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%. Read more »
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. Read more »
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." Read more »
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! Read more »
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. Read more »
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 of these changes 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. Read more »
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%! Read more »