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.

October 2018 Undervalued Dividend Growth Screen and Purchase

Thoughts prior to the screen: We are in the middle of a shit show out there and I love it. From CNBC on the night that I prepared this post (10/11/2018), Stocks fell sharply on Thursday in a second straight scary day on Wall Street as investors dumped equities around the globe because of fears of rapidly rising interest rates, a possible global economic slowdown and overly ambitious tech valuations. The Dow Jones Industrial Average closed 545.91 points lower at 25,052.83, bringing its two-day losses to more than 1,300 points. The S&P 500 dropped 2.1 percent to 2,728.37 and posted its sixth [...]

By |2018-10-11T19:04:59+00:00October 11th, 2018|Dividend Investment Portfolio|1 Comment

September 2018 Undervalued Dividend Growth Watch List

Preparing these posts are a lot like my net worth posts in that it takes an otherwise mundane activity and forces me to pay attention.  Force may not be the correct word as I could always just ignore the task, but I believe it to be helpful to at least one person, myself. Thoughts prior to the screen: Not sure why, but if the opportunity presents itself I'd like to purchase a lot of something new.  While some months I am looking to add to an older hold, or a particular sector, this month feels like a "buy something new" month. My [...]

By |2018-09-24T14:37:04+00:00September 14th, 2018|Dividend Investment Portfolio|0 Comments

August 2018 Dividend Growth Watch List and Purchase

For the longest time I would create an undervalued dividend growth watch list and then wait until the following month to write a post about which stock I bought and why.  Looking back, it was kind of silly because in reality I would simply buy the stock the next day anyway so why wait to share especially since time has passed and remembering my reasoning a month later was damn near impossible. My Screening Method for Under Valued Dividend Growth Stocks I used to use metrics based on the price of the stock (P/E, P/B, Yield, etc.), however, earlier this year, I [...]

By |2018-08-16T15:10:34+00:00August 16th, 2018|Dividend Investment Portfolio|2 Comments

July 2018 Dividend Watch List and Purchase

For the longest time I would create a watch list and then wait until the following month to write a post about which stock I bought and why.  After rethinking how I treat this account last week I am going to change it up going forward.  I never really waited between creating the watch list and making my purchase - I would write the post one night and then the next day buy my lot(s). My Screening Method for Under Valued Dividend Growth Stocks Earlier this year, I finished Tobias Carlisle's book, The Acquirer's Multiple, and decided to give the valuation method [...]

By |2018-07-17T14:48:12+00:00July 17th, 2018|Dividend Investment Portfolio|6 Comments

Treating my Favorite Investment Account Like a Business

When I was doing a review of my 2018 Goals and Objectives last week I noticed a glaring failure on my part.  When I was creating my goals and objective for 2018, I remember specifically thinking that I wanted to treat my dividend account more like a business.  The account is not (yet) large in terms of my net worth, but I really believe I can turn it into a future income stream. To me, "treating it like a business," would mean increased record keeping and transparency (even if that is just to myself and my tens of readers).  Record keeping and [...]

By |2018-07-11T22:41:19+00:00July 11th, 2018|Dividend Investment Portfolio|0 Comments