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.

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

Undervalued Dividend Growth Stock Watch List June 2018

After finishing The Acquirer's Multiple book by Tobias Carlisle, I decided that I wanted to give the valuation method a chance.  It takes a bit of a different spin on valuation than what I had been used to.  It moves away from using price as a cornerstone (i.e. does not look at price to earnings, price to book, price to etc.) and takes a look at balance sheet and earnings.  It seemed like a very interesting take on the same desire to buy a $1 for .50 cents.  After some research I figured out that running the screen for the Acquirer's Multiple [...]

By |2018-07-16T15:19:02+00:00June 19th, 2018|Dividend Investment Portfolio|1 Comment

Undervalued Dividend Growth Watch List May 2018

As I highlighted in my last post, I have taken a new approach to finding undervalued dividend stocks for the next few months.  I am going to rely on the Aquirer's Multiple technique to find undervalued US listed stocks and then I am going to cross reference those companies with those companies that have increased their dividend for over 20 years to come up with the watch list for this month (and the months going forward). What is the Aquirer's Multiple? The Aquirer's Multiple is a valuation method that attempts to find attractively priced companies that may be considered for take over.  [...]

By |2018-06-05T16:39:03+00:00May 18th, 2018|Dividend Investment Portfolio|3 Comments