Since I began tracking my total income progress, annualized dividend income has increased in 39 of the last 39 months.
Dividends Growth Stocks Portfolio
Dividend Changes:
During the month the following securities in my Dividend Growth Portfolio paid a higher dividend (a=dividend stated in annual terms, q=quarterly, m=monthly):
- Realty Income Corporation (O) $0.1831m>$0.18341m
- Erie Indemnity Company (ERIE) $0.635q>$0.681q
- Sysco Corporation (SYY) $0.29q>$0.30q
For the year, the Dividend Growth Portfolio has recorded a 5.5% increase in dividend income from higher dividends. Exceeding my goal for the year for a 5.0% increase. Yield on cost is currently 4.83%.
Sales:
There were no sales in December.
Portfolio Allocaton
82.7% Dividend Growth Stocks09.1% High-Yield
00.7% High Dividend Growth
07.5% Debt & Preferred Stock
My long-term target allocation is:
50.0% Dividend Growth Stocks
10.0% High-Yield
10.0% High Dividend Growth
30.0% Debt & Preferred Stock
Year-To-Date Annualized Portfolio Returns
+02.2% Dividend Growth Stocks
-05.0% High-Yeld
-18.1% High-Growth
+5.0% Debt & Preferred
For the second consecutive year my Dividend Growth Stocks Portfolio outperformed the S&P 500. Since 2008, the portfolio has outperformed the S&P five of the eight years. Click here for more information on historical performance.
That's it for this time. The next monthly progress update will be in early February.
Full Disclosure: Long, all the aforementioned securities. See a list of all my Dividend Growth Stocks Portfolio holdings here.
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(Photo: Arcelia Vanasse)
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