Since I began tracking my total income progress, annualized dividend income has increased in 40 of the last 40 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) $0.1905m>$0.191m
- Erie Indemnity Company (ERIE) $0.681q>$0.73q
- Sysco Corporation (SYY) $0.30q>$0.31q
For the year, the Dividend Growth Portfolio has recorded a 0.21% increase in dividend income from higher dividends. My goal for the year is a 5.0% increase. Yield on cost is currently 4.65%.
Sales:
There were no sales in January.
Portfolio Allocaton
81.3% Dividend Growth Stocks09.8% High-Yield
00.7% High Dividend Growth
08.3% 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
-00.3% Dividend Growth Stocks
-03.0% High-Yeld
-02.9% High-Growth
+0.1% Debt & Preferred
-04.0% S&P
For the last two calendar years 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 March.
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)
Tags: O, ERIE, SYY,
