From time to time, I compile a virtual portfolio consisting of the top 50 holdings of dividend ETFs. To compile the portfolio, I analyze the top 25 holdings in each ETF and assign scores proportional to the size of each holding. Summing the scores of individual holdings allows me to rank them by popularity, and so to find the top holdings of these dividend ETFs.
Dividend growth investors can compare their own portfolios to the top 50 and identify candidates for analysis and investment.
For the May edition, I analyzed 52 dividend ETFs. Of the 1,293 tickers found in the top 25 holdings of these ETFs, 448 are unique. The top-ranked stock is Verizon Communications (VZ), which appears in 31 of the 52 dividend ETFs—the most of any stocks. Read more »
I monitor dividend increases for stocks on my watch list of dividend growth stocks to identify candidates for further analysis. Companies that regularly increase their dividends show confidence in future earnings growth potential.
Last week, 27 companies on my watch list announced dividend increases. Part 1 covered stocks in the Industrials and Materials sectors, while Part 2 covered the Consumer Discretionary and Information Technology sectors. This is Part 3, which covers the remaining sectors. Read more »
Last week, 27 companies in the CCC List announced dividend increases. When so many companies increasing their dividends, I break up my summary articles into two or more parts. That way, the articles aren't too long and I can include more FASTgraphs charts of stocks with compelling earnings growth.
Part 1 of this three-part article dividend increases announced for stocks in the Industrials and Materials sectors. This is Part 2, which covers dividend increases of stocks in the Consumer Discretionary and Information Technology sectors. In Part 3, I'll report on dividend increases for the remaining sectors. Read more »
Last week, 27 of the companies I track announced dividend increases. This three-part article provides a summary of these increases and provides several FASTGraph charts of stocks that exhibit impressive earnings growth.
I like to monitor dividend increases because companies that regularly increase their dividends are good candidates for analysis and possible investment.
Part 1 of this article covers dividend increases announced for stocks in the Industrials and Materials sectors. Part 2 and Part 3 will cover dividend increases of stocks in the remaining sectors. Read more »
The CCC list is a great resource for dividend growth investors. Focusing on stocks trading on U.S. exchanges, the list contains nearly 900 stocks that have consistently increased their calendar year payouts for at least 5 consecutive years. An accompanying spreadsheet providing key data on the CCC stocks is maintained by Justin Law.
With my monthly 10 Dividend Growth Stocks series, I rank a subset of CCC stocks and present the 10 top-ranked stocks for further research. My ranking system assigns letter grades to stocks relative to their performance among sector peers. Having a sector-oriented ranking system avoids the problems associated with ranking dissimilar stocks.
This month I decided to rank CCC stocks in the Industrials sector. Read more »
Welcome to the April review of DivGro, my portfolio of dividend growth stocks. 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 consider the impact on DivGro's projected annual dividend income (PADI).
In April, I added shares to four existing positions and I trimmed one of my positions. Additionally, I closed two positions. Five DivGro stocks announced dividend increases in April. The net result of these changes is that PADI decreased by about 0.2% in April. Year over year, PADI increased by 35.0%.
DivGro now contains 80 different positions, including 71 dividend growth stocks, four dividend-paying stocks, one closed-end fund, and four growth stocks that don't yet pay dividends. Read more »
The stock market has recovered most (if not all) of last year's end-of-year losses, and I've been getting a little more cautious with my options trades. So this month has been quieter than usual.
I decided to buy back one of the PG covered call options I sold, which got away from me as the stock burst higher. The transaction cost me some of my accumulated 2019 options income, so I lost some ground on my 2019 options income goal, unfortunately. (Recall that my options goal in 2019 is to collect a total of $21,000 in options income). Read more »
I like monitoring dividend increases for a selection of stocks in the CCC list because I consider such stocks to be worthy candidates for further analysis. The following screens determine the selection:
• Dividend Yield ≥ 1.0% • Market cap ≥ $1 billion • No stocks that are being acquired • No Over-The-Counter or Pink Sheet stocks
This article provides a summary of dividend increases announced in the first quarter of 2019 (Q1-2019), as summarized in my weekly Dividend Increases article series. Read more »