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.

My Dividend Growth Portfolio Update – December 2016

Just like tracking my net worth, I think it is important to keep myself accountable (to myself) with regard to keeping myself on the right path. My November 2016 Investment Activity My Undervalued Dividend Growth Stock Purchases November, like most months, I made my normal $500 purchase plus my option income for the previous month($176.50): On 11/16/2016 I bought 17 Shares of CTBI at $41.55 ($-713.35 purchase). This added to my 15.132 shares I already owned. From Google Finance: Community Trust Bancorp, Inc. (CTBI) is a bank holding company. The Company operates in the community banking services segment. The Company owns a commercial [...]

By | 2016-12-01T11:33:39+00:00 December 2nd, 2016|Dividend Investment Portfolio|4 Comments

November 2016 Undervalued Dividend Growth Watch List

I was absolutely excited to do this month's undervalued dividend growth watch list.  The market is ROARING with the election of Trump, so I figured if I could find something that has been missed (or entirely ignored by big money) then it would a great long term hold.  As a reminder, every month I take those stocks that have increased their dividends for 20+ years and manually screen them to create a watch list for my monthly purchase. The goal is simple, I try to find stocks that have a two decade history of increasing the cash flow given to investors that may [...]

By | 2016-11-16T14:01:30+00:00 November 17th, 2016|Dividend Investment Portfolio|3 Comments

My Dividend Growth Portfolio Update – November 2016

While I have been tracking my dividend income for years on this site, I have reset the clock when I sold and re-bought back the site (which at the same time I coincidentally liquidated some of the account). My October 2016 Investment Activity My Undervalued Dividend Growth Stock Purchases October, like most months, I made my normal $500 purchase plus my option income for the previous month ($133.45): On 10/12/2016 I bought 35 Shares of ORI at $18.20 ($644.18 purchase). From Google Finance: Old Republic International Corporation is a holding company. The Company is engaged in business of insurance underwriting and related [...]

By | 2016-11-02T16:01:11+00:00 November 7th, 2016|Dividend Investment Portfolio|3 Comments

October 2016 Undervalued Dividend Growth Watch List

Every month I take those stocks that have increased their dividends for 20+ years and manually screen them to create a watch list for my monthly purchase.  My goal is to find possibly undervalued companies that have paid an increasing dividend for two or more decades.  Even before the arduous task I knew that my watch list was going to be short, with the broad market at an all time high it has to mean that price to earnings ratios will be high and yields will be low.  Having a short list doesn’t bother me at all – it just makes it easier [...]

By | 2016-10-10T22:14:21+00:00 October 10th, 2016|Dividend Investment Portfolio|6 Comments

My Dividend Investment Portfolio Update – October 2016

I have been tracking my investment income for years and years, but when I sold the site I decided to sell a large portion of my investment income.  It went from around a $30,000 balance with the following income history: However, it feels like with this new iteration of my site, and my investment portfolio I should start my tracking over as well except this time I am going to share even more information including holdings and balances.  So, I am going to start over from when I sold my site and a sizeable chunk of the portfolio. My September 2016 Investment [...]

By | 2016-11-07T21:22:21+00:00 October 5th, 2016|Dividend Investment Portfolio|8 Comments