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 2019 Undervalued Dividend Growth Investment Screen and Purchase

For years (minus a few breaks), I have been screening for possibly undervalued stocks that have increased their dividend payments to owners for 20 or more years.  The goal of this account is to eventually be turn on another income stream when it is needed.  Originally, I used various stock metrics (price to earnings, operating margins, etc.), and then about half way through 2018 I learned about the Acquirer's Multiple / Magic Formula and used those techniques.  Since my goal for 2019 is to get back to the basics, this year I am going to go back to those easy to understand stock metrics [...]

By |2019-01-08T16:00:40+00:00January 8th, 2019|Dividend Investment Portfolio|1 Comment

November 2018 Undervalued Dividend Growth Screen and Purchase

Every month I screen and share for possibly undervalued dividend growth companies.  The process is descibed in much deeper detail below, but basically this account is hopefully going to provide me with a future stream of income so I am building the base of it on companies that have paid an increasing divided for at least 20 years (with the hope that they'll continue to do so for decades to come since it is built into their DNA). Thoughts prior to the screen: October was  TERRIBLE for the market. Specifically, The broader S&P 500 lost nearly 7% in October, its worst month [...]

By |2018-11-02T15:53:21+00:00November 2nd, 2018|Dividend Investment Portfolio|0 Comments

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|2 Comments

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