 15 million more than they are currently paying. No matter what that currently is.

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  3. #92
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    Re: Actual Dividend Growth Portfolio

    Man.... January was a bad month in the stock market. The S&P 500 was down 3.7% and the DOW was down more than 5% !!

    So....... the income stream of the Dividend Growth just keeps increasing!!!

    As of Jan 31 it stood at $87.93

    Jan 31 $87.93
    1 month ago - $86.65
    6 months ago- $60.53
    12 months ago - $21.71
    The lowest acceptable payroll amount for ownership to show they are not greedy pigs is 15 million more than they are currently paying. No matter what that currently is.

  4. #93
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    Re: Actual Dividend Growth Portfolio

    As of Feb 28th we are at $88.42 (up again of course)

    1 month ago - $87.93
    6 moths ago - $61.72
    12 months ago - $22.10
    The lowest acceptable payroll amount for ownership to show they are not greedy pigs is 15 million more than they are currently paying. No matter what that currently is.

  5. #94
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    Re: Actual Dividend Growth Portfolio

    As of March 31st we are at $100.44. March was our quarterly purchase month and we bought 8 more shares of Altria.

    1 month ago - $88.42
    6 moths ago - $73.54
    12 months ago - $47.69

    As you can see, our income keeps climbing and climbing.
    The lowest acceptable payroll amount for ownership to show they are not greedy pigs is 15 million more than they are currently paying. No matter what that currently is.

  6. #95
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    Re: Actual Dividend Growth Portfolio

    As of April 30 we are at $101.10

    1 month ago - $100.44
    6 months ago - $73.97
    12 months ago - $47.81

    Climbing and Climbing.
    The lowest acceptable payroll amount for ownership to show they are not greedy pigs is 15 million more than they are currently paying. No matter what that currently is.

  7. #96
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    Re: Actual Dividend Growth Portfolio

    As of May 30 we are at $101.66

    1 Month ago $101.10
    6 months ago - $74.45
    12 Months ago - $47.92

    June is our purchase month.
    The lowest acceptable payroll amount for ownership to show they are not greedy pigs is 15 million more than they are currently paying. No matter what that currently is.

  8. #97
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    Re: Actual Dividend Growth Portfolio

    June was a purchase month. We bought Coke (KO)

    As of June 30 we are at $108.03

    1 month ago - $101.66
    6 months ago - $86.65
    12 moths ago - $59.96
    The lowest acceptable payroll amount for ownership to show they are not greedy pigs is 15 million more than they are currently paying. No matter what that currently is.

  9. #98
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    Re: Actual Dividend Growth Portfolio

    Do you have any ADP? For this type of portfolio, you should have ADP. I've probably said that in this thread before, though.

  10. #99
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    Re: Actual Dividend Growth Portfolio

    No. We are just gettign started, and I really wanted to start with some monthly payers. But I promise to look at ADP.
    The lowest acceptable payroll amount for ownership to show they are not greedy pigs is 15 million more than they are currently paying. No matter what that currently is.

  11. #100
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    Re: Actual Dividend Growth Portfolio

    As of July 31 we are at $109.61

    1 month ago $108.03
    6 months ago $86.92
    1 Year ago $60.53

    In addition, I looked at ADP as suggested. Other than the fact their dividend yield is a trifle low..... I recommend it in every way.
    The lowest acceptable payroll amount for ownership to show they are not greedy pigs is 15 million more than they are currently paying. No matter what that currently is.

  12. #101
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    Re: Actual Dividend Growth Portfolio

    Jax I was looking at your portfolio and had a few questions.

    The bulk of your holdings are in more volatile less traditional stocks (MAIN, O, PSEC). While they pay a nice dividend don't you worry about the dividend being too high? Do you worry about dividend cuts with these companies, REITS like O have had a history of cutting dividends especially when the economy stalls and they don't have the cash flow coming in. In looking over your portfolio that would be my worry, what happens if the market goes down? Stocks like KO and MO should hold up better in down market cycles. In just a brief look at PSEC it looks like they are financing their entire cash flow.

    Do you look at a stock like AAPL? They have more cash than god and have been increasing their dividend over the course of two years? ADP which you mentioned had a low dividend, also has a 8% dividend growth rate and has increased their dividend over the course of 37 years.

    No method is decidedly right or wrong, I just like to see what investors think about certain strategies.

  13. #102
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    Re: Actual Dividend Growth Portfolio

    Quote Originally Posted by bucksfan2 View Post
    Jax I was looking at your portfolio and had a few questions.

    The bulk of your holdings are in more volatile less traditional stocks (MAIN, O, PSEC). While they pay a nice dividend don't you worry about the dividend being too high? Do you worry about dividend cuts with these companies, REITS like O have had a history of cutting dividends especially when the economy stalls and they don't have the cash flow coming in. In looking over your portfolio that would be my worry, what happens if the market goes down? Stocks like KO and MO should hold up better in down market cycles. In just a brief look at PSEC it looks like they are financing their entire cash flow.

    Do you look at a stock like AAPL? They have more cash than god and have been increasing their dividend over the course of two years? ADP which you mentioned had a low dividend, also has a 8% dividend growth rate and has increased their dividend over the course of 37 years.

    No method is decidedly right or wrong, I just like to see what investors think about certain strategies.
    Actually O in particular has been around like 40 years and never cut the dividend. So I am not concerned about that one at all. I do have 2 BDC's in MAIN and PSEC. MAIN is pretty conservative as far as BDC's go. They have a relatively low yield and then issue special dividends to keep themselves legal. (they must distribute 90%). If they ever got ina tight squeeze they would eliminate the specials. Don't see ti happening for a fairly long while.

    PSEC is the only one that is "edgy' but I took a chance on the yield. I follow it very closely. They are within .01 of covering the dividend as of last results and the experts (I can give you a name or 2) do not think the dividend in in jeopardy. That said, after taking some high yield stocks to get going, the last few purchases have been into more traditional DGI stocks,and I plan to continue that from here on out.

    In the dividend growth world, that is one of the debates... high dividend with low increase (See ATT) or low dividend with high increase (Like ADP). I lean toward the former.
    Last edited by JaxRed; 08-11-2014 at 12:20 PM.
    The lowest acceptable payroll amount for ownership to show they are not greedy pigs is 15 million more than they are currently paying. No matter what that currently is.

  14. #103
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    Re: Actual Dividend Growth Portfolio

    I realized as Sep was half thru that I had not posted Aug. Got a tiny dividend Increase from O.

    As of Aug 31st we are at $110.14
    One month ago $109.61
    6 months ago $88.42
    12 months ago $61.72
    The lowest acceptable payroll amount for ownership to show they are not greedy pigs is 15 million more than they are currently paying. No matter what that currently is.


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