Dividend Investment Portfolio

//Dividend Investment Portfolio

I attempt to screen and purchase undervalued dividend growth stocks. These companies have increased their dividend for at least 15 years and have a lower than average price to earnings (PE) ratio, a higher operating margin, a low price to book, a reasonable dividend yield and payout ratio.  This is easily my favorite part of my financial empire.

January 2018 Undervalued Dividend Growth Watch List

For the past few years, I have shared the painstaking task of taking the dividend champion (25+ years of dividend growth) and part of the dividend contender list (20+ years of dividend growth) and screen against stated metrics to narrow down my watch list for the month.  I then buy a lot or two depending on the month; a lot being defined as $500.  I am rather excited to apply my new screening metrics (outlined again below) to see what I am buying this month.  It is my goal this year to apply some real record tracking to this account this and [...]

By | 2018-01-16T21:48:22+00:00 January 16th, 2018|Dividend Investment Portfolio|0 Comments

Retooling my Undervalued Dividend Growth Screen Metrics

I made a decision late last year, that every 6 to 9 months I am going to look at different factors to determine whether a stock should be on my watch list for that month.  I didn't write a post about it, because there wouldn't be much to discuss without the actual plan.  I the reason I came up with this decision is pretty simply that I don't know what I don't know.  If I had a screening plan that I knew was the answer I would have a a fund versus a small little account. I have been sharing my screens [...]

By | 2018-01-11T09:09:02+00:00 January 10th, 2018|Dividend Investment Portfolio|4 Comments

December 2017 Undervalued Dividend Growth Watch List

I don't have a lot of faith that I'll find something new this month.  The stock market seems to hit new weekly highs, so when I put it through my metrics it feels like I'll end up with the same companies.  We'll see! My Screening Metrics In an attempt to find undervalued, unloved companies I use certain metrics which are defined below.  First and foremost, the company must have increased their dividends for at least 20 years.  To gather this information I use the Dividend Champion list (as well as part of the Dividend Contenders list).  Both lists are updated monthly by David Fish.  [...]

By | 2018-01-18T14:26:30+00:00 December 15th, 2017|Dividend Investment Portfolio|4 Comments

November 2017 Dividend Growth Portfolio Update

While this account is tiny compared to my assets in general, it is absolutely my favorite part of my financial empire hut, and that is the reason I share my active moves within it.  I truly believe that one day, this account will be able to provide my family with a viable stream of income that can keep up with inflation as I get older. My November Dividend Champion/Contender Purchase The following information was written in real time when I made the purchase. After creating my November dividend watch list I ended up with the following Companies: Name Symbol Market Cap (mil) [...]

By | 2017-12-12T16:48:42+00:00 December 13th, 2017|Dividend Investment Portfolio|0 Comments

November 2017 Undervalued Dividend Growth Watch List

I can't believe I almost missed my November Screen and Purchase.  I am hoping to find a dividend champion I can buy before the end of the month. My Screening Metrics In an attempt to find undervalued, unloved companies I use certain metrics which are defined below.  First and foremost, the company must have increased their dividends for at least 20 years.  To gather this information I use the Dividend Champion list (as well as part of the Dividend Contenders list).  Both lists are updated monthly by David Fish.  In the past, I used the Dividend Aristocrat list, but one of the criteria for [...]

By | 2017-11-24T15:10:09+00:00 November 21st, 2017|Dividend Investment Portfolio|4 Comments